SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

838 hedge funds and large institutions have $18.2B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 323 increasing their positions, 266 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+116
Holders Change %
+16.07%
% of All Funds
12.29%
Holding in Top 10
132
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+26.92%
% of All Funds
1.94%
New
153
Increased
323
Reduced
266
Closed
32
Calls
$14.7M
Puts
$270K
Net Calls
+$14.4M
Net Calls Change
-$6.77M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$814M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$612M
3
CCMG
Clark Capital Management Group
Pennsylvania
$206M
4
HI
Horizon Investments
North Carolina
$391M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$175M

Top Sellers

1
HC
Hamilton Capital
Ohio
$22M
2
AA
Alesco Advisors
New York
$42.1M
3
ACM
AlphaStar Capital Management
North Carolina
$53.8M
4
SW
SVB Wealth
Massachusetts
$19.3M
5
KW
KWB Wealth
California
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
326
Breakwater Capital Group
New Jersey
$2.69M -$1.32M -28,391 -33%
RMAM
327
Raab & Moskowitz Asset Management
New Jersey
$2.67M -$39.3K -843 -1%
SPIA
328
Steward Partners Investment Advisory
New York
$2.62M -$664K -14,237 -20%
TC
329
Trilogy Capital
California
$2.61M +$307K +6,573 +13%
IF
330
Intrua Financial
Texas
$2.61M -$186K -3,982 -7%
CWM
331
Cordatus Wealth Management
Pennsylvania
$2.52M +$990K +21,225 +65%
WCA
332
Waypoint Capital Advisors
Minnesota
$2.51M – – –
PWM
333
Perigon Wealth Management
California
$2.47M +$388K +8,326 +19%
CIM
334
Corda Investment Management
Texas
$2.46M -$170K -3,641 -6%
CWM
335
Cornerstone Wealth Management
Missouri
$2.46M -$1.07M -23,036 -30%
Lido Advisors
336
Lido Advisors
California
$2.45M +$2.04M +43,757 +494%
RWMH
337
Riverpoint Wealth Management Holdings
Illinois
$2.44M +$10.1K +217 +0.4%
1SB
338
1ST Source Bank
Indiana
$2.4M +$6.06K +130 +0.3%
WWM
339
WJ Wealth Management
Arizona
$2.39M -$141K -3,028 -6%
Comerica Bank
340
Comerica Bank
Texas
$2.37M +$48.7K +1,044 +2%
AO
341
Advisor OS
Illinois
$2.37M -$722K -15,479 -23%
VPP
342
Vertex Planning Partners
Illinois
$2.35M +$348K +7,469 +17%
PA
343
PSI Advisors
Florida
$2.33M +$563K +12,072 +32%
CAGAS
344
Capital Advisory Group Advisory Services
Minnesota
$2.32M +$90K +1,931 +4%
BC
345
Burney Company
Virginia
$2.26M +$350K +7,508 +18%
SCM
346
SCS Capital Management
Massachusetts
$2.2M – – –
OBWG
347
Onyx Bridge Wealth Group
New York
$2.2M -$332K -7,127 -13%
FNWA
348
Financial Network Wealth Advisors
Utah
$2.17M +$2.17M +46,507 New
WA
349
Wambolt & Associates
Colorado
$2.16M +$724K +15,530 +50%
MWC
350
MBM Wealth Consultants
Missouri
$2.16M +$90.9K +1,931 +4%
12 13
14
15 16