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SPDR Portfolio S&P 500 Value ETF

839 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

21% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 266

16% more funds holding

Funds holding: 723839 (+116)

5.98% more ownership

Funds ownership: 84.56%90.54% (+6%)

Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.7M
Puts
$270K
Net Calls
Net Calls Change

Top Sellers

1 -$143M
2 -$78.3M
3 -$23.6M
4
SW
SVB Wealth
Massachusetts
-$22.9M
5
KW
KWB Wealth
California
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$2.69M
327
$2.67M
328
$2.62M
329
$2.61M
330
$2.61M
331
$2.52M
332
$2.51M
333
$2.47M
334
$2.46M
335
$2.46M
336
$2.45M
337
$2.44M
338
$2.4M
339
$2.39M
340
$2.37M
341
$2.37M
342
$2.35M
343
$2.33M
344
$2.32M
345
$2.26M
346
$2.2M
347
$2.2M
348
$2.17M
349
$2.16M
350
$2.16M