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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
+$469M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$409M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$205M
4
HI
Horizon Investments
North Carolina
+$170M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$152M

Top Sellers

1
HC
Hamilton Capital
Ohio
-$143M
2
AA
Alesco Advisors
New York
-$78.3M
3
ACM
AlphaStar Capital Management
North Carolina
-$23.6M
4
SW
SVB Wealth
Massachusetts
-$22.9M
5
KW
KWB Wealth
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
351
Lifeworks Advisors
Michigan
$2.15M +$282K +6,053 +15%
SWM
352
Seaside Wealth Management
California
$2.14M -$197K -4,224 -8%
VLC
353
Van Leeuwen & Company
New Jersey
$2.12M -$171K -3,669 -7%
BA
354
Bristlecone Advisors
Washington
$2.1M +$23.8K +510 +1%
USCWA
355
U.S. Capital Wealth Advisors
Texas
$2.07M +$47 +1 +0%
CSPAM
356
Cary Street Partners Asset Management
Virginia
$2.04M +$1.01M +21,713 +99%
VWA
357
Visionary Wealth Advisors
Illinois
$1.99M +$923K +19,786 +86%
TI
358
Tidal Investments
Wisconsin
$1.95M -$990K -21,229 -34%
RA
359
Rational Advisors
New York
$1.94M +$1.94M +41,568 New
TWP
360
Tower Wealth Partners
Pennsylvania
$1.93M -$96.2K -2,064 -5%
JSL
361
JT Stratford LLC
Georgia
$1.92M +$78.5K +1,683 +4%
DWM
362
Drive Wealth Management
Utah
$1.82M -$1.02M -21,849 -36%
PRWA
363
Platte River Wealth Advisors
Colorado
$1.79M +$1.28M +27,510 +252%
TCM
364
Tradewinds Capital Management
Washington
$1.79M -$11.1K -237 -0.6%
TSWM
365
Tyler-Stone Wealth Management
Ohio
$1.79M -$18.6K -398 -1%
EA
366
Eclectic Associates
California
$1.77M -$46.6K -999 -3%
MWM
367
Modera Wealth Management
New Jersey
$1.77M -$35.5K -762 -2%
PA
368
PFG Advisors
Arizona
$1.77M +$26.5K +568 +2%
RA
369
RFG Advisory
Alabama
$1.75M +$788K +16,906 +82%
SL
370
Salomon & Ludwin
Virginia
$1.73M – – –
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$1.69M +$201K +4,300 +13%
FIM
372
Fernwood Investment Management
Massachusetts
$1.67M -$1.87K -40 -0.1%
CFG
373
Citizens Financial Group
Rhode Island
$1.65M +$7.32K +157 +0.4%
RZH
374
Relyea Zuckerberg Hanson
Connecticut
$1.64M +$1.64M +35,248 New
Focus Partners Wealth
375
Focus Partners Wealth
Massachusetts
$1.63M +$1.63M +35,011 New
13 14
15
16 17