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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
$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 %
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M -$8.77K -188 -0.5%
BEI
377
Benjamin Edwards Inc
Missouri
$1.63M +$85K +1,823 +6%
AI
378
Atria Investments
North Carolina
$1.62M +$1.62M +34,644 New
WFS
379
Weitzel Financial Services
Iowa
$1.59M +$4.37K +93 +0.3%
OWA
380
Opal Wealth Advisors
New York
$1.58M +$182K +3,902 +13%
CTFG
381
Capstone Triton Financial Group
Oklahoma
$1.56M -$202K -4,334 -11%
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$1.56M +$470K +10,080 +43%
WWA
383
WCG Wealth Advisors
Nevada
$1.55M +$62.2K +1,334 +4%
SHJ
384
Sharkey, Howes & Javer
Colorado
$1.52M -$141K -3,020 -8%
OFS
385
OneAscent Financial Services
Alabama
$1.51M +$1.51M +32,302 New
IFA
386
Index Fund Advisors
California
$1.5M -$3.73K -80 -0.2%
CPIG
387
Chicago Partners Investment Group
Illinois
$1.49M +$30.8K +665 +2%
Vontobel Holding
388
Vontobel Holding
Switzerland
$1.49M – – –
LMKC
389
L.M. Kohn & Company
Ohio
$1.48M -$104K -2,226 -7%
BWFA
390
Baltimore-Washington Financial Advisors
Maryland
$1.48M -$43.7K -937 -3%
AF
391
Apollon Financial
South Carolina
$1.47M +$1.47M +31,431 New
GFG
392
Greystone Financial Group
Michigan
$1.46M +$470K +10,079 +47%
EGA
393
E&G Advisors
Texas
$1.46M -$93 -2 -0%
BAG
394
Bridgewealth Advisory Group
California
$1.45M +$258K +5,537 +22%
WP
395
WealthShield Partners
North Carolina
$1.45M +$21.5K +462 +2%
SFC
396
Strategic Financial Concepts
Texas
$1.43M +$373K +7,997 +35%
Invesco
397
Invesco
Georgia
$1.4M -$32.3K -693 -2%
FPW
398
Flagship Private Wealth
Massachusetts
$1.4M -$72.6K -1,556 -5%
RSA
399
River Street Advisors
Illinois
$1.4M -$56.8K -1,219 -4%
GL
400
Graypoint LLC
New York
$1.38M – – –
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16
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