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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
12.28%
Holding in Top 10
132
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+26.92%
% of All Funds
1.93%
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 %
MWM
401
MBE Wealth Management
Wisconsin
$1.37M +$1.37M +29,348 New
BMD
402
Better Money Decisions
New Mexico
$1.37M +$106K +2,267 +8%
RFN
403
Redwood Financial Network
Ohio
$1.35M +$6.76K +145 +0.5%
HI
404
Harbour Investments
Wisconsin
$1.34M +$41K +879 +3%
OWA
405
Octavia Wealth Advisors
Ohio
$1.31M +$1.31M +28,151 New
CFS
406
Commonwealth Financial Services
West Virginia
$1.31M -$60.7K -1,302 -4%
AF
407
Advisornet Financial
Minnesota
$1.31M +$214K +4,594 +20%
SMA
408
Seven Mile Advisory
New Jersey
$1.3M – – –
EWA
409
EP Wealth Advisors
California
$1.3M +$1.3M +27,910 New
WC
410
Waterloo Capital
Texas
$1.3M +$994K +21,321 +324%
LTL
411
Lowery Thomas LLC
California
$1.28M -$119K -2,551 -8%
FIC
412
FCG Investment Company
Tennessee
$1.28M +$1.28M +27,405 New
RW
413
REDW Wealth
New Mexico
$1.28M +$93 +2 +0%
EMAM
414
Encompass More Asset Management
California
$1.27M +$1.27M +27,152 New
NFC
415
Northeast Financial Consultants
Connecticut
$1.25M -$1.69M -36,339 -58%
CAG
416
Csenge Advisory Group
Florida
$1.25M +$865K +18,551 +226%
CAM
417
Cresset Asset Management
Illinois
$1.21M -$11.1K -239 -0.9%
OIA
418
OneDigital Investment Advisors
Kansas
$1.21M -$513K -11,003 -30%
IHWM
419
Iron Horse Wealth Management
Iowa
$1.2M -$19.2K -412 -2%
AWM
420
Aprio Wealth Management
Georgia
$1.18M -$27.1K -582 -2%
CP
421
Castleview Partners
Texas
$1.16M +$428K +9,177 +59%
NCFG
422
New Century Financial Group
New Jersey
$1.15M +$1.15M +24,705 New
TFCP
423
Twin Focus Capital Partners
Massachusetts
$1.15M +$55.8K +1,257 +5%
WANY
424
Wealthspire Advisors (New York)
New York
$1.15M +$727K +15,595 +172%
SAG
425
SageView Advisory Group
California
$1.13M +$300K +6,359 +36%
15 16
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