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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 %
CAAM
426
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M +$219K +4,688 +24%
SFS
427
Sowell Financial Services
Arkansas
$1.09M -$81.6K -1,751 -7%
CWMGP
428
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.07M -$30.3K -650 -3%
WMR
429
Wealth Management Resources
Rhode Island
$1.07M +$524K +11,243 +96%
WEG
430
World Equity Group
Illinois
$1.06M -$2.91M -62,365 -73%
FIA
431
Foundations Investment Advisors
Arizona
$1.06M -$287K -6,076 -21%
HWM
432
Howard Wealth Management
Connecticut
$1.04M -$1.4K -30 -0.1%
DPI
433
Diversified Portfolios Inc
Michigan
$1.03M -$68.4K -1,467 -6%
TW
434
Towerpoint Wealth
California
$1.03M +$35K +751 +4%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$1.02M -$148K -3,167 -13%
LNC
436
Lincoln National Corp
Pennsylvania
$1M +$148K +3,168 +17%
PC
437
Permanens Capital
New York
$1M – – –
LSA
438
Lansing Street Advisors
Pennsylvania
$1M +$1M +21,464 New
TFA
439
Tobias Financial Advisors
Florida
$999K -$6.9K -148 -0.7%
SPWM
440
Schrum Private Wealth Management
Florida
$997K -$265K -5,692 -21%
IWS
441
Integrity Wealth Solutions
Colorado
$995K +$995K +21,345 New
IMC Chicago
442
IMC Chicago
Illinois
$987K -$180K -3,854 -15%
BBA
443
Braun-Bostich & Associates
Pennsylvania
$987K -$55.6K -1,193 -5%
TC
444
TAP Consulting
Missouri
$981K -$982K -21,049 -50%
AWAU
445
Alliance Wealth Advisors (Utah)
Utah
$976K +$793 +17 +0.1%
FFN
446
Focus Financial Network
Minnesota
$971K +$971K +20,815 New
ATWA
447
Arbor Trust Wealth Advisors
Michigan
$969K +$969K +20,775 New
CA
448
Centerpoint Advisors
Massachusetts
$959K – – –
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
$956K -$76.9K -1,650 -7%
9WM
450
9258 Wealth Management
Ohio
$956K -$43.9K -942 -4%
16 17
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