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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 %
AA
451
Altman Advisors
Illinois
$947K +$27.8K +596 +3%
CRC
452
Curi RMB Capital
Illinois
$930K – – –
AAS
453
Ameritas Advisory Services
Nebraska
$921K +$61.7K +1,315 +7%
IC
454
Innealta Capital
Texas
$908K -$395K -8,478 -30%
AFG
455
Atomi Financial Group
New York
$906K +$639K +13,703 +239%
MAG
456
M3 Advisory Group
Massachusetts
$895K +$895K +19,191 New
MA
457
Mutual Advisors
Nebraska
$885K -$155K -3,332 -15%
WPW
458
Waldron Private Wealth
Pennsylvania
$869K – – –
SAM
459
Sequent Asset Management
Texas
$865K +$250K +5,366 +41%
RFC
460
Regions Financial Corp
Alabama
$863K – – –
SCM
461
Spring Capital Management
Texas
$862K -$88.6K -1,900 -9%
FW
462
FirstPurpose Wealth
Utah
$861K +$10.7K +230 +1%
ACM
463
Advisors Capital Management
New Jersey
$854K -$13.6K -291 -2%
Pathstone Holdings
464
Pathstone Holdings
New Jersey
$843K +$843K +18,083 New
GIA
465
Gladstone Institutional Advisory
Florida
$842K +$129K +2,770 +18%
LBC
466
Lowe Brockenbrough & Co
Virginia
$838K – – –
BFA
467
Beaumont Financial Advisors
Massachusetts
$836K +$836K +17,936 New
CFGS
468
Concourse Financial Group Securities
Alabama
$831K +$3.96K +85 +0.5%
HCM
469
Hengehold Capital Management
Ohio
$828K -$106K -2,264 -11%
SF
470
Safeguard Financial
Wisconsin
$819K -$58.8K -1,261 -7%
GT
471
Greenleaf Trust
Michigan
$818K – – –
ACM
472
Advance Capital Management
Michigan
$817K -$282K -6,053 -26%
KFS
473
Kelly Financial Services
Massachusetts
$816K +$809K +17,343 +10,706%
CAL
474
Capital Analysts LLC
Pennsylvania
$811K -$41.5K -891 -5%
GSIAS
475
Garden State Investment Advisory Services
New Jersey
$809K -$61K -1,308 -7%
17 18
19
20 21