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SPDR Portfolio S&P 500 Value ETF

839 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

21% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 266

16% more funds holding

Funds holding: 723839 (+116)

5.98% more ownership

Funds ownership: 84.56%90.54% (+6%)

Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.7M
Puts
$270K
Net Calls
Net Calls Change

Top Sellers

1 -$143M
2 -$78.3M
3 -$23.6M
4
SW
SVB Wealth
Massachusetts
-$22.9M
5
KW
KWB Wealth
California
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$947K
452
$930K
453
$921K
454
$908K
455
$906K
456
$895K
457
$885K
458
$869K
459
$865K
460
$863K
461
$862K
462
$861K
463
$854K
464
$843K
465
$842K
466
$838K
467
$836K
468
$831K
469
$828K
470
$819K
471
$818K
472
$817K
473
$816K
474
$811K
475
$809K