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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.

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
1
Morgan Stanley
New York
$814M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$612M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$206M
4
HI
4
Horizon Investments
North Carolina
$391M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$175M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$22M
2
AA
2
Alesco Advisors
New York
$42.1M
3
ACM
3
AlphaStar Capital Management
North Carolina
$53.8M
4
SW
4
SVB Wealth
Massachusetts
$19.3M
5
KW
5
KWB Wealth
California
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$140M 2,998,780 +274,790 +10%
TC
27
TownSquare Capital
Utah
$111M 2,386,077 +86,028 +4%
QWP
28
Quotient Wealth Partners
Texas
$110M 2,358,774 +2,358,774 New
Mariner
29
Mariner
Kansas
$108M 2,325,050 +68,674 +3%
CWM
30
Connecticut Wealth Management
Connecticut
$108M 2,322,228 +102,559 +5%
FNT
31
First National Trust
Pennsylvania
$107M 2,299,997 +1,413,786 +160%
PAG
32
Private Advisor Group
New Jersey
$104M 2,220,660 +334,068 +18%
LFS
33
Lutz Financial Services
Nebraska
$103M 2,207,137 +100,849 +5%
FGAM
34
Financial Gravity Asset Management
Texas
$98.6M 2,031,473 +153,826 +8%
AWM
35
AE Wealth Management
Kansas
$94.7M 2,021,616 -70,215 -3%
SQA
36
Simon Quick Advisors
New Jersey
$89.4M 1,917,806 +8,456 +0.4%
CAN
37
Cetera Advisor Networks
California
$81.6M 1,750,704 +234,799 +15%
HighTower Advisors
38
HighTower Advisors
Illinois
$81.6M 1,749,446 +127,460 +8%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$77.2M 1,656,504 -91,246 -5%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$77M 1,651,630 +1,174,068 +246%
Goldman Sachs
41
Goldman Sachs
New York
$76.4M 1,638,572 +402,335 +33%
ONB
42
Old National Bancorp
Indiana
$73.4M 1,574,266 +67,258 +4%
NEWAS
43
N.E.W. Advisory Services
Wisconsin
$72.3M 1,550,726 +1,167,566 +305%
EWA
44
ERTS Wealth Advisors
Michigan
$72M 1,543,508 +21,779 +1%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$69.9M 1,498,847 +224,222 +18%
MFG
46
Magnus Financial Group
New York
$69.1M 1,482,883 +12,861 +0.9%
KW
47
KWB Wealth
California
$67.4M 1,444,731 -306,759 -18%
OPS
48
Orion Portfolio Solutions
Nebraska
$63.2M 1,345,651 +1,291,334 +2,377%
BCI
49
Brinker Capital Investments
Pennsylvania
$63.2M 1,345,651 +1,291,334 +2,377%
AWM
50
Angeles Wealth Management
California
$62.4M 1,337,856 +30,587 +2%
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