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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 %
BWM
476
BCGM Wealth Management
Indiana
$803K -$54.3K -1,164 -6%
JIC
477
Johnson Investment Counsel
Ohio
$802K +$802K +17,203 New
TCA
478
Transcend Capital Advisors
New Jersey
$795K – – –
MAWCM
479
Mine & Arao Wealth Creation & Management
California
$779K +$1.49K +32 +0.2%
CA
480
Calton & Associates
Florida
$774K +$353K +7,576 +84%
WPC
481
White Pine Capital
Minnesota
$774K -$3.5K -75 -0.5%
AC
482
AIFG Consultants
New York
$765K -$88.5K -1,897 -10%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$764K +$4.99K +107 +0.7%
MIAS
484
Mason Investment Advisory Services
Virginia
$763K – – –
FFA
485
Frazier Financial Advisors
Ohio
$760K +$760K +16,309 New
RIA
486
Regal Investment Advisors
Michigan
$753K +$114K +2,453 +18%
STA
487
Summit Trail Advisors
New York
$751K – – –
SIAS
488
Summit Investment Advisory Services
Minnesota
$747K +$23.8K +511 +3%
WA
489
Wealthstream Advisors
New York
$742K -$103K -2,200 -12%
CL
490
COWA LLC
Oklahoma
$740K +$5.08K +109 +0.7%
MCC
491
Money Concepts Capital
Florida
$738K -$40.9K -877 -5%
AWA
492
Arkadios Wealth Advisors
Georgia
$733K +$42.9K +919 +6%
AA
493
Argent Advisors
Louisiana
$729K – – –
WCG
494
Wall Capital Group
Arizona
$717K +$252K +5,397 +54%
MAM
495
MMA Asset Management
Pennsylvania
$703K +$2.15K +46 +0.3%
NL
496
NWAM LLC
Washington
$693K -$10.1M -215,986 -94%
KOC
497
Koss-Olinger Consulting
Florida
$682K +$82.4K +1,767 +14%
LIA
498
LBMC Investment Advisors
Tennessee
$679K +$3.36K +72 +0.5%
EAM
499
Empirical Asset Management
Massachusetts
$678K -$3.5K -75 -0.5%
William Blair & Company
500
William Blair & Company
Illinois
$677K +$84.8K +1,818 +14%
18 19
20
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