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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 %
LF
501
Lantz Financial
Illinois
$673K -$839 -18 -0.1%
6F
502
626 Financial
Michigan
$670K -$85.6K -1,836 -11%
AC
503
AWM Capital
Arizona
$665K +$3.17K +68 +0.5%
BMWM
504
Brown Miller Wealth Management
Virginia
$648K +$23.9K +512 +4%
Brown Advisory
505
Brown Advisory
Maryland
$648K +$27.5K +590 +4%
AQR Capital Management
506
AQR Capital Management
Connecticut
$647K +$647K +13,872 New
FNBOO
507
First National Bank of Omaha
Nebraska
$645K – – –
WP
508
WealthPLAN Partners
Nebraska
$641K -$36.3K -779 -5%
FWM
509
ForthRight Wealth Management
Georgia
$633K +$52.7K +1,131 +9%
FFA
510
Founders Financial Alliance
North Carolina
$632K +$42.4K +910 +7%
CAS
511
Coppell Advisory Solutions
Texas
$626K +$347K +7,444 +125%
OC
512
Oarsman Capital
Wisconsin
$625K -$120K -2,577 -16%
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$625K +$11.7K +251 +2%
WSWA
514
Warren Street Wealth Advisors
California
$623K -$28.7K -616 -4%
WAM
515
WNY Asset Management
New York
$616K +$616K +13,218 New
LJAC
516
L.J. Altfest & Co
New York
$613K -$19K -407 -3%
GAG
517
GM Advisory Group
New York
$611K – – –
TFG
518
Tilson Financial Group
New Jersey
$609K -$151K -3,247 -20%
CastleKeep Investment Advisors
519
CastleKeep Investment Advisors
Connecticut
$608K +$608K +13,049 New
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$608K -$3.1M -66,536 -84%
GA
521
Geller Advisors
New York
$603K – – –
C
522
Certuity
Florida
$598K +$979 +21 +0.2%
EFG
523
Embree Financial Group
Illinois
$597K +$597K +12,805 New
SCA
524
Sandy Cove Advisors
Massachusetts
$596K +$2.98K +64 +0.5%
MWM
525
MGB Wealth Management
Texas
$596K +$596K +12,783 New
19 20
21
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