SPYV icon

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
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 Holding Trade Value Shares
Change 		Shares
Change %
FPCP
526
Fort Point Capital Partners
California
$589K +$2.1K +45 +0.4%
MIS
527
Morningstar Investment Services
Illinois
$574K +$574K +12,288 New
MP
528
McDonald Partners
Ohio
$568K +$233 +5 +0%
SL
529
SWMG LLC
Texas
$565K -$15.2K -325 -3%
CCWM
530
Cassaday & Co Wealth Management
Virginia
$564K – – –
PWA
531
Peterson Wealth Advisors
Utah
$562K -$154K -3,309 -22%
DA
532
Detalus Advisors
Missouri
$558K -$11.4K -245 -2%
HVIA
533
Hudson Valley Investment Advisors
New York
$555K -$39.1K -832 -7%
HAG
534
HF Advisory Group
Maryland
$554K -$10.2K -218 -2%
GS
535
GTS Securities
New York
$546K +$546K +11,700 New
CB
536
Community Bank
New York
$545K -$46.9K -1,005 -8%
NFA
537
Northwest Financial Advisors
Virginia
$543K +$543K +11,649 New
BFG
538
Beacon Financial Group
Texas
$529K +$529K +11,352 New
NS
539
NBC Securities
Alabama
$524K +$6.84K +147 +1%
Neuberger Berman Group
540
Neuberger Berman Group
New York
$519K -$74.2K -1,591 -12%
IFPL
541
Investments & Financial Planning LLC
Kentucky
$518K -$44.3K -951 -8%
KIA
542
Kraematon Investment Advisors
Massachusetts
$517K +$1.35K +29 +0.3%
CIAS
543
Capital Investment Advisory Services
North Carolina
$509K +$38.8K +831 +8%
MCM
544
MAI Capital Management
Ohio
$506K -$28.3K -607 -5%
VCM
545
Virtue Capital Management
Tennessee
$504K +$504K +10,823 New
TCM
546
Twin Capital Management
Pennsylvania
$501K +$1.54K +33 +0.3%
IAN
547
Integrated Advisors Network
Texas
$500K +$4.85K +104 +1%
D.E. Shaw & Co
548
D.E. Shaw & Co
New York
$499K +$499K +10,710 New
FI
549
Financial Insights
Washington
$498K – – –
SIA
550
Schechter Investment Advisors
Michigan
$482K +$15.2K +327 +3%
20 21
22
23 24