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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 %
FMTCOCP
551
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$480K +$164K +3,506 +52%
DWM
552
Darwin Wealth Management
Florida
$480K -$1.1M -23,540 -70%
HAS
553
HBW Advisory Services
California
$479K +$82.9K +1,777 +21%
CFB
554
Cullen/Frost Bankers
Texas
$479K -$392K -8,411 -45%
CS
555
Crescent Sterling
Louisiana
$477K -$699 -15 -0.1%
WAG
556
Wallace Advisory Group
California
$476K -$2.81K -68 -0.6%
WAM
557
Wallington Asset Management
Indiana
$469K -$237K -5,090 -34%
SCA
558
Snowden Capital Advisors
New York
$467K +$233 +5 +0%
FFA
559
Fragasso Financial Advisors
Pennsylvania
$467K -$190K -4,080 -29%
PNC Financial Services Group
560
PNC Financial Services Group
Pennsylvania
$464K +$25.3K +543 +6%
AWM
561
Aviso Wealth Management
Washington
$463K +$463K +9,924 New
CIC
562
Carnegie Investment Counsel
Ohio
$462K -$20.1K -431 -4%
CA
563
Continuum Advisory
Idaho
$458K +$458K +9,801 New
X
564
Xponance
Pennsylvania
$451K +$451K +9,663 New
AWA
565
Arbor Wealth Advisors
Michigan
$450K +$450K +9,650 New
AWA
566
Acorn Wealth Advisors
Michigan
$435K -$8.21K -176 -2%
IF
567
Ironwood Financial
Arizona
$435K – – –
FGA
568
Fortis Group Advisors
New Jersey
$428K – – –
BSW
569
Buckingham Strategic Wealth
Missouri
$428K +$9.93K +213 +2%
IP
570
Investment Partners
Ohio
$420K – – –
ST
571
Somerset Trust
Pennsylvania
$418K +$38.6K +827 +10%
BP
572
Ballentine Partners
Massachusetts
$416K – – –
BBPWM
573
Blue Bell Private Wealth Management
Pennsylvania
$415K -$30.5K -654 -7%
BBNA
574
Bremer Bank National Association
Minnesota
$410K +$29.5K +633 +8%
WGCA
575
Wolf Group Capital Advisors
Virginia
$409K -$43 -1 -0%
21 22
23
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