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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
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 %
TWM
576
Trueblood Wealth Management
Ohio
$404K +$404K +8,668 New
APWA
577
Atlas Private Wealth Advisors
New Jersey
$404K -$147K -3,148 -27%
RG
578
Retirement Group
California
$402K +$62.7K +1,345 +18%
IAA
579
Independent Advisor Alliance
North Carolina
$394K +$394K +8,457 New
EWA
580
Exencial Wealth Advisors
Oklahoma
$391K -$55.2K -1,183 -12%
SIA
581
Soltis Investment Advisors
Utah
$391K -$14.3K -306 -4%
FG
582
Fiduciary Group
Georgia
$389K +$120K +2,571 +45%
PI
583
PFG Investments
New York
$388K +$44.3K +949 +13%
Manulife (Manufacturers Life Insurance)
584
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$386K +$72.9K +1,564 +23%
LSA
585
Lion Street Advisors
Texas
$384K +$54.3K +1,165 +16%
MW
586
MBL Wealth
North Carolina
$382K +$4.66K +100 +1%
IA
587
Inspire Advisors
Idaho
$380K -$4.99K -107 -1%
SG
588
Sharper & Granite
California
$378K -$933 -20 -0.2%
TPWM
589
Twelve Points Wealth Management
Massachusetts
$377K -$107K -2,300 -22%
RWPA
590
Richard W. Paul & Associates
Michigan
$375K -$160K -3,431 -30%
ECA
591
Elevated Capital Advisors
Utah
$373K -$326 -7 -0.1%
CF
592
Centaurus Financial
California
$373K -$3.64K -78 -1%
SB
593
Strategic Blueprint
Georgia
$371K -$5.04K -108 -1%
FMWA
594
Forvis Mazars Wealth Advisors
Missouri
$370K – – –
FFG
595
Frisch Financial Group
New York
$370K +$8.11K +174 +2%
HSG
596
Helen Stephens Group
Texas
$368K -$1.77K -38 -0.5%
CCA
597
Clarity Capital Advisors
Florida
$368K +$368K +7,891 New
HFS
598
Hoge Financial Services
Pennsylvania
$366K +$366K +7,854 New
CIA
599
Cape Investment Advisory
Georgia
$366K -$60.2K -1,291 -14%
BAM
600
Belpointe Asset Management
Nevada
$365K +$365K +7,833 New
22 23
24
25 26