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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 %
BFA
626
Beacon Financial Advisory
Ohio
$323K +$323K +6,935 New
FPAS
627
Focus Partners Advisor Solutions
Missouri
$320K -$40.1K -860 -11%
NFP
628
Narus Financial Partners
Utah
$320K -$7.74K -166 -2%
MC
629
Moors & Cabot
Massachusetts
$318K +$318K +6,812 New
PCA
630
Prosperity Capital Advisors
Ohio
$317K -$30.5K -654 -9%
KA
631
Kovack Advisors
Florida
$316K +$32.9K +705 +12%
PFM
632
Phillips Financial Management
Indiana
$316K -$77.8K -1,668 -20%
GWMR
633
GC Wealth Management RIA
Massachusetts
$315K +$315K +6,753 New
OSNBOA
634
Old Second National Bank of Aurora
Illinois
$312K +$1.68K +36 +0.5%
MSF
635
Mustard Seed Financial
Arkansas
$312K +$312K +6,688 New
UWM
636
USAdvisors Wealth Management
Minnesota
$310K +$310K +6,652 New
FWM
637
Focused Wealth Management
New York
$310K -$8.11K -174 -3%
HWMC
638
Heritage Wealth Management (California)
California
$309K +$309K +6,629 New
GAM
639
Grandview Asset Management
Pennsylvania
$306K +$1.03K +22 +0.3%
RPC
640
Rossmore Private Capital
Connecticut
$305K – – –
AWM
641
Apollon Wealth Management
South Carolina
$303K +$41.4K +887 +16%
MGW
642
MB Generational Wealth
Washington
$300K +$300K +6,431 New
DAS
643
Dynamic Advisor Solutions
Arizona
$300K +$2.01K +43 +0.7%
ST
644
Smithfield Trust
Pennsylvania
$298K – – –
AFO
645
Arrowroot Family Office
California
$297K +$280 +6 +0.1%
MCCP
646
Mission Creek Capital Partners
California
$296K -$6.95K -149 -2%
TCMP
647
Thrive Capital Management (Pennsylvania)
Pennsylvania
$292K -$193K -4,139 -40%
AWM
648
Accel Wealth Management
Iowa
$288K +$288K +6,167 New
SEI Investments
649
SEI Investments
Pennsylvania
$285K -$32.8K -703 -10%
BI
650
Berkeley Inc
Idaho
$285K – – –
24 25
26
27 28