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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 %
DCM
651
DGS Capital Management
New Jersey
$279K -$2.57K -55 -0.9%
ESB
652
Essex Savings Bank
Connecticut
$279K -$11.1K -237 -4%
BF
653
Brogan Financial
Tennessee
$279K +$279K +5,976 New
SAM
654
Synergy Asset Management
Washington
$270K -$1.31K -28 -0.5%
SFS
655
Stiles Financial Services
Minnesota
$265K +$19K +408 +8%
GCP
656
Gill Capital Partners
Colorado
$262K – – –
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$258K – – –
GA
658
Goldstein Advisors
Wisconsin
$258K -$4.1K -88 -2%
EFG
659
Everhart Financial Group
Ohio
$258K +$17.9K +383 +7%
RIM
660
Redwood Investment Management
Arizona
$256K -$2.92M -62,624 -92%
TP
661
Tranquility Partners
Tennessee
$255K -$65.7K -1,408 -20%
VFG
662
Victory Financial Group
Texas
$253K +$253K +5,434 New
MSFS
663
Main Street Financial Solutions
Pennsylvania
$253K -$373 -8 -0.1%
NFSG
664
Newbridge Financial Services Group
Florida
$251K -$153K -3,274 -38%
ICP
665
Interchange Capital Partners
Pennsylvania
$251K – – –
SCM
666
Steele Capital Management
Iowa
$249K +$249K +5,330 New
TI
667
Trexquant Investment
Connecticut
$247K +$247K +5,294 New
EM
668
Excalibur Management
Massachusetts
$247K +$247K +5,290 New
Empower Advisory Group
669
Empower Advisory Group
Colorado
$242K +$242K +5,195 New
HIP
670
HUB Investment Partners
Texas
$242K – – –
AC
671
Apella Capital
Connecticut
$241K -$825K -17,725 -77%
GWAM
672
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K +$240K +5,151 New
AFA
673
AA Financial Advisors
Ohio
$240K +$240K +5,142 New
CA
674
Cambridge Advisors
Nebraska
$239K -$11.5K -247 -5%
ACI
675
Alpha Cubed Investments
California
$239K – – –
25 26
27
28 29