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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 %
ASN
676
Advisory Services Network
Georgia
$238K -$45.6K -977 -16%
GW
677
GW & Wade
Massachusetts
$237K +$1.44K +31 +0.6%
ISWM
678
Independent Solutions Wealth Management
New York
$237K -$23.6K -506 -9%
AWM
679
Accurate Wealth Management
Florida
$236K -$62.2K -1,336 -21%
KeyBank National Association
680
KeyBank National Association
Ohio
$235K -$3.82K -82 -2%
SWM
681
SFG Wealth Management
Maryland
$234K -$6.72K -144 -3%
NCM
682
Northwest Capital Management
Oregon
$234K +$2.1K +45 +0.9%
DSA
683
Droms Strauss Advisors
Missouri
$234K – – –
LC
684
LCNB Corp
Ohio
$233K – – –
CWP
685
Concord Wealth Partners
Virginia
$231K -$8.39K -180 -4%
CWM
686
Chicago Wealth Management
Illinois
$231K – – –
PB
687
Pinnacle Bancorp
Nebraska
$230K -$699 -15 -0.3%
VVP
688
Venture Visionary Partners
Ohio
$227K +$140 +3 +0.1%
CIBC World Market
689
CIBC World Market
Ontario, Canada
$226K – – –
SMA
690
Sage Mountain Advisors
Georgia
$225K +$49.4K +1,060 +28%
BFA
691
Bill Few Associates
Pennsylvania
$224K +$224K +4,800 New
MCA
692
MSH Capital Advisors
Arizona
$221K -$5.55K -119 -2%
VIM
693
Vista Investment Management
Pennsylvania
$220K +$220K +4,720 New
FFW
694
Fusion Family Wealth
New York
$219K +$219K +4,706 New
CPRC
695
Consolidated Portfolio Review Corp
New York
$218K +$218K +4,674 New
HCC
696
Hirtle Callaghan & Co
Pennsylvania
$218K +$218K +4,670 New
MCWS
697
McKinley Carter Wealth Services
West Virginia
$217K +$217K +4,652 New
MWM
698
Marion Wealth Management
Pennsylvania
$217K -$13K -279 -6%
PCS
699
Private Client Services
Kentucky
$216K +$216K +4,638 New
VR
700
Valued Retirements
Texas
$216K +$216K +4,631 New
26 27
28
29 30