SPYV icon

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 %
VWM
701
VCI Wealth Management
Missouri
$215K +$215K +4,604 New
WCFA
702
Walkner Condon Financial Advisors
Wisconsin
$214K +$214K +4,595 New
GSEP
703
Golden State Equity Partners
California
$214K +$214K +4,591 New
T
704
Tidemark
California
$212K +$212K +4,541 New
NPF
705
Norris Perne & French
Michigan
$208K +$208K +4,451 New
ICMP
706
Integrated Capital Management (Pennsylvania)
Pennsylvania
$206K +$206K +4,411 New
FMP
707
Financial Management Professionals
Texas
$205K +$205K +4,400 New
BA
708
Bridge Advisory
California
$205K -$261K -5,591 -56%
MMA
709
Miracle Mile Advisors
California
$204K +$204K +4,376 New
GI
710
Gradient Investments
Minnesota
$203K +$101K +2,168 +99%
VNA
711
Valley National Advisers
Pennsylvania
$202K – – –
WAS
712
Winch Advisory Services
Wisconsin
$187K +$839 +18 +0.5%
AP
713
Atwood & Palmer
Missouri
$176K – – –
AA
714
AlphaMark Advisors
Kentucky
$174K +$45.7K +980 +36%
LWM
715
Liberty Wealth Management
California
$171K +$171K +4,218 New
OLVIG
716
Oliver Lagore Vanvalin Investment Group
Michigan
$171K -$111K -2,370 -39%
BAM
717
Byrne Asset Management
New Jersey
$168K – – –
HNB
718
Huntington National Bank
Ohio
$164K -$61.9K – –
S
719
SignatureFD
Georgia
$149K +$7.83K +168 +6%
EWM
720
Evermay Wealth Management
Virginia
$148K – – –
PP
721
PrairieView Partners
Minnesota
$148K – – –
ITIM
722
Indiana Trust & Investment Management
Indiana
$147K – – –
POIA
723
Pin Oak Investment Advisors
Texas
$141K – – –
ODG
724
O'Dell Group
Ohio
$133K +$133K +2,843 New
CT
725
Colonial Trust
South Carolina
$131K – – –
27 28
29
30 31