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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.

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 %
BWL
726
Bogart Wealth LLC
Virginia
$128K +$81.2K +1,741 +174%
BA
727
Ballast Advisors
Minnesota
$127K -$63K -1,351 -33%
AA
728
Ancora Advisors
Ohio
$120K -$431K -9,248 -78%
JWA
729
JFS Wealth Advisors
Pennsylvania
$120K +$280 +6 +0.2%
Simplex Trading
730
Simplex Trading
Illinois
$119K +$119K +2,565 New
TIM
731
Thompson Investment Management
Wisconsin
$117K -$423K -9,076 -78%
GWS
732
Glassman Wealth Services
Virginia
$112K +$66.4K +1,423 +144%
CIR
733
Clear Investment Research
Georgia
$103K +$103K +2,204 New
HWA
734
Heritage Wealth Advisors
Virginia
$103K – – –
CWM
735
Cedar Wealth Management
California
$99.3K -$9.33K -200 -9%
TCOV
736
Trust Company of Vermont
Vermont
$95.5K – – –
WIA
737
Wetzel Investment Advisors
Indiana
$94K +$94K +2,022 New
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93.5K -$11.9K -255 -11%
MSG
739
Main Street Group
Virginia
$92.4K +$92.4K +1,980 New
BLC
740
Brown, Lisle/Cummings
Rhode Island
$90.9K +$46.6K +1,000 +105%
CMP
741
Coston McIsaac & Partners
Maine
$89K – – –
FFC
742
First Financial Corp
Indiana
$88.7K -$199K -4,267 -69%
OP
743
ORG Partners
Indiana
$87.3K +$37.4K +803 +75%
HF
744
Halpern Financial
Virginia
$86.1K – – –
AC
745
AlphaCore Capital
California
$76.7K +$76.7K +1,644 New
RFS
746
Richardson Financial Services
Massachusetts
$76.2K +$76.2K +1,635 New
ACA
747
Aptus Capital Advisors
Alabama
$69.9K +$26.4K +567 +61%
NL
748
NVWM LLC
Pennsylvania
$68.1K – – –
RFA
749
Register Financial Advisors
Georgia
$64.6K – – –
Qube Research & Technologies (QRT)
750
Qube Research & Technologies (QRT)
United Kingdom
$63.4K -$585K -12,545 -90%
28 29
30
31 32