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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 %
WIM
751
Westside Investment Management
California
$61.6K – – –
PO
752
Private Ocean
California
$59.5K +$326 +7 +0.6%
FM
753
Family Management
New York
$59K – – –
OFG
754
Oxford Financial Group
Indiana
$59K +$59K +1,266 New
FFA
755
Farther Finance Advisors
California
$57.5K -$513 -11 -0.9%
OIA
756
Optimum Investment Advisors
Illinois
$56K – – –
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$54K +$54K +1,159 New
MFA
758
McClarren Financial Advisors
Pennsylvania
$54K +$54K +1,155 New
VWM
759
Venturi Wealth Management
Texas
$52.3K +$52.3K +1,122 New
PA
760
Parallel Advisors
California
$49.3K +$1.59K +34 +3%
ACA
761
Atlas Capital Advisors
Wyoming
$49.2K – – –
SAG
762
Spotlight Asset Group
Illinois
$49K – – –
ADL
763
Asset Dedication LLC
California
$49K – – –
QCG
764
Quadrant Capital Group
Ohio
$46.6K – – –
CSWM
765
Cassady Schiller Wealth Management
Ohio
$42.6K – – –
FHA
766
First Horizon Advisors
Tennessee
$42.4K -$4.25K -91 -9%
TIM
767
Tortoise Investment Management
New York
$42K +$10.7K +230 +34%
SS
768
Sunbelt Securities
Texas
$39.9K +$93 +2 +0.2%
GWM
769
Grand Wealth Management
Michigan
$39.2K – – –
VAMG
770
Voisard Asset Management Group
Michigan
$38.8K +$38.8K +831 New
CA
771
Clearstead Advisors
Ohio
$38.3K -$153K -3,272 -80%
CAM
772
Creekmur Asset Management
Illinois
$36.6K +$36.6K +786 New
VL
773
Vima LLC
Michigan
$35.9K +$35.9K +769 New
WTC
774
WhitTier Trust Company
Nevada
$35.4K – – –
FDCDDQ
775
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K – – –
29 30
31
32 33