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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 %
HFM
776
Hartford Financial Management
Connecticut
$31.3K – – –
Citigroup
777
Citigroup
New York
$30.7K -$396K -8,496 -93%
WWM
778
Wolff Wiese Magana
California
$30.5K -$1.54K -33 -5%
TFG
779
Team Financial Group
California
$30K +$27K +579 +905%
EC
780
EdgeRock Capital
Colorado
$29.4K +$29.4K +625 New
CWC
781
Carolinas Wealth Consulting
North Carolina
$28.6K – – –
PMFA
782
Plante Moran Financial Advisors
Michigan
$28.2K +$28.2K +605 New
MSWM
783
McGlone Suttner Wealth Management
Wisconsin
$27.7K +$27.7K +595 New
CHA
784
Carmichael Hill & Associates
Maryland
$27.6K – – –
FDCP
785
Foster Dykema Cabot & Partners
Massachusetts
$26.5K +$26.5K +569 New
BCWM
786
Bartlett & Co Wealth Management
Ohio
$25.4K +$25.4K +544 New
BC
787
Bartlett & Co
Ohio
$25K +$25K +544 New
HWP
788
Highline Wealth Partners
California
$24K +$24K +514 New
ANBT
789
American National Bank & Trust
Texas
$23.9K +$20.2K +433 +541%
B
790
Birchbrook
Maine
$22.9K +$22.9K +492 New
CFO
791
CVA Family Office
Colorado
$22.4K +$22.4K +480 New
SAM
792
Smartleaf Asset Management
Massachusetts
$22.1K +$22.1K +474 New
NB
793
NBT Bank
New York
$21.5K +$21.5K +462 New
AFWM
794
Abich Financial Wealth Management
Virginia
$20.9K +$20.9K +448 New
AWM
795
Abound Wealth Management
Tennessee
$17.9K +$17.9K +383 New
Deutsche Bank
796
Deutsche Bank
Germany
$16.3K +$8.63K +185 +112%
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$15.9K – – –
AWM
798
Able Wealth Management
New Jersey
$15.4K +$15.4K +329 New
CPA
799
Cardiff Park Advisors
California
$15.3K +$15.3K +328 New
BWM
800
Baystate Wealth Management
Massachusetts
$15.2K +$6.68K +143 +79%
30 31
32
33 34