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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 %
IPW
801
Impact Partnership Wealth
Georgia
$15.1K -$24.4K -524 -62%
PWMG
802
Prestige Wealth Management Group
New Jersey
$14.7K -$18K -385 -55%
CHC
803
City Holding Co
West Virginia
$14.7K – – –
PFBT
804
Parkside Financial Bank & Trust
Missouri
$13.1K – – –
PAG
805
Paladin Advisory Group
Iowa
$13.1K – – –
CAL
806
Capital Advisors Ltd
Ohio
$13K – – –
PS
807
Planned Solutions
California
$12.9K +$12.9K +276 New
SIS
808
Sound Income Strategies
Florida
$12.1K +$8.11K +174 +202%
CTWM
809
Cherry Tree Wealth Management
Minnesota
$12.1K – – –
AAP
810
Arax Advisory Partners
Colorado
$12.1K +$6.95K +149 +135%
GAG
811
Goodman Advisory Group
Massachusetts
$11.4K -$1.21K -26 -10%
HB
812
Horizon Bancorp
Indiana
$11K -$6.28K -137 -36%
WT
813
Washington Trust
Rhode Island
$10.5K – – –
VAG
814
VisionPoint Advisory Group
Texas
$9.61K -$498K -10,683 -98%
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$8.3K – – –
PWMG
816
Provence Wealth Management Group
California
$7.18K – – –
GM
817
GeoWealth Management
Illinois
$6K +$6K +144 New
CT
818
Cambridge Trust
Massachusetts
$5.6K – – –
VCM
819
Versant Capital Management
Arizona
$5.36K +$5.36K +115 New
MRCM
820
M&R Capital Management
New Jersey
$4.69K +$4.69K +100 New
TRCT
821
Tower Research Capital (TRC)
New York
$4.66K -$535K -11,479 -99%
National Bank of Canada
822
National Bank of Canada
Quebec, Canada
$4.5K – – –
NMG
823
New Millennium Group
Utah
$3.97K – – –
RFG
824
REAP Financial Group
Texas
$3.73K +$3.73K +80 New
FWA
825
FSC Wealth Advisors
New York
$3.64K – – –
31 32
33
34 35