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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
Morgan Stanley
New York
$814M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$612M
3
CCMG
Clark Capital Management Group
Pennsylvania
$206M
4
HI
Horizon Investments
North Carolina
$391M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$175M

Top Sellers

1
HC
Hamilton Capital
Ohio
$22M
2
AA
Alesco Advisors
New York
$42.1M
3
ACM
AlphaStar Capital Management
North Carolina
$53.8M
4
SW
SVB Wealth
Massachusetts
$19.3M
5
KW
KWB Wealth
California
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
826
Hantz Financial Services
Michigan
$3K – – –
SHIM
827
Stone House Investment Management
Pennsylvania
$2.8K – – –
FP
828
Financial Perspectives
Minnesota
$2.62K – – –
RIM
829
Rockbridge Investment Management
New York
$2.61K +$2.61K +56 New
TFA
830
Toth Financial Advisory
Virginia
$2.6K – – –
CI
831
Cordant Inc
Oregon
$2.01K +$2.01K +43 New
HR
832
Howe & Rusling
New York
$1.77K +$1.77K +38 New
FPF
833
First Pacific Financial
Washington
$1.63K +$1.63K +35 New
EWA
834
EverSource Wealth Advisors
Alabama
$1.63K +$1.63K +35 New
RWM
835
Ruedi Wealth Management
Illinois
$1.25K – – –
TF
836
Tompkins Financial
New York
$839 -$326 -7 -28%
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$495 -$4.66K -113 -90%
FCMT
838
Founders Capital Management (Texas)
Texas
$191 – – –
DFA
839
DHJJ Financial Advisors
Illinois
$140 – – –
Marshall Wace
840
Marshall Wace
United Kingdom
– -$4.92M -119,143 Closed
WA
841
Win Advisors
Florida
– -$4.1M -99,282 Closed
PSCM
842
Per Stirling Capital Management
Texas
– -$2.63M -63,668 Closed
BBP
843
Banco BTG Pactual
Brazil
– -$2.37M -57,460 Closed
Millennium Management
844
Millennium Management
New York
– -$1.88M -45,463 Closed
LFM
845
Lumina Fund Management
New York
– -$1.65M -40,000 Closed
FF
846
Friedenthal Financial
New Jersey
– -$911K -22,082 Closed
CG
847
Cutler Group
California
– -$556K -13,490 Closed
DADC
848
D.A. Davidson & Co
Montana
– -$520K -12,608 Closed
BPA
849
Beacon Pointe Advisors
California
– -$516K -12,499 Closed
PWM
850
Praetorian Wealth Management
California
– -$422K -10,233 Closed
31 32 33
34
35