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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 %
CCWA
851
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$418K -10,136 Closed
TSS
852
Two Sigma Securities
New York
– -$398K -9,642 Closed
RCA
853
Reitz Capital Advisors
Michigan
– -$379K -9,217 Closed
FMN
854
Financial Management Network
California
– -$354K -8,683 Closed
DCM
855
Donaldson Capital Management
Indiana
– -$347K -8,421 Closed
AIA
856
Arbor Investment Advisors
North Carolina
– -$249K -6,023 Closed
WFMPM
857
Woodley Farra Manion Portfolio Management
Indiana
– -$248K -6,003 Closed
HW
858
Hancock Whitney
Mississippi
– -$231K -5,609 Closed
MSAM
859
Moloney Securities Asset Management
Missouri
– -$228K -5,526 Closed
FA
860
FDx Advisors
Illinois
– -$222K -5,382 Closed
ECM
861
Evergreen Capital Management
Washington
– -$215K -5,200 Closed
LWMG
862
Levy Wealth Management Group
Pennsylvania
– -$207K -5,016 Closed
WAG
863
Windsor Advisory Group
Ohio
– -$73.1K -1,771 Closed
TWC
864
TD Waterhouse Canada
Ontario, Canada
– -$55.3K -1,349 Closed
TWM
865
Tradition Wealth Management
Minnesota
– -$41K -992 Closed
RIA
866
Realta Investment Advisors
Delaware
– -$26.9K -622 Closed
BONH
867
Bank of New Hampshire
New Hampshire
– -$13.7K -332 Closed
TCM
868
TD Capital Management
Tennessee
– -$13.1K -317 Closed
BSB
869
Bangor Savings Bank
Maine
– -$9.17K -222 Closed
HCM
870
Hollencrest Capital Management
California
– -$8.25K -200 Closed
TAM
871
Tucker Asset Management
Colorado
– -$2.72K -66 Closed
31 32 33 34
35