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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 Market Value Shares Shares
Change 		Shares
Change %
FWI
76
Facet Wealth Inc
Maryland
$39.2M 833,900 -4,116 -0.5%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$38.2M 819,037 +239,659 +41%
Prudential Financial
78
Prudential Financial
New Jersey
$35M 750,133 +58,126 +8%
BW
79
BIP Wealth
Georgia
$34.6M 742,839 -40,686 -5%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$33.7M 723,034 -23,663 -3%
CFD
81
Creative Financial Designs
Indiana
$32.4M 694,121 +57,804 +9%
APP
82
Avantax Planning Partners
Iowa
$32.2M 689,818 +68,116 +11%
Corient Private Wealth
83
Corient Private Wealth
Florida
$32M 686,127 -18,548 -3%
BWG
84
Balanced Wealth Group
Ohio
$30M 642,534 +642,534 New
IWM
85
IHT Wealth Management
Illinois
$29.5M 631,592 -36,553 -5%
MML Investors Services
86
MML Investors Services
Massachusetts
$28.4M 609,868 +168,022 +38%
SFM
87
Signet Financial Management
New Jersey
$28.3M 607,952 +2,353 +0.4%
IWA
88
Inspirion Wealth Advisors
Illinois
$28M 595,650 -9,259 -2%
RJA
89
Raymond James & Associates
Florida
$27.5M 589,876 +44,161 +8%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$27.5M 588,764 +58,425 +11%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$27.3M 586,148 +38,914 +7%
WCAMG
92
Woodard & Company Asset Management Group
North Carolina
$26.9M 577,739 -143,955 -20%
Northern Trust
93
Northern Trust
Illinois
$25.9M 556,033 -940 -0.2%
BCM
94
Brookstone Capital Management
Illinois
$25.8M 553,058 -97,605 -15%
CWA
95
Choice Wealth Advisors
Maine
$25.6M 549,564 -24,936 -4%
MPM
96
Meritage Portfolio Management
Kansas
$25.1M 539,194 +303,892 +129%
RA
97
Riversedge Advisors
Delaware
$25M 536,637 -1,377 -0.3%
FCAS
98
First Command Advisory Services
Texas
$24.2M 517,604 +15,759 +3%
VC
99
Vicus Capital
Pennsylvania
$24.1M 516,848 -13,936 -3%
SWMG
100
Sanchez Wealth Management Group
Florida
$23.3M 499,249 -10,970 -2%
2 3
4
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