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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 %
RA
101
Rodgers & Associates
Pennsylvania
$23.3M 499,092 +16,926 +4%
CF
102
Convergence Financial
Missouri
$23.1M 496,275 +47,428 +11%
EFL
103
ERn Financial LLC
Wisconsin
$23M 499,006 +350,968 +237%
WWM
104
Western Wealth Management
Colorado
$22.6M 485,236 +97,202 +25%
PIM
105
Parker Investment Management
California
$22.6M 485,000 +485,000 New
MFG
106
Merit Financial Group
Georgia
$22.4M 481,340 +66,819 +16%
MD
107
Money Design
Japan
$22.3M 479,082 -30,947 -6%
AWM
108
Avior Wealth Management
Nebraska
$22.2M 475,411 +27,848 +6%
YCG
109
Yeomans Consulting Group
Georgia
$22.1M 474,505 +474,505 New
HC
110
Hamilton Capital
Ohio
$22M 471,955 -3,069,577 -87%
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$21.1M 452,863 +6,225 +1%
GWM
112
Geneos Wealth Management
Colorado
$21M 450,572 +41,697 +10%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$20.7M 444,288 +188,690 +74%
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$20.6M 441,876 +9,586 +2%
PS
115
Principal Securities
Iowa
$20.3M 435,166 +435,166 New
WCM
116
Windsor Capital Management
Arizona
$19.8M 424,564 -2,344 -0.5%
SW
117
SVB Wealth
Massachusetts
$19.3M 413,031 -490,997 -54%
LFG
118
Larson Financial Group
Missouri
$19M 407,724 -19,227 -5%
EWM
119
Executive Wealth Management
Michigan
$19M 407,676 -13,835 -3%
PFA
120
Pure Financial Advisors
California
$18.8M 404,228 -12,901 -3%
VH
121
Visionary Horizons
Tennessee
$18.8M 403,290 +403,290 New
HG
122
Harbor Group
New Hampshire
$18.5M 397,535 +3,419 +0.9%
ACA
123
Ackerman Capital Advisors
Texas
$18.2M 390,298 -44,269 -10%
PA
124
Prism Advisors
California
$18.1M 388,189 -10,444 -3%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$17.8M 380,895 +369,514 +3,247%
3 4
5
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