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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
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 %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$17.7M +$3.22M +68,984 +22%
AWA
127
Alta Wealth Advisors
Massachusetts
$17.7M +$7.91M +169,682 +81%
OCM
128
One Capital Management
California
$17.7M -$182K -3,902 -1%
MSRI
129
Michael S. Ryan Inc
New York
$17.6M +$797K +17,102 +5%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$17.4M +$1.61M +34,575 +10%
M&T Bank
131
M&T Bank
New York
$17.3M -$671K -14,380 -4%
AWM
132
Atticus Wealth Management
Florida
$17.2M -$3.29M -70,548 -16%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$17.2M -$2.22M -47,689 -11%
CA
134
CGN Advisors
Kansas
$17.1M -$237K -5,077 -1%
AWS
135
Atria Wealth Solutions
New York
$17M +$6.62M +142,047 +64%
LFPWM
136
Leicht Financial Planning & Wealth Management
New Jersey
$17M -$4.79M -102,763 -22%
GRP
137
Global Retirement Partners
California
$16.9M +$3.67M +79,456 +28%
SW
138
SkyOak Wealth
Michigan
$16.8M +$1.39M +29,741 +9%
HWM
139
Horizon Wealth Management
Illinois
$16.6M +$16.6M +355,739 New
SW
140
SteelPeak Wealth
California
$16M -$7.13M -152,860 -31%
NL
141
Navalign LLC
California
$15.8M +$271K +5,810 +2%
GVAG
142
Great Valley Advisor Group
Delaware
$15.4M +$1.82M +38,992 +13%
CWM
143
CarsonAllaria Wealth Management
Illinois
$15.2M +$283K +6,075 +2%
TFA
144
TPG Financial Advisors
Oregon
$15.1M -$44.6K -951 -0.3%
Charles Schwab
145
Charles Schwab
California
$15M -$5.27M -113,094 -26%
DI
146
DFPG Investments
Utah
$14.9M +$914K +19,641 +7%
WAOI
147
Wealth Advisors of Iowa
Iowa
$14.8M -$527K -11,308 -3%
ML
148
McAdam LLC
Pennsylvania
$14.7M +$483K +10,364 +3%
CC
149
Courier Capital
New York
$14.5M +$74.2K +1,591 +0.5%
DI
150
Diligent Investors
California
$14.2M -$630K -13,515 -4%
4 5
6
7 8