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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 %
RFS
151
Retirement Financial Solutions
Tennessee
$13.9M 298,384 +21,968 +8%
SWP
152
Stratos Wealth Partners
Ohio
$13.9M 297,527 +75,823 +34%
TFGT
153
TS Financial Group (TSFG)
Illinois
$13.7M 294,016 +227,277 +341%
DC
154
Destiny Capital
Colorado
$13.7M 292,994 +292,994 New
IWC
155
Integrated Wealth Concepts
Massachusetts
$13.6M 291,688 +57,530 +25%
GLR
156
Great Lakes Retirement
Ohio
$13.5M 289,720 -19,245 -6%
CIM
157
Confluence Investment Management
Missouri
$13.5M 288,785 +735 +0.3%
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$13.2M 281,800 +281,800 New
SWM
159
SilverOak Wealth Management
Minnesota
$13.2M 282,020 +282,020 New
MWM
160
Meridian Wealth Management
Kentucky
$13.1M 281,933 +279 +0.1%
DFG
161
Demars Financial Group
Washington
$13.1M 281,431 +281,431 New
JFA
162
JNBA Financial Advisors
Minnesota
$13.1M 280,495 +3,640 +1%
ARC
163
Advisor Resource Council
Texas
$12.7M 272,230 +272,230 New
SFG
164
StrategIQ Financial Group
Indiana
$12.6M 269,987 +9,837 +4%
NA
165
NewEdge Advisors
Louisiana
$12.6M 269,840 +5,190 +2%
AAS
166
Avantax Advisory Services
Texas
$12.4M 266,711 +23,316 +10%
SL
167
Systelligence LLC
Minnesota
$12.4M 265,214 +44,474 +20%
RWM
168
Reston Wealth Management
Virginia
$12.3M 262,736 +21,029 +9%
PWG
169
Private Wealth Group
Florida
$12.2M 261,726 +13,429 +5%
KFGK
170
Keystone Financial Group (Kentucky)
Kentucky
$12.1M 258,918 +17,384 +7%
KWM
171
Kingsview Wealth Management
Oregon
$12M 257,101 +2,669 +1%
Truist Financial
172
Truist Financial
North Carolina
$11.8M 252,902 +34,440 +16%
1IA
173
1834 Investment Advisors
Wisconsin
$11.6M 249,026 +37,432 +18%
GWSG
174
GPS Wealth Strategies Group
Colorado
$11.6M 248,365 -76,335 -24%
NECFA
175
New England Capital Financial Advisors
Connecticut
$11.4M 245,239 +2,731 +1%
5 6
7
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