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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 %
HFS
176
Horizon Financial Services
North Carolina
$11.4M 244,715 -556 -0.2%
WFA
177
Wells Financial Advisors
Massachusetts
$11.4M 243,694 -4,235 -2%
KFP
178
Keener Financial Planning
Texas
$11.3M 242,490 +242,490 New
CG
179
Cynosure Group
Utah
$11.2M 237,200 +39,707 +20%
MWM
180
Modern Wealth Management
Kansas
$11.2M 239,348 +239,348 New
1WM
181
1900 Wealth Management
Texas
$10.7M 228,673 -33,592 -13%
ORG
182
Optimist Retirement Group
Washington
$10.6M 227,835 +227,835 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$10.5M 224,879 +159,201 +242%
HSWS
184
Higgins & Schmidt Wealth Strategies
Colorado
$10.5M 224,241 +224,241 New
VCP
185
Verus Capital Partners
Arizona
$10.3M 221,940 +3,607 +2%
MFA
186
Millington Financial Advisors
Illinois
$10.3M 221,137 -1,840 -0.8%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$10.1M 215,930 +38,231 +22%
SCP
188
Stevens Capital Partners
Nebraska
$10M 214,377 -57,748 -21%
AWM
189
Axxcess Wealth Management
California
$9.94M 213,102 -341 -0.2%
SWM
190
Spire Wealth Management
Virginia
$9.73M 209,885 +439 +0.2%
JWS
191
Juncture Wealth Strategies
Arizona
$9.62M 206,307 -15 -0%
AssetMark Inc
192
AssetMark Inc
California
$9.56M 205,006 +25,913 +14%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$9.45M 202,718 -15,040 -7%
HA
194
Hofer & Associates
California
$9.04M 193,841 +445 +0.2%
GIA
195
GHP Investment Advisors
Colorado
$8.94M 191,809 +4,889 +3%
SF
196
Symphony Financial
Texas
$8.94M 193,539 -15,063 -7%
SSW
197
Stone Summit Wealth
Florida
$8.89M 190,619 +5,427 +3%
KPWS
198
Kestra Private Wealth Services
Texas
$8.86M 189,907 +84,261 +80%
DWM
199
Dakota Wealth Management
Florida
$8.62M 184,786 +35,444 +24%
WI
200
WrapManager Inc
California
$8.59M 184,193 +5,825 +3%
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