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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 %
CWA
201
Centennial Wealth Advisory
Michigan
$8.53M 182,971 +97,066 +113%
CA
202
Cetera Advisors
Colorado
$8.48M 181,819 +45,498 +33%
FC
203
Financial Council
Maryland
$8.43M 180,777 +15,625 +9%
FAIM
204
Financial Advocates Investment Management
Washington
$8.26M 178,109 +93,251 +110%
FPIS
205
Financial Planning & Information Services
Wisconsin
$8.25M 176,942 +6,799 +4%
CM
206
Churchill Management
California
$8.24M 176,701 -13,156 -7%
JCM
207
Jacobi Capital Management
Pennsylvania
$8.23M 176,520 +1,293 +0.7%
SIG
208
Sargent Investment Group
Maryland
$8.22M 176,198 -396 -0.2%
OHIS
209
Oak Harvest Investment Services
Texas
$8.2M 175,790 +16,469 +10%
SOS
210
Silver Oak Securities
Tennessee
$7.92M 169,864 +50,861 +43%
PA
211
Probity Advisors
Texas
$7.91M 169,614 -4,506 -3%
GG
212
GenWealth Group
New Jersey
$7.81M 167,411 +9,727 +6%
HBT
213
Hills Bank & Trust
Iowa
$7.67M 164,514 +67,904 +70%
SA
214
Shilanski & Associates
Alaska
$7.52M 161,288 -721 -0.4%
CWM
215
Collaborative Wealth Management
Florida
$7.45M 159,680 +6,520 +4%
MA
216
MONECO Advisors
Connecticut
$7.44M 159,527 +61,935 +63%
HPC
217
HM Payson & Co
Maine
$7.43M 159,293 – –
PC
218
Pecaut & Co
Iowa
$7.34M 157,344 +4,841 +3%
VBFP
219
Valtinson Bruner Financial Planning
Minnesota
$7.22M 154,792 -2,162 -1%
QC
220
Quent Capital
New York
$7.12M 152,735 +3,428 +2%
LWP
221
Laurel Wealth Planning
Minnesota
$6.64M 142,473 +9,444 +7%
SFP
222
Strategic Financial Partners
Oregon
$6.63M 142,078 -123,275 -46%
UCFA
223
United Capital Financial Advisors
Texas
$6.55M 140,395 -18,613 -12%
KFI
224
Key Financial Inc
Pennsylvania
$6.55M 140,362 +16,577 +13%
CI
225
CX Institutional
Indiana
$6.44M 138,208 -60,465 -30%
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