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SPDR Portfolio S&P 500 Value ETF

839 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

21% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 266

16% more funds holding

Funds holding: 723839 (+116)

5.98% more ownership

Funds ownership: 84.56%90.54% (+6%)

Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.7M
Puts
$270K
Net Calls
Net Calls Change

Top Sellers

1 -$143M
2 -$78.3M
3 -$23.6M
4
SW
SVB Wealth
Massachusetts
-$22.9M
5
KW
KWB Wealth
California
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$8.53M
202
$8.48M
203
$8.43M
204
$8.26M
205
$8.25M
206
$8.24M
207
$8.23M
208
$8.22M
209
$8.2M
210
$7.92M
211
$7.91M
212
$7.81M
213
$7.67M
214
$7.52M
215
$7.45M
216
$7.44M
217
$7.43M
218
$7.34M
219
$7.22M
220
$7.12M
221
$6.64M
222
$6.63M
223
$6.55M
224
$6.55M
225
$6.44M