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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.47B 74,423,549 +939,703 +1%
LPL Financial
2
LPL Financial
California
$1.46B 31,296,439 +3,171,837 +11%
AF
3
Allworth Financial
California
$865M 18,556,755 +807,687 +5%
Morgan Stanley
4
Morgan Stanley
New York
$814M 17,450,848 +10,047,389 +136%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$612M 13,117,502 +8,776,348 +202%
HI
6
Horizon Investments
North Carolina
$391M 8,391,408 +3,644,097 +77%
VA
7
Valmark Advisers
Ohio
$343M 7,355,060 -24,309 -0.3%
Osaic Holdings
8
Osaic Holdings
Arizona
$339M 7,276,451 +2,206,352 +44%
UBS Group
9
UBS Group
Switzerland
$304M 6,520,757 +442,720 +7%
Bank of America
10
Bank of America
North Carolina
$255M 5,459,366 +110,589 +2%
Ameriprise
11
Ameriprise
Minnesota
$250M 5,353,394 +2,606,681 +95%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$216M 4,636,515 +866,145 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$210M 4,498,686 +1,828,929 +69%
CCMG
14
Clark Capital Management Group
Pennsylvania
$206M 4,409,173 +4,394,417 +29,781%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$203M 4,344,768 +792,047 +22%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$186M 3,983,208 +1,137,404 +40%
NP
17
NorthRock Partners
Minnesota
$183M 3,928,387 +1,856,729 +90%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$175M 3,745,449 +3,266,182 +681%
Franklin Resources
19
Franklin Resources
California
$171M 3,676,239 +297,749 +9%
WJA
20
Willis Johnson & Associates
Texas
$170M 3,645,923 +124,283 +4%
Betterment LLC
21
Betterment LLC
New York
$157M 3,364,361 +520,428 +18%
AA
22
Advisory Alpha
Michigan
$156M 3,346,409 +109,504 +3%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$150M 3,210,129 +351,707 +12%
NAS
24
Nicolet Advisory Services
Wisconsin
$145M 3,098,780 -300,993 -9%
Cerity Partners
25
Cerity Partners
New York
$144M 3,087,568 +110,662 +4%
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