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SPDR Portfolio S&P 500 Value ETF

589 hedge funds and large institutions have $11.9B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 260 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+35
Holders Change %
+6.32%
% of All Funds
9.32%
Holding in Top 10
101
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.69%
% of All Funds
1.6%
New
91
Increased
260
Reduced
172
Closed
48
Calls
$4.74M
Puts
$1.04M
Net Calls
+$3.7M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
351
Wealthstream Advisors
New York
$779K +$21.3K +511 +3%
WPW
352
Waldron Private Wealth
Pennsylvania
$778K
OC
353
Oppenheimer & Co
New York
$776K +$776K +18,592 New
AAS
354
Ameritas Advisory Services
Nebraska
$760K +$98K +2,346 +15%
PWM
355
Perigon Wealth Management
California
$753K -$38K -910 -5%
RFC
356
Regions Financial Corp
Alabama
$751K -$103K -2,477 -12%
CL
357
COWA LLC
Oklahoma
$746K +$191K +4,572 +34%
FNBOO
358
First National Bank of Omaha
Nebraska
$734K
GT
359
Greenleaf Trust
Michigan
$734K
CP
360
Castleview Partners
Texas
$732K -$29.7M -703,232 -98%
PC
361
Permanens Capital
New York
$729K +$126K +3,009 +21%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$716K +$15.6K +373 +2%
WSWA
363
Warren Street Wealth Advisors
California
$713K -$5.63M -134,970 -89%
WMR
364
Wealth Management Resources
Rhode Island
$712K -$20K -479 -3%
MAG
365
MRA Advisory Group
New Jersey
$702K +$702K +16,804 New
IMC Chicago
366
IMC Chicago
Illinois
$695K +$695K +16,645 New
MIAS
367
Mason Investment Advisory Services
Virginia
$683K
DA
368
Detalus Advisors
Missouri
$678K
MP
369
McDonald Partners
Ohio
$677K +$677K +16,210 New
GEA
370
Glen Eagle Advisors
New Jersey
$675K +$294K +7,041 +77%
CWM
371
Cedar Wealth Management
California
$669K -$411K -9,838 -38%
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$668K -$14.7K -353 -2%
AA
373
Argent Advisors
Louisiana
$653K
KOC
374
Koss-Olinger Consulting
Florida
$652K +$43.2K +1,036 +7%
AC
375
AWM Capital
Arizona
$649K -$595K -14,239 -48%