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SPDR Portfolio S&P 500 Value ETF

472 hedge funds and large institutions have $10.4B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 227 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+40
Holders Change %
+9.26%
% of All Funds
8.24%
Holding in Top 10
73
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.35%
% of All Funds
1.27%
New
78
Increased
227
Reduced
122
Closed
34
Calls
$6.97M
Puts
$859K
Net Calls
+$6.11M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$202K -$5.49K -139 -3%
FFW
402
Fusion Family Wealth
New York
$202K +$202K +5,116 New
CWM
403
CCG Wealth Management
California
$201K +$201K +5,077 New
BA
404
Ballast Advisors
Minnesota
$190K +$792 +20 +0.4%
Qube Research & Technologies (QRT)
405
Qube Research & Technologies (QRT)
United Kingdom
$190K +$190K +4,800 New
CWP
406
Concord Wealth Partners
Virginia
$187K -$136K -3,448 -42%
OSNBOA
407
Old Second National Bank of Aurora
Illinois
$177K -$7.06K -179 -4%
VNA
408
Valley National Advisers
Pennsylvania
$172K
PSIWM
409
Paradigm Strategies in Wealth Management
Minnesota
$158K
AWM
410
Accel Wealth Management
Iowa
$153K +$158 +4 +0.1%
SMA
411
Sage Mountain Advisors
Georgia
$151K +$16.5K +416 +12%
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$148K +$3.77K +95 +3%
JCM
413
Jacobi Capital Management
Pennsylvania
$141K -$1.42K -36 -1%
PP
414
PrairieView Partners
Minnesota
$137K -$1.19K -30 -0.9%
Barclays
415
Barclays
United Kingdom
$134K +$130K +3,297 +3,297%
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$125K
ACA
417
Atlas Capital Advisors
Wyoming
$119K +$94.9K +2,401 +387%
ST
418
Smithfield Trust
Pennsylvania
$110K
NFG
419
Next Financial Group
Texas
$108K -$219K -5,555 -67%
Vontobel Holding
420
Vontobel Holding
Switzerland
$98K +$98K +2,490 New
TFGT
421
TS Financial Group (TSFG)
Illinois
$95K +$12K +305 +14%
RCA
422
Ranch Capital Advisors
Florida
$89K -$3.15K -80 -3%
EW
423
Element Wealth
Mississippi
$81K
WP
424
WealthShield Partners
North Carolina
$78K +$26.4K +666 +51%
LWM
425
Liberty Wealth Management
California
$74K +$68.1K +1,718 +1,145%