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SPDR Portfolio S&P 500 Value ETF

722 hedge funds and large institutions have $13.4B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 312 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
11.51%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
61
Increased
312
Reduced
259
Closed
48
Calls
$21.8M
Puts
$659K
Net Calls
+$21.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
401
Towerpoint Wealth
California
$880K -$4.37K -106 -0.5%
GFG
402
Greystone Financial Group
Michigan
$878K +$878K +21,269 New
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$863K +$56.4K +1,367 +7%
RA
404
RFG Advisory
Alabama
$855K +$855K +20,719 New
CA
405
Centerpoint Advisors
Massachusetts
$848K
SCM
406
Spring Capital Management
Texas
$841K
HCM
407
Hengehold Capital Management
Ohio
$826K +$30.4K +736 +4%
CRC
408
Curi RMB Capital
Illinois
$823K -$125K -3,033 -13%
AA
409
Altman Advisors
Illinois
$813K +$813K +19,711 New
CAAM
410
Cornerstone Advisors Asset Management
Pennsylvania
$803K +$803K +19,468 New
JWCA
411
J.W. Cole Advisors
Florida
$794K +$26.3K +637 +3%
SF
412
Safeguard Financial
Wisconsin
$776K -$23.8K -578 -3%
CFB
413
Cullen/Frost Bankers
Texas
$771K +$771K +18,680 New
GSIAS
414
Garden State Investment Advisory Services
New Jersey
$770K +$8.25K +200 +1%
WPW
415
Waldron Private Wealth
Pennsylvania
$769K
ACM
416
Advisors Capital Management
New Jersey
$768K +$12K +291 +2%
RFC
417
Regions Financial Corp
Alabama
$764K -$7.76K -188 -1%
BWM
418
BCGM Wealth Management
Indiana
$759K +$60.7K +1,470 +9%
LNC
419
Lincoln National Corp
Pennsylvania
$759K -$543K -13,168 -42%
AC
420
AIFG Consultants
New York
$755K -$10.9K -263 -1%
AAS
421
Ameritas Advisory Services
Nebraska
$755K +$423K +10,265 +127%
CAL
422
Capital Analysts LLC
Pennsylvania
$754K +$72K +1,746 +11%
FW
423
FirstPurpose Wealth
Utah
$752K +$65.5K +1,587 +10%
WA
424
Wealthstream Advisors
New York
$747K -$13.9K -337 -2%
LBC
425
Lowe Brockenbrough & Co
Virginia
$742K