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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 %
TIM
426
Tortoise Investment Management
New York
$73K +$19.8K +505 +37%
TRCT
427
Tower Research Capital (TRC)
New York
$73K +$45.4K +1,153 +165%
Optiver Holding
428
Optiver Holding
Netherlands
$71K +$71K +1,787 New
HWMA
429
Heritage Wealth Management (Arizona)
Arizona
$68K -$1.03K -26 -1%
WWM
430
Wagner Wealth Management
South Carolina
$59K +$315 +8 +0.5%
HNB
431
Huntington National Bank
Ohio
$52K -$50K
PB
432
Pinnacle Bancorp
Nebraska
$48K -$61.5K -1,545 -56%
FHA
433
First Horizon Advisors
Tennessee
$48K +$3.6K +92 +8%
CDIA
434
Capital Directions Investment Advisors
Georgia
$43K +$43K +1,083 New
VRM
435
Vectors Research Management
New York
$41K
CA
436
Clearstead Advisors
Ohio
$37K -$9.84K -252 -21%
PMFA
437
Plante Moran Financial Advisors
Michigan
$37K
CIAS
438
Capital Investment Advisory Services
North Carolina
$36K +$36K +904 New
AWA
439
Arkadios Wealth Advisors
Georgia
$36K +$36K +915 New
SCA
440
Stonebridge Capital Advisors
Minnesota
$33K +$16.5K +428 +100%
M
441
MOTCO
Texas
$31K
HFM
442
Hartford Financial Management
Connecticut
$31K
BW
443
Bison Wealth
Georgia
$31K
TVAMP
444
Tennessee Valley Asset Management Partners
Tennessee
$30K +$30K +747,801 New
CHC
445
City Holding Co
West Virginia
$28K
JAWM
446
J. Arnold Wealth Management
Ohio
$27K +$157 +4 +0.6%
LF
447
Lee Financial
Texas
$21K +$21K +536 New
GT
448
Glenmede Trust
Pennsylvania
$17K
AWM
449
Atticus Wealth Management
Florida
$16K
TWM
450
Tradition Wealth Management
Minnesota
$12K