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SPDR Portfolio S&P 500 Value ETF

554 hedge funds and large institutions have $10.3B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 261 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+76
Holders Change %
+15.9%
% of All Funds
8.56%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.28%
New
118
Increased
261
Reduced
115
Closed
35
Calls
$3.32M
Puts
$802K
Net Calls
+$2.52M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
426
Drive Wealth Management
Utah
$268K +$268K +6,383 New
BA
427
Bridge Advisory
California
$263K +$420 +10 +0.2%
WPC
428
White Pine Capital
Minnesota
$259K
FW
429
FirstPurpose Wealth
Utah
$258K +$258K +6,145 New
BI
430
Berkeley Inc
Idaho
$256K
FI
431
Financial Insights
Washington
$256K +$8.42K +200 +3%
CA
432
Cambridge Advisors
Nebraska
$255K
SAM
433
SignalPoint Asset Management
Missouri
$252K -$586 -14 -0.2%
MMA
434
Miracle Mile Advisors
California
$248K
TDC
435
Thompson Davis & Co
Virginia
$248K +$248K +5,900 New
VBFP
436
Valtinson Bruner Financial Planning
Minnesota
$245K +$673 +16 +0.3%
BCP
437
Berkeley Capital Partners
Georgia
$245K +$245K +5,830 New
CW
438
Cook Wealth
North Carolina
$244K +$244K +5,900 New
OPA
439
Old Port Advisors
Maine
$241K +$6.39K +151 +3%
FNBT
440
FineMark National Bank & Trust
Florida
$238K
GCP
441
Gill Capital Partners
Colorado
$236K
JFGIW
442
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K
Jane Street
443
Jane Street
New York
$235K -$2.53M -60,354 -92%
JAG
444
Journey Advisory Group
Kentucky
$228K -$5.41K -129 -2%
ICMP
445
Integrated Capital Management (Pennsylvania)
Pennsylvania
$223K +$223K +5,313 New
CFO
446
Capitol Family Office
Oregon
$219K +$219K +5,217 New
RIA
447
Regal Investment Advisors
Michigan
$218K
DAS
448
Dynamic Advisor Solutions
Arizona
$218K +$168 +4 +0.1%
TI
449
Trexquant Investment
Connecticut
$217K +$217K +5,169 New
FFW
450
Fusion Family Wealth
New York
$215K