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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 %
PWMG
451
Prestige Wealth Management Group
New Jersey
$11K -$47.7K -1,200 -81%
CAL
452
Capital Advisors Ltd
Ohio
$11K
DA
453
DCM Advisors
New York
$11K
ACA
454
Aptus Capital Advisors
Alabama
$8K -$10.3K -250 -56%
TFS
455
TrustCore Financial Services
Tennessee
$8K +$39 +1 +0.5%
FWP
456
FAS Wealth Partners
Kansas
$8K +$8K +202 New
First Manhattan
457
First Manhattan
New York
$8K +$8K +223 New
CAL
458
Capital Analysts LLC
Pennsylvania
$7K -$370 -10 -5%
BFC
459
Bedel Financial Consulting
Indiana
$7K
William Blair & Company
460
William Blair & Company
Illinois
$7K +$7K +184 New
CTB
461
Country Trust Bank
Illinois
$7K +$7K +186 New
HFA
462
Hoover Financial Advisors
Pennsylvania
$5K
CAAS
463
Capital Asset Advisory Services
Michigan
$3K -$60.9K -1,420 -95%
SIS
464
Sound Income Strategies
Florida
$3K -$33.9K -961 -92%
RG
465
Retirement Group
California
$3K
FP
466
Financial Perspectives
Minnesota
$2.11K -$78.1K -1,961 -97%
HWM
467
Holloway Wealth Management
Florida
$2K
RIM
468
Rockbridge Investment Management
New York
$2K
HFS
469
Hantz Financial Services
Michigan
$2K +$2K +60 New
FCM
470
Firestone Capital Management
Florida
$1K
BL
471
Balentine LLC
Georgia
$1K +$1K +13 New
FEG
472
Financial Enhancement Group
Indiana
$1K +$1K +25 New
CB
473
CNB Bank
Pennsylvania
$1K +$1K +29 New
WIM
474
Westside Investment Management
California
$64 +$64 +1,629 New
CCMG
475
Clark Capital Management Group
Pennsylvania
-$36.4M -960,104 Closed