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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 %
CWM
451
CCG Wealth Management
California
$213K +$213K +5,083 New
BA
452
Ballast Advisors
Minnesota
$212K +$2.86K +68 +1%
GWAG
453
Garrett Wealth Advisory Group
Texas
$209K -$263K -6,264 -56%
Vontobel Holding
454
Vontobel Holding
Switzerland
$209K +$104K +2,480 +100%
CWM
455
Chicago Wealth Management
Illinois
$208K +$208K +4,949 New
CCM
456
Condor Capital Management
New Jersey
$207K +$207K +4,926 New
LWANC
457
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$20.1K +480 +11%
EM
458
Excalibur Management
Massachusetts
$206K +$206K +4,900 New
US Bancorp
459
US Bancorp
Minnesota
$203K -$126 -3 -0.1%
CFD
460
Creative Financial Designs
Indiana
$203K
MAM
461
Meeder Asset Management
Ohio
$201K -$354K -8,442 -64%
CWP
462
Concord Wealth Partners
Virginia
$190K +$22.6K +539 +14%
VNA
463
Valley National Advisers
Pennsylvania
$183K
OSNBOA
464
Old Second National Bank of Aurora
Illinois
$182K +$25.7K +756 +16%
ST
465
Smithfield Trust
Pennsylvania
$168K +$50.8K +1,210 +43%
AWM
466
Accel Wealth Management
Iowa
$163K +$19.2K +459 +13%
AssetMark Inc
467
AssetMark Inc
California
$156K -$92M -2,187,199 -100%
NFG
468
Next Financial Group
Texas
$145K +$40.1K +953 +38%
PP
469
PrairieView Partners
Minnesota
$142K
PNC Financial Services Group
470
PNC Financial Services Group
Pennsylvania
$141K +$8.19K +195 +6%
OIA
471
Optimum Investment Advisors
Illinois
$134K
ODG
472
O'Dell Group
Ohio
$115K +$674 +16 +0.6%
RPCONE
473
Retirement Planning Company of New England
Rhode Island
$103K +$103K +2,455 New
TFGT
474
TS Financial Group (TSFG)
Illinois
$102K +$295 +7 +0.3%
Toronto Dominion Bank
475
Toronto Dominion Bank
Ontario, Canada
$98K