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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 %
TFS
526
TrustCore Financial Services
Tennessee
$9K +$43 +1 +0.5%
RK
527
Rather & Kittrell
Tennessee
$9K +$9K +219 New
CFCI
528
Comprehensive Financial Consultants Institutional
Indiana
$9K +$9K +236 New
BLC
529
Brown, Lisle/Cummings
Rhode Island
$8.4K +$8.4K +200 New
ACA
530
Aptus Capital Advisors
Alabama
$8K
FWP
531
FAS Wealth Partners
Kansas
$7K -$1.03K -26 -13%
BFC
532
Bedel Financial Consulting
Indiana
$7K +$39 +1 +0.6%
BWM
533
Baystate Wealth Management
Massachusetts
$7K +$5.83K +145 +500%
William Blair & Company
534
William Blair & Company
Illinois
$5K
FPWM
535
FSB Premier Wealth Management
Iowa
$5K +$5K +136 New
CWM
536
Curi Wealth Management
North Carolina
$5K +$5K +139 New
SIS
537
Sound Income Strategies
Florida
$4K
CAL
538
Capital Analysts LLC
Pennsylvania
$4K +$45 +1 +1%
RIM
539
Rockbridge Investment Management
New York
$4K +$1.14K +24 +40%
HFS
540
Hantz Financial Services
Michigan
$4K +$1.58K +39 +65%
RPCA
541
Running Point Capital Advisors
California
$4K +$4K +92 New
BA
542
Bellwether Advisors
Nebraska
$4K +$4K +106 New
WWM
543
Wolff Wiese Magana
California
$3K
RG
544
Retirement Group
California
$3K
AWA
545
Amplius Wealth Advisors
Pennsylvania
$3K +$3K +95 New
FGAM
546
Financial Gravity Asset Management
Texas
$2.55K -$15 -213 -0.6%
FP
547
Financial Perspectives
Minnesota
$2.27K
GWSG
548
GPS Wealth Strategies Group
Colorado
$2K +$37 +1 +2%
CAAS
549
Capital Asset Advisory Services
Michigan
$1K -$294 -10 -23%
CB
550
CNB Bank
Pennsylvania
$1K