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SPDR Portfolio S&P 500 Value ETF

604 hedge funds and large institutions have $9.99B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
10.21%
Holding in Top 10
100
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.99%
% of All Funds
1.69%
New
74
Increased
255
Reduced
211
Closed
49
Calls
$6.54M
Puts
$1.58M
Net Calls
+$4.96M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
S
526
SignatureFD
Georgia
$98K -$237K -6,426 -71%
MDCM
527
Morgan Dempsey Capital Management
Wisconsin
$98K +$98K +2,651 New
TFGT
528
TS Financial Group (TSFG)
Illinois
$90K +$222 +6 +0.2%
TWC
529
TD Waterhouse Canada
Ontario, Canada
$85.1K +$70.1K +1,882 +469%
COCM
530
Charter Oak Capital Management
New Hampshire
$84K
AA
531
AlphaMark Advisors
Kentucky
$83K +$78.8K +2,140 +1,861%
HF
532
Halpern Financial
Virginia
$81.1K +$41.8K +1,136 +106%
HWA
533
Heritage Wealth Advisors
Virginia
$81K +$81K +2,200 New
PB
534
Pinnacle Bancorp
Nebraska
$80K -$30.7K -839 -28%
CMP
535
Coston McIsaac & Partners
Maine
$79K +$79K +2,148 New
VVP
536
Venture Visionary Partners
Ohio
$58.7K +$58.7K +1,593 New
WWM
537
Wagner Wealth Management
South Carolina
$56K -$55.3K -1,513 -50%
TCWM
538
Total Clarity Wealth Management
Illinois
$56K +$56K +1,525 New
NL
539
NVWM LLC
Pennsylvania
$54K
Qube Research & Technologies (QRT)
540
Qube Research & Technologies (QRT)
United Kingdom
$52K -$1.37M -37,409 -96%
BW
541
Bison Wealth
Georgia
$44K
PWMG
542
Prestige Wealth Management Group
New Jersey
$44K
TIM
543
Tortoise Investment Management
New York
$43K +$4.38K +120 +11%
AssetMark Inc
544
AssetMark Inc
California
$42K -$12.5M -340,344 -100%
ADL
545
Asset Dedication LLC
California
$39K
DI
546
Disciplined Investments
Oklahoma
$37K
GWS
547
Glassman Wealth Services
Virginia
$36K
SWM
548
SeaCrest Wealth Management
New York
$36K +$36K +981 New
LF
549
Lee Financial
Texas
$33K +$9.21K +250 +39%
CWC
550
Carolinas Wealth Consulting
North Carolina
$32K