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SPDR Portfolio S&P 500 Value ETF

589 hedge funds and large institutions have $11.9B invested in SPDR Portfolio S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 260 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+35
Holders Change %
+6.32%
% of All Funds
9.32%
Holding in Top 10
101
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.69%
% of All Funds
1.6%
New
91
Increased
260
Reduced
172
Closed
48
Calls
$4.74M
Puts
$1.04M
Net Calls
+$3.7M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
551
Harbor Investment Advisory
Maryland
$26K +$26K +625 New
MA
552
MCF Advisors
Kentucky
$25K +$25K +587 New
BWM
553
Baystate Wealth Management
Massachusetts
$23K +$15.7K +373 +214%
FAG
554
Fortitude Advisory Group
Washington
$21K
BLC
555
Brown, Lisle/Cummings
Rhode Island
$20.9K +$12.5K +300 +150%
GT
556
Glenmede Trust
Pennsylvania
$18K
TWC
557
TD Waterhouse Canada
Ontario, Canada
$16.8K +$42 +1 +0.3%
WTC
558
WhitTier Trust Company
Nevada
$16K +$16K +379 New
T
559
TCWP
Ohio
$16K +$16K +390 New
CIAS
560
Capital Investment Advisory Services
North Carolina
$13K -$20.3K -484 -61%
TWM
561
Tradition Wealth Management
Minnesota
$13K
GWSG
562
GPS Wealth Strategies Group
Colorado
$13K +$10.7K +252 +467%
Citigroup
563
Citigroup
New York
$11K -$2.48K -60 -18%
CAL
564
Capital Advisors Ltd
Ohio
$11K
ACA
565
Aptus Capital Advisors
Alabama
$11K +$2.94K +71 +36%
KPCM
566
Kings Point Capital Management
New York
$10K
FWP
567
FAS Wealth Partners
Kansas
$7K
BFC
568
Bedel Financial Consulting
Indiana
$7K +$39 +1 +0.6%
RIM
569
Rockbridge Investment Management
New York
$5.16K +$1.64K +39 +46%
CWM
570
Curi Wealth Management
North Carolina
$5K
William Blair & Company
571
William Blair & Company
Illinois
$5K
AA
572
AlphaMark Advisors
Kentucky
$5K +$5K +115 New
SCA
573
Stonebridge Capital Advisors
Minnesota
$5K +$5K +123 New
SIS
574
Sound Income Strategies
Florida
$4K
RPCA
575
Running Point Capital Advisors
California
$4K