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SPDR Portfolio S&P 500 Value ETF

718 hedge funds and large institutions have $13.5B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 282 increasing their positions, 259 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+32
Holders Change %
+4.66%
% of All Funds
11.32%
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.66%
New
87
Increased
282
Reduced
259
Closed
45
Calls
$8.83M
Puts
$617K
Net Calls
+$8.21M
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
551
Lido Advisors
California
$298K +$84.5K +1,957 +40%
CWP
552
Concord Wealth Partners
Virginia
$293K +$19.6K +453 +7%
Manulife (Manufacturers Life Insurance)
553
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$290K -$153K -3,540 -35%
SEI Investments
554
SEI Investments
Pennsylvania
$289K +$43.8K +1,015 +18%
BAM
555
Belpointe Asset Management
Nevada
$286K -$94.7K -2,193 -25%
MCCP
556
Mission Creek Capital Partners
California
$284K +$8.68K +201 +3%
RPC
557
Rossmore Private Capital
Connecticut
$282K -$70.9K -1,641 -20%
ST
558
Smithfield Trust
Pennsylvania
$277K
SS
559
Simplicity Solutions
Minnesota
$276K -$1.5M -34,819 -85%
SW
560
Simplicity Wealth
New Jersey
$276K +$276K +6,380 New
ASN
561
Advisory Services Network
Georgia
$276K +$6.57K +152 +2%
GAM
562
Grandview Asset Management
Pennsylvania
$275K +$952 +22 +0.3%
HAS
563
HBW Advisory Services
California
$272K +$272K +6,302 New
DCM
564
DGS Capital Management
New Jersey
$271K +$7.69K +178 +3%
ESB
565
Essex Savings Bank
Connecticut
$271K -$72.1K -1,670 -21%
OSNBOA
566
Old Second National Bank of Aurora
Illinois
$267K +$7.17K +166 +3%
BI
567
Berkeley Inc
Idaho
$264K
ATPW
568
Ashton Thomas Private Wealth
Arizona
$260K -$389 -9 -0.1%
WFMPM
569
Woodley Farra Manion Portfolio Management
Indiana
$259K +$259K +6,003 New
WEPOG
570
Wealth Enhancement & Preservation of GA
Georgia
$255K +$255K +5,900 New
PFO
571
Pathstone Family Office
New Jersey
$251K
RWM
572
Rockwood Wealth Management
Pennsylvania
$250K -$5.27K -122 -2%
FG
573
Fiduciary Group
Georgia
$250K -$2.38K -55 -0.9%
RPCONE
574
Retirement Planning Company of New England
Rhode Island
$247K +$11.5K +267 +5%
GA
575
Goldstein Advisors
Wisconsin
$246K