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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 %
FMN
601
Financial Management Network
California
-$507K -11,907 Closed
KM
602
Kalos Management
Georgia
-$469K -11,320 Closed
Northern Trust
603
Northern Trust
Illinois
-$284K -6,772 Closed
SDAM
604
Shulman DeMeo Asset Management
New York
-$272K -6,466 Closed
MMA
605
Miracle Mile Advisors
California
-$248K -5,894 Closed
BCP
606
Berkeley Capital Partners
Georgia
-$245K -5,830 Closed
Jane Street
607
Jane Street
New York
-$235K -5,600 Closed
JAG
608
Journey Advisory Group
Kentucky
-$228K -5,438 Closed
CFO
609
Capitol Family Office
Oregon
-$219K -5,217 Closed
TI
610
Trexquant Investment
Connecticut
-$217K -5,169 Closed
FFW
611
Fusion Family Wealth
New York
-$215K -5,116 Closed
EM
612
Excalibur Management
Massachusetts
-$206K -4,900 Closed
RPCONE
613
Retirement Planning Company of New England
Rhode Island
-$103K -2,455 Closed
RIA
614
Richwood Investment Advisors
Ohio
-$92K -2,180 Closed
CSWM
615
Cassady Schiller Wealth Management
Ohio
-$66K -1,575 Closed
TCWM
616
Total Clarity Wealth Management
Illinois
-$64K -1,525 Closed
FHA
617
First Horizon Advisors
Tennessee
-$46K -1,113 Closed
TA
618
Tectonic Advisors
Texas
-$45K -1,080 Closed
MBFW
619
Morton Brown Family Wealth
Pennsylvania
-$39K -939 Closed
LS
620
Leelyn Smith
Illinois
-$37K -870 Closed
SAM
621
Strategic Asset Management
Minnesota
-$36K -848 Closed
Bessemer Group
622
Bessemer Group
New Jersey
-$35K -827 Closed
TC
623
TAP Consulting
Missouri
-$31K -740 Closed
SMC
624
Smith, Moore & Co
Missouri
-$26K -617 Closed
RI
625
Rinkey Investments
California
-$18K -430 Closed