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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 %
GI
651
Gradient Investments
Minnesota
$49.9K
ADL
652
Asset Dedication LLC
California
$45K
BWL
653
Bogart Wealth LLC
Virginia
$43.8K -$83.4K -1,931 -66%
TWM
654
Tradition Wealth Management
Minnesota
$43K +$218 +5 +0.5%
GWS
655
Glassman Wealth Services
Virginia
$42.6K
KM
656
Kalos Management
Georgia
$41.6K
ACA
657
Atlas Capital Advisors
Wyoming
$40.4K +$10.8K +250 +36%
FFA
658
Farther Finance Advisors
California
$37.8K +$15.2K +351 +67%
GWM
659
Grand Wealth Management
Michigan
$36.4K +$36.4K +842 New
PA
660
Parallel Advisors
California
$35.6K
BLC
661
Brown, Lisle/Cummings
Rhode Island
$34.6K
HFM
662
Hartford Financial Management
Connecticut
$34.1K
WWM
663
Wagner Wealth Management
South Carolina
$33.8K +$173 +4 +0.5%
WTC
664
WhitTier Trust Company
Nevada
$32.8K
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9K
WT
666
Washington Trust
Rhode Island
$30.8K +$30.8K +712 New
PWMG
667
Prestige Wealth Management Group
New Jersey
$30.2K
WWM
668
Wolff Wiese Magana
California
$29.6K
FHA
669
First Horizon Advisors
Tennessee
$28.3K -$17.1K -395 -38%
RIA
670
Realta Investment Advisors
Delaware
$26.9K +$26.9K +622 New
CWC
671
Carolinas Wealth Consulting
North Carolina
$26.5K
CHA
672
Carmichael Hill & Associates
Maryland
$25.5K
FDCC
673
Foster Dykema Cabot & Co
Massachusetts
$25K
BWA
674
BDO Wealth Advisors
Florida
$24.6K +$130 +3 +0.5%
SCA
675
Stonebridge Capital Advisors
Minnesota
$24.5K +$24.5K +566 New