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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 %
CWM
676
Compass Wealth Management
Connecticut
$23.5K
LF
677
Lee Financial
Texas
$23K +$86 +2 +0.4%
CFO
678
CVA Family Office
Colorado
$20.3K
HB
679
Horizon Bancorp
Indiana
$18K +$18K +419 New
CHC
680
City Holding Co
West Virginia
$17.5K
PG
681
Prostatis Group
Maryland
$17.4K +$17.4K +17,369 New
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$14.7K +$14.7K +340 New
BONH
683
Bank of New Hampshire
New Hampshire
$14.3K
SS
684
Sunbelt Securities
Texas
$13.9K +$13.9K +322 New
PFBT
685
Parkside Financial Bank & Trust
Missouri
$12.1K
CAL
686
Capital Advisors Ltd
Ohio
$12K
CTWM
687
Cherry Tree Wealth Management
Minnesota
$11.2K +$11.2K +259 New
NRG
688
Nemes Rush Group
Michigan
$11K +$11K +254 New
CPA
689
Cardiff Park Advisors
California
$9.59K
BWM
690
Baystate Wealth Management
Massachusetts
$9.07K +$86 +2 +1%
VAG
691
VisionPoint Advisory Group
Texas
$8.9K +$8.9K +206 New
HCM
692
Hollencrest Capital Management
California
$8.64K
ACA
693
Aptus Capital Advisors
Alabama
$8.42K
KFS
694
Kelly Financial Services
Massachusetts
$7.99K +$43 +1 +0.5%
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$7.69K
AAP
696
Arax Advisory Partners
Colorado
$6.44K +$6.44K +149 New
BCMLT
697
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K +$5.4K +125 New
CT
698
Cambridge Trust
Massachusetts
$5.18K
HT
699
Headlands Technologies
Illinois
$4.88K -$29.7K -687 -86%
2L
700
25 LLC
Missouri
$4.68K