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SPDR Portfolio S&P 500 Value ETF

722 hedge funds and large institutions have $13.4B invested in SPDR Portfolio S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 312 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
11.51%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
61
Increased
312
Reduced
259
Closed
48
Calls
$21.8M
Puts
$659K
Net Calls
+$21.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
751
NovaPoint Capital
Georgia
-$207K -4,791 Closed
FFW
752
Fusion Family Wealth
New York
-$203K -4,706 Closed
SSB
753
Sandy Spring Bank
Maryland
-$162K -3,758 Closed
Simplex Trading
754
Simplex Trading
Illinois
-$139K -3,225 Closed
ODG
755
O'Dell Group
Ohio
-$122K -2,816 Closed
FA
756
Fiduciary Alliance
South Carolina
-$113K -2,612 Closed
SIC
757
Salem Investment Counselors
North Carolina
-$112K -2,582 Closed
HS
758
Horan Securities
United States
-$77K -1,782 Closed
AC
759
AlphaCore Capital
California
-$71K -1,644 Closed
KM
760
Kalos Management
Georgia
-$41.6K -962 Closed
WWM
761
Wagner Wealth Management
South Carolina
-$33.8K -783 Closed
SCA
762
Stonebridge Capital Advisors
Minnesota
-$24.5K -566 Closed
CWM
763
Compass Wealth Management
Connecticut
-$23.5K -545 Closed
LF
764
Lee Financial
Texas
-$23K -532 Closed
CFO
765
CVA Family Office
Colorado
-$20.3K -470 Closed
NRG
766
Nemes Rush Group
Michigan
-$11K -254 Closed
CPA
767
Cardiff Park Advisors
California
-$9.59K -222 Closed
HT
768
Headlands Technologies
Illinois
-$4.88K -113 Closed
2L
769
25 LLC
Missouri
-$4.68K -106 Closed
HWA
770
HHM Wealth Advisors
Tennessee
-$1.38K -32 Closed
UB
771
UMB Bank
Missouri
-$86 -2 Closed