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SPDR Portfolio S&P 500 Value ETF

850 hedge funds and large institutions have $18.4B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 359 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+12
Holders Change %
+1.43%
% of All Funds
12.32%
Holding in Top 10
137
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.79%
% of All Funds
1.99%
New
95
Increased
359
Reduced
288
Closed
70
Calls
$12.2M
Puts
$366K
Net Calls
+$11.9M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
776
Venturi Wealth Management
Texas
$56.2K
ACA
777
Atlas Capital Advisors
Wyoming
$54.9K +$2K +40 +4%
OLVIG
778
Oliver Lagore Vanvalin Investment Group
Michigan
$53.9K -$130K -2,587 -71%
ADL
779
Asset Dedication LLC
California
$53K
QCG
780
Quadrant Capital Group
Ohio
$50.1K
HWP
781
Highline Wealth Partners
California
$49.7K +$23.9K +477 +93%
RIA
782
Realta Investment Advisors
Delaware
$48.8K +$48.8K +974 New
CSWM
783
Cassady Schiller Wealth Management
Ohio
$45.7K
TIM
784
Tortoise Investment Management
New York
$45.1K
Jones Financial Companies
785
Jones Financial Companies
Missouri
$43.3K +$43.3K +864 New
GWM
786
Grand Wealth Management
Michigan
$42.1K
VAMG
787
Voisard Asset Management Group
Michigan
$41.6K
CA
788
Clearstead Advisors
Ohio
$40.6K
WTC
789
WhitTier Trust Company
Nevada
$38K
CAM
790
Costello Asset Management
Pennsylvania
$37.4K +$37.4K +747 New
SS
791
Sunbelt Securities
Texas
$37.4K -$5.56K -111 -13%
FDCDDQ
792
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37K
FHA
793
First Horizon Advisors
Tennessee
$36.4K -$9.12K -182 -20%
PMFA
794
Plante Moran Financial Advisors
Michigan
$35K +$4.71K +94 +16%
SIC
795
Salem Investment Counselors
North Carolina
$34.7K +$34.7K +693 New
WWM
796
Wolff Wiese Magana
California
$32.7K
CWC
797
Carolinas Wealth Consulting
North Carolina
$30.7K
CHA
798
Carmichael Hill & Associates
Maryland
$29.6K
CA
799
Crewe Advisors
Utah
$28.6K +$28.6K +570 New
FDCP
800
Foster Dykema Cabot & Partners
Massachusetts
$28.5K