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SPDR Portfolio S&P 500 Value ETF

236 hedge funds and large institutions have $2.11B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
5.13%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.78%
New
27
Increased
119
Reduced
65
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
226
Bedel Financial Consulting
Indiana
$5K +$60 +2 +1%
FANJ
227
Financial Architects (New Jersey)
New Jersey
$4K
CFN
228
Cordasco Financial Network
Florida
$4K
VFA
229
Valeo Financial Advisors
Indiana
$4K
ACA
230
Atlas Capital Advisors
Wyoming
$3.78K -$5.19K -166 -58%
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
GRP
232
Global Retirement Partners
California
$3K +$2.26K +67 +305%
EAM
233
Eukles Asset Management
Ohio
$3K +$3K +96 New
MWM
234
Meridian Wealth Management
Kentucky
$1.03K +$1.03K +3,303 New
JWM
235
Jackson Wealth Management
Florida
-$15.5M -511,597 Closed
Jane Street
236
Jane Street
New York
-$1.69M -55,922 Closed
KWM
237
Kingsview Wealth Management
Oregon
-$908K -29,994 Closed
BSW
238
Buckingham Strategic Wealth
Missouri
-$588K -19,402 Closed
TRCT
239
Tower Research Capital (TRC)
New York
-$359K -11,841 Closed
DG
240
Delek Group
Israel
-$333K -11,056 Closed
Millennium Management
241
Millennium Management
New York
-$260K -8,572 Closed
VCM
242
Virtue Capital Management
Tennessee
-$257K -8,485 Closed
Creative Planning
243
Creative Planning
Kansas
-$256K -8,460 Closed
TSS
244
Two Sigma Securities
New York
-$242K -7,981 Closed
GFPC
245
Global Financial Private Capital
Florida
-$201K -6,645 Closed
WAM
246
Wealthspire Advisors (Maryland)
Maryland
-$104K -3,449 Closed
NWM
247
Northwest Wealth Management
Iowa
-$92K -3,025 Closed
SHIM
248
Stone House Investment Management
Pennsylvania
-$46K -1,512 Closed
WCM
249
WealthBridge Capital Management
Ohio
-$30K -975 Closed
PA
250
Parallel Advisors
California
-$14K -457 Closed