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SPDR Portfolio S&P 500 Value ETF

332 hedge funds and large institutions have $4.04B invested in SPDR Portfolio S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.01%
New
42
Increased
153
Reduced
105
Closed
39
Calls
$594K
Puts
$6K
Net Calls
+$588K
Net Calls Change
+$792K
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$423K -$67.3K -2,324 -14%
CG
227
Colony Group
Massachusetts
$416K +$416K +14,366 New
B
228
Bridgeworth
Alabama
$406K +$15.1K +522 +4%
JWCA
229
J.W. Cole Advisors
Florida
$395K +$395K +13,632 New
WPW
230
Waldron Private Wealth
Pennsylvania
$392K +$392K +13,555 New
RIA
231
Regal Investment Advisors
Michigan
$386K +$386K +13,326 New
BC
232
Brio Consultants
California
$384K -$3.71M -128,140 -91%
OIA
233
Optimum Investment Advisors
Illinois
$377K
BSW
234
Buckingham Strategic Wealth
Missouri
$368K -$392K -13,520 -52%
PC
235
Permanens Capital
New York
$353K -$801K -27,626 -69%
AP
236
Advisor Partners
California
$350K +$407 +14 +0.1%
MOS
237
MGO One Seven
Ohio
$349K -$50.4K -1,739 -13%
SFSIG
238
San Francisco Sentry Investment Group
California
$349K +$1.79K +62 +0.5%
CWM
239
Cahaba Wealth Management
Georgia
$348K -$76.8K -2,520 -18%
AIC
240
Ameritas Investment Company
Nebraska
$343K +$14.2K +489 +4%
OPS
241
Orion Portfolio Solutions
Nebraska
$340K +$159K +5,481 +88%
BF
242
BOK Financial
Oklahoma
$339K -$406K -14,001 -54%
CCWA
243
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$339K +$339K +11,683 New
SCA
244
Snowden Capital Advisors
New York
$334K +$34.5K +1,189 +12%
Principal Financial Group
245
Principal Financial Group
Iowa
$331K -$21K -724 -6%
FHA
246
Flagship Harbor Advisors
Massachusetts
$331K +$27.8K +962 +9%
DI
247
DFPG Investments
Utah
$327K -$23.5K -812 -7%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$319K
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$317K -$155K -5,328 -33%
WIC
250
Woodmont Investment Counsel
Tennessee
$311K