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SPDR Portfolio S&P 500 Value ETF

48 hedge funds and large institutions have $81.4M invested in SPDR Portfolio S&P 500 Value ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$298K +$17.1K +664 +6%
VWA
27
V Wealth Advisors
Kansas
$293K -$1.54K -60 -0.5%
BTS
28
BB&T Securities
Virginia
$254K +$31.9K +1,244 +14%
SG Americas Securities
29
SG Americas Securities
New York
$251K +$72K +2,800 +40%
LNC
30
Lincoln National Corp
Pennsylvania
$216K
Ameriprise
31
Ameriprise
Minnesota
$214K +$214K +8,264 New
VNA
32
Valley National Advisers
Pennsylvania
$112K
Creative Planning
33
Creative Planning
Kansas
$83K
GWM
34
Geneos Wealth Management
Colorado
$72K -$309K -12,000 -81%
AWM
35
Avior Wealth Management
Nebraska
$71K
US Bancorp
36
US Bancorp
Minnesota
$59K +$27.9K +1,080 +90%
CDIA
37
Capital Directions Investment Advisors
Georgia
$49K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$47K +$17.7K +688 +60%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$45K -$208 -8 -0.5%
MFS
40
MSI Financial Services
Massachusetts
$38K
EWM
41
Evercore Wealth Management
New York
$26K
NFG
42
Next Financial Group
Texas
$21K +$21K +800 New
BlackRock
43
BlackRock
New York
$10K
IWM
44
Integrated Wealth Management
California
$8K
S
45
SignatureFD
Georgia
$8K
JFA
46
JNBA Financial Advisors
Minnesota
$8K +$8K +320 New
BP
47
Ballentine Partners
Massachusetts
$2K
Jane Street
48
Jane Street
New York
-$1.23M -48,952 Closed
DADC
49
D.A. Davidson & Co
Montana
-$3K -152 Closed