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SPDR Portfolio S&P 500 Value ETF

60 hedge funds and large institutions have $109M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$676K +$389K +13,704 +136%
AFP
27
Ausdal Financial Partners
Iowa
$567K
ALIONA
28
Allianz Life Insurance of North America
Minnesota
$551K +$19.2K +704 +4%
IA
29
IFP Advisors
Florida
$532K +$92.1K +3,240 +21%
AF
30
Arrow Financial
New York
$457K +$57.6K +2,024 +14%
RFC
31
Regions Financial Corp
Alabama
$443K
HighTower Advisors
32
HighTower Advisors
Illinois
$439K +$439K +15,444 New
OIA
33
Optimum Investment Advisors
Illinois
$398K -$88.1K -3,100 -18%
KM
34
Kalos Management
Georgia
$347K -$5.9K -208 -2%
SFSIG
35
San Francisco Sentry Investment Group
California
$330K
SG Americas Securities
36
SG Americas Securities
New York
$323K +$323K +11,360 New
BTS
37
BB&T Securities
Virginia
$294K +$6.92K +244 +2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$273K -$3.41K -120 -1%
LWAC
39
Laurel Wealth Advisors (California)
California
$248K +$248K +8,752 New
Goldman Sachs
40
Goldman Sachs
New York
$247K +$247K +8,708 New
LNC
41
Lincoln National Corp
Pennsylvania
$239K -$1.82K -64 -0.8%
TSS
42
Two Sigma Securities
New York
$219K +$219K +7,724 New
VNA
43
Valley National Advisers
Pennsylvania
$124K
Creative Planning
44
Creative Planning
Kansas
$92K -$114 -4 -0.1%
GWM
45
Geneos Wealth Management
Colorado
$79K
AWM
46
Avior Wealth Management
Nebraska
$78K
CDIA
47
Capital Directions Investment Advisors
Georgia
$54K
US Bancorp
48
US Bancorp
Minnesota
$52K
AG
49
Advisor Group
Arizona
$45K -$2.96K -104 -6%
Citigroup
50
Citigroup
New York
$38K +$17.8K +628 +88%