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SPDR Portfolio S&P 500 Value ETF

57 hedge funds and large institutions have $112M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Corrado Advisors
New Jersey
$683K -$115K -3,956 -14%
KWM
27
Kingsview Wealth Management
Oregon
$656K -$47.4K -1,624 -7%
IA
28
IFP Advisors
Florida
$616K +$70.2K +2,408 +13%
AFP
29
Ausdal Financial Partners
Iowa
$585K +$3.03K +104 +0.5%
ALIONA
30
Allianz Life Insurance of North America
Minnesota
$530K -$57.8K -1,984 -10%
RFC
31
Regions Financial Corp
Alabama
$455K
AF
32
Arrow Financial
New York
$439K -$29.9K -1,024 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$429K -$20.9K -716 -5%
SG Americas Securities
34
SG Americas Securities
New York
$415K +$83.7K +2,868 +25%
Goldman Sachs
35
Goldman Sachs
New York
$412K +$158K +5,412 +62%
OIA
36
Optimum Investment Advisors
Illinois
$397K -$11.1K -380 -3%
NPC
37
National Planning Corporation
California
$356K -$478K -16,424 -57%
SFSIG
38
San Francisco Sentry Investment Group
California
$338K
KM
39
Kalos Management
Georgia
$337K -$19.4K -664 -5%
BTS
40
BB&T Securities
Virginia
$312K +$10.5K +360 +3%
LWAC
41
Laurel Wealth Advisors (California)
California
$248K
LNC
42
Lincoln National Corp
Pennsylvania
$245K
VNA
43
Valley National Advisers
Pennsylvania
$127K
GWM
44
Geneos Wealth Management
Colorado
$94K +$13K +448 +16%
AWM
45
Avior Wealth Management
Nebraska
$80K
AG
46
Advisor Group
Arizona
$71K +$24.5K +832 +53%
CDIA
47
Capital Directions Investment Advisors
Georgia
$56K
Citigroup
48
Citigroup
New York
$39K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$23K +$114 +4 +0.5%
JCM
50
Jacobi Capital Management
Pennsylvania
$20K +$20K +680 New