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SPDR Portfolio S&P 500 Value ETF

102 hedge funds and large institutions have $234M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+45
Holders Change %
+78.95%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
50
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
51
Royal Fund Management
Florida
$562K +$562K +18,321 New
ALIONA
52
Allianz Life Insurance of North America
Minnesota
$546K -$12.4K -405 -2%
MAS
53
Managed Account Services
Florida
$545K +$545K +17,750 New
LFG
54
Larson Financial Group
Missouri
$520K +$520K +16,946 New
LNC
55
Lincoln National Corp
Pennsylvania
$516K +$258K +8,407 +100%
RFC
56
Regions Financial Corp
Alabama
$479K
OIA
57
Optimum Investment Advisors
Illinois
$418K
SMFS
58
Squar Milner Financial Services
California
$411K +$411K +12,703 New
AF
59
Arrow Financial
New York
$406K -$55.9K -1,820 -12%
GTAM
60
Global Trust Asset Management
Florida
$404K +$404K +13,158 New
BTS
61
BB&T Securities
Virginia
$393K +$63.8K +2,078 +19%
HighTower Advisors
62
HighTower Advisors
Illinois
$391K -$58.7K -1,922 -13%
PFM
63
Phillips Financial Management
Indiana
$381K +$381K +12,203 New
FAIM
64
Financial Advocates Investment Management
Washington
$374K +$374K +12,200 New
PAG
65
Private Advisor Group
New Jersey
$369K -$709K -22,899 -66%
PA
66
PFG Advisors
Arizona
$359K +$359K +11,715 New
KM
67
Kalos Management
Georgia
$358K +$3.5K +114 +1%
SFSIG
68
San Francisco Sentry Investment Group
California
$356K
GWM
69
Geneos Wealth Management
Colorado
$301K +$202K +6,590 +203%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$288K +$288K +9,396 New
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$272K +$272K +8,871 New
CA
72
Cetera Advisors
Colorado
$210K +$210K +6,789 New
AF
73
Advisornet Financial
Minnesota
$135K +$135K +4,396 New
VNA
74
Valley National Advisers
Pennsylvania
$134K
AG
75
Advisor Group
Arizona
$134K +$59.7K +1,941 +80%