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SPDR Portfolio S&P 500 Value ETF

136 hedge funds and large institutions have $782M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+34
Holders Change %
+33.33%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
43
Increased
65
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
51
Paulson Wealth Management
Illinois
$1.44M -$1.5K -51 -0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.42M +$244K +8,311 +21%
SI
53
Stephens Inc
Arkansas
$1.4M +$1.4M +47,667 New
AI
54
Atria Investments
North Carolina
$1.37M +$1.37M +46,703 New
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$1.35M +$1.08M +36,861 +416%
WP
56
WealthSource Partners
California
$1.34M +$1.34M +45,570 New
PFM
57
Phillips Financial Management
Indiana
$1.33M +$970K +33,322 +273%
PAG
58
Private Advisor Group
New Jersey
$1.31M +$961K +32,699 +274%
AF
59
Advisornet Financial
Minnesota
$1.19M +$1.06M +36,093 +821%
MFT
60
Moisand Fitzgerald Tamayo
Florida
$1.1M +$1.1M +37,430 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.09M +$224K +7,633 +26%
AIS
62
American Investment Services
Massachusetts
$1.06M +$1.06M +35,922 New
RMAM
63
Raab & Moskowitz Asset Management
New Jersey
$963K +$415K +14,136 +76%
MAS
64
Managed Account Services
Florida
$941K +$419K +14,265 +80%
TRCT
65
Tower Research Capital (TRC)
New York
$927K +$927K +31,531 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$925K -$66.9K -2,278 -7%
XS
67
XR Securities
Illinois
$895K -$1.3M -44,121 -59%
CA
68
Cetera Advisors
Colorado
$864K +$665K +22,665 +334%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$844K +$20.6K +700 +2%
RFA
70
Reilly Financial Advisors
California
$843K +$165K +5,613 +24%
MML Investors Services
71
MML Investors Services
Massachusetts
$842K +$171K +5,833 +26%
SMFS
72
Squar Milner Financial Services
California
$773K +$399K +13,575 +107%
CB
73
Community Bank
New York
$756K +$756K +25,730 New
F
74
F3Logic
Minnesota
$697K +$697K +23,604 New
LI
75
LVZ Inc
Michigan
$685K +$685K +23,286 New