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SPDR Portfolio S&P 500 Value ETF

155 hedge funds and large institutions have $803M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
32
Increased
75
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.42M -$7.32K -247 -0.5%
SI
52
Stephens Inc
Arkansas
$1.38M -$37.4K -1,261 -3%
CWSR
53
Chessman Wealth Strategies RIA
Texas
$1.37M -$2.46M -83,009 -64%
AF
54
Advisornet Financial
Minnesota
$1.32M +$115K +3,894 +10%
RMAM
55
Raab & Moskowitz Asset Management
New Jersey
$1.29M +$321K +10,847 +33%
MAS
56
Managed Account Services
Florida
$1.24M +$289K +9,761 +30%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$1.23M +$125K +4,218 +11%
SMFS
58
Squar Milner Financial Services
California
$1.16M +$383K +12,914 +49%
WP
59
WealthSource Partners
California
$944K -$406K -13,702 -30%
RJA
60
Raymond James & Associates
Florida
$922K +$922K +31,129 New
CA
61
Cetera Advisors
Colorado
$920K +$48.4K +1,634 +6%
LI
62
LVZ Inc
Michigan
$918K +$228K +7,687 +33%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$912K -$20.1K -680 -2%
MML Investors Services
64
MML Investors Services
Massachusetts
$861K +$12.6K +425 +1%
RFA
65
Reilly Financial Advisors
California
$847K -$2.87K -97 -0.3%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$813K -$665K -22,450 -45%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$813K -$38.1K -1,286 -4%
DG
68
Delek Group
Israel
$809K -$815K -27,498 -50%
ACG
69
Allen Capital Group
Nebraska
$801K +$801K +27,030 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$777K +$450K +14,853 +138%
BWFA
71
Baltimore-Washington Financial Advisors
Maryland
$768K +$140K +4,737 +22%
CB
72
Community Bank
New York
$759K -$2.96K -100 -0.4%
SPIA
73
Steward Partners Investment Advisory
New York
$713K +$451K +15,212 +172%
BTS
74
BB&T Securities
Virginia
$704K +$29.4K +995 +4%
LIC
75
Lodestar Investment Counsel
Illinois
$657K +$657K +22,172 New