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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.

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 %
WAS
76
Winch Advisory Services
Wisconsin
$99K +$99K +3,235 New
AWM
77
Avior Wealth Management
Nebraska
$84K
SWP
78
Stratos Wealth Partners
Ohio
$78K +$78K +2,540 New
CDIA
79
Capital Directions Investment Advisors
Georgia
$66K +$7.46K +243 +13%
Citigroup
80
Citigroup
New York
$61K +$20K +656 +49%
WWM
81
Wagner Wealth Management
South Carolina
$43K +$43K +1,368 New
SPIA
82
Steward Partners Investment Advisory
New York
$42K +$42K +1,372 New
MOS
83
MGO One Seven
Ohio
$31K +$31K +1,000 New
GBBWRPM
84
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$26K +$26K +811 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$23K -$1.56K -51 -6%
JCM
86
Jacobi Capital Management
Pennsylvania
$21K
US Bancorp
87
US Bancorp
Minnesota
$20K
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$19K +$19K +624 New
TAIM
89
TD Ameritrade Investment Management
Nebraska
$17K
KJWM
90
Kiley Juergens Wealth Management
Washington
$14K +$14K +484 New
APA
91
American Portfolios Advisors
New York
$12.3K +$12.3K +400 New
CA
92
Calton & Associates
Florida
$11K +$11K +356 New
FGC
93
Financial Gravity Companies
Texas
$10K +$10K +326 New
OSNBOA
94
Old Second National Bank of Aurora
Illinois
$10K +$10K +339 New
STA
95
Summit Trail Advisors
New York
$9K +$9K +300 New
PA
96
Parallel Advisors
California
$6K -$18K -600 -75%
VCM
97
Virtue Capital Management
Tennessee
$6K +$6K +192 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +140 New
BlackRock
99
BlackRock
New York
$3K
AssetMark Inc
100
AssetMark Inc
California
$2K -$6K -204 -75%