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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.

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 %
Mariner
76
Mariner
Kansas
$616K +$57K +1,924 +10%
KWM
77
Kingsview Wealth Management
Oregon
$614K +$2.94K +99 +0.5%
AFP
78
Ausdal Financial Partners
Iowa
$598K +$296 +10 +0%
GWM
79
Geneos Wealth Management
Colorado
$574K +$57.4K +1,938 +11%
SEI Investments
80
SEI Investments
Pennsylvania
$574K +$571K +19,292 +21,200%
Invesco
81
Invesco
Georgia
$566K +$566K +19,097 New
SWP
82
Stratos Wealth Partners
Ohio
$555K +$479K +16,148 +628%
PA
83
PFG Advisors
Arizona
$543K +$135K +4,550 +33%
GTAM
84
Global Trust Asset Management
Florida
$529K +$5.13K +173 +1%
CCM
85
Condor Capital Management
New Jersey
$470K +$203K +6,856 +76%
PAG
86
Private Advisor Group
New Jersey
$463K -$857K -28,977 -65%
RFC
87
Regions Financial Corp
Alabama
$462K
TCM
88
Tradition Capital Management
New Jersey
$446K +$35.9K +1,211 +9%
AIS
89
American Investment Services
Massachusetts
$440K -$625K -21,084 -59%
EGA
90
E&G Advisors
Texas
$436K +$436K +14,705 New
MSAM
91
Moloney Securities Asset Management
Missouri
$428K +$145K +4,907 +51%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$422K +$35.1K +1,186 +9%
SFP
93
Shepherd Financial Partners
Massachusetts
$415K +$415K +14,006 New
HighTower Advisors
94
HighTower Advisors
Illinois
$413K +$33.8K +1,141 +9%
AF
95
Arrow Financial
New York
$392K
OIA
96
Optimum Investment Advisors
Illinois
$385K -$18.4K -620 -5%
KM
97
Kalos Management
Georgia
$378K -$31.3K -1,059 -8%
AWA
98
Arete Wealth Advisors
Illinois
$373K +$86.4K +2,914 +30%
TRCT
99
Tower Research Capital (TRC)
New York
$362K -$571K -19,301 -61%
FAIM
100
Financial Advocates Investment Management
Washington
$361K