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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 %
LNC
101
Lincoln National Corp
Pennsylvania
$247K -$247K -8,406 -50%
SMC
102
Smith, Moore & Co
Missouri
$228K +$228K +7,755 New
AWM
103
Avior Wealth Management
Nebraska
$205K +$124K +4,214 +153%
Stifel Financial
104
Stifel Financial
Missouri
$201K +$201K +6,857 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$134K +$130K +4,426 +3,161%
VNA
106
Valley National Advisers
Pennsylvania
$128K
LFG
107
LifePlan Financial Group
Ohio
$93K +$93K +3,170 New
AF
108
Allworth Financial
California
$87K +$87K +2,956 New
SWP
109
Stratos Wealth Partners
Ohio
$76K +$887 +30 +1%
APA
110
American Portfolios Advisors
New York
$73.9K +$62.2K +2,114 +529%
CDIA
111
Capital Directions Investment Advisors
Georgia
$63K +$29 +1 +0%
MOS
112
MGO One Seven
Ohio
$59K +$29.5K +1,000 +100%
WP
113
WealthShield Partners
North Carolina
$49K +$49K +1,671 New
WWM
114
Wagner Wealth Management
South Carolina
$40K +$233 +8 +0.6%
FGC
115
Financial Gravity Companies
Texas
$25K +$15.4K +519 +159%
FGAM
116
Financial Gravity Asset Management
Texas
$25K +$25K +845 New
GBBWRPM
117
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$22K +$29 +1 +0.1%
JCM
119
Jacobi Capital Management
Pennsylvania
$20K +$117 +4 +0.6%
US Bancorp
120
US Bancorp
Minnesota
$19K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$18K
TAIM
122
TD Ameritrade Investment Management
Nebraska
$15K -$1.47K -50 -9%
AIM
123
Advantage Investment Management
Iowa
$15K +$15K +499 New
Citigroup
124
Citigroup
New York
$12K -$48K -1,600 -80%
OSNBOA
125
Old Second National Bank of Aurora
Illinois
$10K