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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 %
SS
101
Simplicity Solutions
Minnesota
$360K +$360K +12,141 New
JSL
102
JT Stratford LLC
Georgia
$349K +$11.7K +396 +3%
SFSIG
103
San Francisco Sentry Investment Group
California
$344K
AWM
104
Avior Wealth Management
Nebraska
$344K +$137K +4,635 +67%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$337K +$322K +10,861 +2,130%
FIA
106
Foundations Investment Advisors
Arizona
$311K +$311K +10,492 New
BA
107
BKS Advisors
Michigan
$305K +$305K +10,285 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281K +$281K +9,477 New
OAM
109
Occidental Asset Management
California
$272K +$272K +9,196 New
SMC
110
Smith, Moore & Co
Missouri
$256K +$26.1K +881 +11%
LNC
111
Lincoln National Corp
Pennsylvania
$249K +$30 +1 +0%
FIM
112
Fernwood Investment Management
Massachusetts
$245K +$245K +8,277 New
Stifel Financial
113
Stifel Financial
Missouri
$239K +$35.3K +1,190 +17%
OCM
114
One Capital Management
California
$205K +$205K +6,930 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$154K +$154K +5,204 New
WP
116
WealthShield Partners
North Carolina
$149K +$99.4K +3,348 +200%
LFG
117
LifePlan Financial Group
Ohio
$132K +$38.3K +1,296 +41%
VNA
118
Valley National Advisers
Pennsylvania
$129K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$126K +$126K +4,243 New
WF
120
WealthTrust Fairport
Ohio
$123K +$123K +4,144 New
APA
121
American Portfolios Advisors
New York
$74.5K
APSP
122
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$61K +2,070 New
OIA
123
OneDigital Investment Advisors
Kansas
$47K +$43.3K +1,454 +1,163%
JFA
124
JNBA Financial Advisors
Minnesota
$45K +$45K +1,521 New
CF
125
Centaurus Financial
California
$43K +$43K +1,461 New