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SPDR Portfolio S&P 500 Value ETF

236 hedge funds and large institutions have $2.11B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
5.13%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.78%
New
27
Increased
119
Reduced
65
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
101
Simplicity Solutions
Minnesota
$1.87M +$1.87M +59,916 New
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.86M -$51.8K -1,655 -3%
AF
103
Advisornet Financial
Minnesota
$1.84M +$529K +16,904 +40%
RJA
104
Raymond James & Associates
Florida
$1.78M +$136K +4,356 +8%
LI
105
LVZ Inc
Michigan
$1.55M +$144K +4,616 +10%
GWM
106
Geneos Wealth Management
Colorado
$1.52M +$116K +3,715 +8%
SMG
107
Smart Money Group
Texas
$1.51M +$39.9K +1,275 +3%
CWSR
108
Chessman Wealth Strategies RIA
Texas
$1.45M -$13.8M -433,464 -90%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$1.42M -$115K -3,663 -7%
VBFP
110
Valtinson Bruner Financial Planning
Minnesota
$1.39M -$11.3K -362 -0.8%
IB
111
Intrust Bank
Kansas
$1.35M +$89.3K +2,855 +7%
AC
112
Alexandria Capital
Virginia
$1.3M +$164K +5,246 +15%
AF
113
Arrow Financial
New York
$1.29M -$370K -11,820 -22%
CCM
114
Condor Capital Management
New Jersey
$1.26M +$128K +4,087 +11%
SWP
115
Stratos Wealth Partners
Ohio
$1.25M -$435K -13,894 -26%
CB
116
Community Bank
New York
$1.23M -$8.28K -265 -0.7%
GTAM
117
Global Trust Asset Management
Florida
$1.17M +$313K +9,983 +37%
RFA
118
Reilly Financial Advisors
California
$1.15M +$123K +3,937 +12%
AWM
119
Avior Wealth Management
Nebraska
$1.14M +$145K +4,632 +15%
ACG
120
Allen Capital Group
Nebraska
$1.04M +$17.9K +571 +2%
EGA
121
E&G Advisors
Texas
$1.03M -$18.7K -598 -2%
TA
122
TCG Advisors
Texas
$1.03M +$1.02M +32,381 +26,984%
UR
123
USCA RIA
Texas
$1.01M +$104K +3,318 +11%
BTS
124
BB&T Securities
Virginia
$935K -$12.2M -390,620 -93%
Stifel Financial
125
Stifel Financial
Missouri
$906K +$49.5K +1,582 +6%