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SPDR Portfolio S&P 500 Value ETF

233 hedge funds and large institutions have $1.83B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.05%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.76%
New
39
Increased
125
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
PFG Advisors
Arizona
$742K +$7.59K +241 +1%
FAIM
127
Financial Advocates Investment Management
Washington
$703K +$273K +9,012 +63%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$667K +$50.5K +1,669 +8%
CWM
129
Cahaba Wealth Management
Georgia
$639K +$2.94K +97 +0.5%
Principal Financial Group
130
Principal Financial Group
Iowa
$605K -$15K -495 -2%
ASN
131
Advisory Services Network
Georgia
$595K +$583K +19,266 +4,902%
BA
132
BKS Advisors
Michigan
$593K -$4.27K -141 -0.7%
BSW
133
Buckingham Strategic Wealth
Missouri
$588K +$588K +19,402 New
DWM
134
Doyle Wealth Management
Florida
$571K +$197K +6,386 +53%
PSUF
135
People's United Financial
Connecticut
$520K +$261K +8,620 +101%
FIM
136
Fernwood Investment Management
Massachusetts
$509K +$188K +6,197 +58%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$499K -$97.3K -3,213 -16%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$497K +$497K +16,423 New
NF
139
Nikulski Financial
Iowa
$476K +$100K +3,309 +27%
RFC
140
Regions Financial Corp
Alabama
$472K
SCM
141
Stonehearth Capital Management
Massachusetts
$469K
CPA
142
Clear Perspective Advisors
Illinois
$459K -$63.1K -2,083 -12%
PWM
143
Paulson Wealth Management
Illinois
$455K -$1.02M -33,564 -69%
LNC
144
Lincoln National Corp
Pennsylvania
$437K +$182K +6,018 +72%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$435K -$6.96M -230,084 -94%
HighTower Advisors
146
HighTower Advisors
Illinois
$433K +$37.4K +1,235 +9%
JSL
147
JT Stratford LLC
Georgia
$415K +$27.3K +902 +7%
OIA
148
Optimum Investment Advisors
Illinois
$394K
WP
149
WealthSource Partners
California
$367K -$24.4K -806 -6%
RIA
150
Regal Investment Advisors
Michigan
$362K +$19.3K +638 +6%