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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 %
AWA
126
Arete Wealth Advisors
Illinois
$894K -$112K -3,575 -11%
Renaissance Technologies
127
Renaissance Technologies
New York
$891K +$891K +28,500 New
MIAN
128
Mariner Independent Advisor Network
Kansas
$865K -$146K -4,654 -14%
PFM
129
Phillips Financial Management
Indiana
$858K -$223K -7,087 -21%
WWM
130
Western Wealth Management
Colorado
$798K +$940 +30 +0.1%
LF
131
Lantz Financial
Illinois
$788K +$788K +24,998 New
PA
132
PFG Advisors
Arizona
$766K +$8.33K +259 +1%
JFA
133
JNBA Financial Advisors
Minnesota
$707K +$504K +16,099 +248%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$682K -$7.58K -242 -1%
FHC
135
First Heartland Consultants
Missouri
$674K +$674K +21,549 New
FAIM
136
Financial Advocates Investment Management
Washington
$663K -$62.8K -2,009 -9%
CWM
137
Cahaba Wealth Management
Georgia
$663K +$3.44K +110 +0.5%
DWM
138
Doyle Wealth Management
Florida
$652K +$72.9K +2,332 +13%
SFG
139
StrategIQ Financial Group
Indiana
$613K +$394K +12,593 +180%
GG
140
GenWealth Group
New Jersey
$605K +$605K +19,200 New
ASN
141
Advisory Services Network
Georgia
$562K -$52.5K -1,679 -9%
FIM
142
Fernwood Investment Management
Massachusetts
$526K
CPA
143
Clear Perspective Advisors
Illinois
$509K +$35.3K +1,130 +7%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$508K -$5.25K -168 -1%
CGFA
145
Colton Groome Financial Advisors
North Carolina
$508K +$508K +16,236 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$490K +$40.2K +1,284 +9%
NF
147
Nikulski Financial
Iowa
$488K -$9.85K -311 -2%
RFC
148
Regions Financial Corp
Alabama
$488K
JSL
149
JT Stratford LLC
Georgia
$483K +$55K +1,760 +13%
Principal Financial Group
150
Principal Financial Group
Iowa
$481K -$144K -4,610 -23%