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SPDR Portfolio S&P 500 Value ETF

171 hedge funds and large institutions have $935M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
3.92%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
33
Increased
85
Reduced
32
Closed
17
Calls
$9.31M
Puts
Net Calls
+$9.31M
Net Calls Change
+$9.31M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$12K
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$11K
S
153
SignatureFD
Georgia
$10K
US Bancorp
154
US Bancorp
Minnesota
$8K -$12.5K -390 -61%
CFGS
155
Concourse Financial Group Securities
Alabama
$8K +$8K +253 New
GP
156
Girard Partners
Pennsylvania
$7K +$7K +250 New
WC
157
Whitney & Co
New York
$6K
PA
158
Parallel Advisors
California
$6K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +186 New
APP
160
Avantax Planning Partners
Iowa
$5K +$5K +168 New
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$5K +$5K +172 New
FANJ
162
Financial Architects (New Jersey)
New Jersey
$4K
BlackRock
163
BlackRock
New York
$4K +$1.16K +39 +41%
CFN
164
Cordasco Financial Network
Florida
$4K +$4K +134 New
BFC
165
Bedel Financial Consulting
Indiana
$4K +$4K +164 New
ACA
166
Atlas Capital Advisors
Wyoming
$3.79K
SEI Investments
167
SEI Investments
Pennsylvania
$3K -$681K -19,298 -100%
TWA
168
TCI Wealth Advisors
Arizona
$2K +$2K +76 New
GEA
169
Glen Eagle Advisors
New Jersey
$1.56K +$1.25K +40 +400%
HI
170
Horizon Investments
North Carolina
-$43.2M -1,458,191 Closed
PI
171
PFS Investments
Georgia
-$16.9M -557,323 Closed
FFS
172
Founders Financial Securities
Maryland
-$4.99M -168,329 Closed
SB
173
Suntrust Banks
Georgia
-$7.75M -67,081 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
-$813K -27,450 Closed
LIC
175
Lodestar Investment Counsel
Illinois
-$657K -22,172 Closed