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SPDR Portfolio S&P 500 Value ETF

271 hedge funds and large institutions have $2.97B invested in SPDR Portfolio S&P 500 Value ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.95%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.88%
New
52
Increased
143
Reduced
51
Closed
17
Calls
$329K
Puts
Net Calls
+$329K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
151
E&G Advisors
Texas
$1.05M -$2.14K -67 -0.2%
CPA
152
Clear Perspective Advisors
Illinois
$1.02M +$501K +15,858 +97%
FI
153
FormulaFolio Investments
Michigan
$993K +$993K +31,080 New
CBFP
154
Cedar Brook Financial Partners
Ohio
$985K +$985K +30,812 New
BTS
155
BB&T Securities
Virginia
$896K -$60.3K -1,886 -6%
DWM
156
Doyle Wealth Management
Florida
$890K +$224K +7,005 +34%
SAM
157
SignalPoint Asset Management
Missouri
$875K +$875K +27,378 New
AWA
158
Arete Wealth Advisors
Illinois
$857K -$56K -1,752 -6%
WWM
159
Western Wealth Management
Colorado
$774K -$41.2K -1,287 -5%
PA
160
PFG Advisors
Arizona
$749K +$5.12K +164 +0.7%
CAC
161
Certified Advisory Corp
Florida
$739K +$523K +16,388 +243%
GIA
162
GHP Investment Advisors
Colorado
$706K +$337K +10,562 +92%
PFM
163
Phillips Financial Management
Indiana
$697K -$173K -5,421 -20%
GSIS
164
Global Strategic Investment Solutions
Arizona
$694K +$694K +21,730 New
MIAN
165
Mariner Independent Advisor Network
Kansas
$672K -$198K -6,275 -23%
FAIM
166
Financial Advocates Investment Management
Washington
$653K -$24.8K -775 -4%
Renaissance Technologies
167
Renaissance Technologies
New York
$626K -$284K -8,900 -31%
SMFS
168
Squar Milner Financial Services
California
$621K -$1.34M -44,460 -68%
CWM
169
Cahaba Wealth Management
Georgia
$603K -$74.7K -2,339 -11%
US Bancorp
170
US Bancorp
Minnesota
$602K +$526K +16,466 +692%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K +$568K +17,779 New
ASN
172
Advisory Services Network
Georgia
$562K
CGFA
173
Colton Groome Financial Advisors
North Carolina
$542K -$5.57K -165 -1%
BCM
174
Brookstone Capital Management
Illinois
$540K +$101K +3,144 +23%
FIM
175
Fernwood Investment Management
Massachusetts
$538K