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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 %
SHJ
176
Sharkey, Howes & Javer
Colorado
$265K
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$265K +$265K +8,457 New
FAAS
178
First Allied Advisory Services
California
$261K +$261K +8,358 New
CA
179
Cetera Advisors
Colorado
$259K -$76K -2,394 -23%
NP
180
NorthRock Partners
Minnesota
$254K +$254K +8,095 New
ICMP
181
Integrated Capital Management (Pennsylvania)
Pennsylvania
$252K -$2.22K -71 -0.9%
LFG
182
LifePlan Financial Group
Ohio
$237K -$17.1K -548 -7%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$235K +$212K +6,789 +911%
WP
184
WealthShield Partners
North Carolina
$229K -$89.1K -2,843 -28%
WP
185
WealthSource Partners
California
$217K -$162K -5,182 -43%
AA
186
Alesco Advisors
New York
$215K +$156 +5 +0.1%
CAC
187
Certified Advisory Corp
Florida
$211K +$211K +6,749 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$200K +$172K +5,507 +619%
FHA
189
Flagship Harbor Advisors
Massachusetts
$181K
GEA
190
Glen Eagle Advisors
New Jersey
$174K +$122K +3,916 +237%
CAGAS
191
Capital Advisory Group Advisory Services
Minnesota
$170K -$650K -20,717 -79%
William Blair & Company
192
William Blair & Company
Illinois
$169K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$154K +$68.7K +2,180 +81%
Deutsche Bank
194
Deutsche Bank
Germany
$149K +$148K +4,749 +18,265%
VNA
195
Valley National Advisers
Pennsylvania
$136K
APA
196
American Portfolios Advisors
New York
$135K
OIA
197
OneDigital Investment Advisors
Kansas
$131K +$48.4K +1,548 +59%
ESB
198
Essex Savings Bank
Connecticut
$124K
CF
199
Centaurus Financial
California
$109K +$106K +3,373 +3,340%
CFD
200
Creative Financial Designs
Indiana
$87K