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SPDR Portfolio S&P 500 Value ETF

221 hedge funds and large institutions have $1.59B invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+50
Holders Change %
+29.24%
% of All Funds
4.93%
Holding in Top 10
28
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+133.33%
% of All Funds
0.62%
New
70
Increased
105
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Next Financial Group
Texas
$18K +$18K +652 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$17K
JCM
203
Julex Capital Management
Massachusetts
$16K +$16K +606 New
FGC
204
Financial Gravity Companies
Texas
$15K +$15K +523 New
CA
205
Claro Advisors
Massachusetts
$12K +$12K +400 New
ASN
206
Advisory Services Network
Georgia
$11K
WEC
207
Winslow Evans & Crocker
Massachusetts
$10K -$10.2K -326 -50%
S
208
SignatureFD
Georgia
$9K
US Bancorp
209
US Bancorp
Minnesota
$7K
GEA
210
Glen Eagle Advisors
New Jersey
$6.25K +$4.89K +180 +360%
Citigroup
211
Citigroup
New York
$5K -$40.3K -1,613 -89%
PA
212
Parallel Advisors
California
$5K
SWM
213
SeaCrest Wealth Management
New York
$4K -$16K -629 -80%
CFN
214
Cordasco Financial Network
Florida
$4K
FANJ
215
Financial Architects (New Jersey)
New Jersey
$4K
BFC
216
Bedel Financial Consulting
Indiana
$4K +$24 +1 +0.6%
ACA
217
Atlas Capital Advisors
Wyoming
$3.29K
SEI Investments
218
SEI Investments
Pennsylvania
$3K +$960 +40 +47%
BlackRock
219
BlackRock
New York
$2K -$1.51K -58 -43%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2K +85 New
Jane Street
221
Jane Street
New York
-$4.06M -130,598 Closed
SI
222
Stephens Inc
Arkansas
-$1.33M -42,643 Closed
CAG
223
Csenge Advisory Group
Florida
-$963K -32,455 Closed
VCM
224
Virtue Capital Management
Tennessee
-$573K -18,412 Closed
AIS
225
American Investment Services
Massachusetts
-$462K -14,838 Closed