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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 %
RIA
201
Realta Investment Advisors
Delaware
$75K
US Bancorp
202
US Bancorp
Minnesota
$74K +$74K +2,379 New
CIAS
203
Capital Investment Advisory Services
North Carolina
$69K +$40.5K +1,284 +142%
CDIA
204
Capital Directions Investment Advisors
Georgia
$68K +$63 +2 +0.1%
APSP
205
Asset Planning Services (Pennsylvania)
Pennsylvania
$67K +$441 +14 +0.7%
FM
206
Family Management
New York
$57K +$57K +1,825 New
S
207
SignatureFD
Georgia
$52K -$7.8K -251 -13%
GSWM
208
Golden State Wealth Management
California
$31K
OSNBOA
209
Old Second National Bank of Aurora
Illinois
$31K
TIM
210
Tortoise Investment Management
New York
$30K
SIS
211
Sound Income Strategies
Florida
$26K +$155 +5 +0.6%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$25K -$13.5K -435 -35%
CFGS
213
Concourse Financial Group Securities
Alabama
$25K -$1.45K -46 -5%
JCM
214
Jacobi Capital Management
Pennsylvania
$24K +$1.67K +54 +7%
NFG
215
Next Financial Group
Texas
$23K +$12.1K +384 +111%
AssetMark Inc
216
AssetMark Inc
California
$23K +$22.6K +739 +6,158%
MIM
217
Macroview Investment Management
Maryland
$20K
FGAM
218
Financial Gravity Asset Management
Texas
$16K -$861 -27 -5%
WEC
219
Winslow Evans & Crocker
Massachusetts
$12K -$12K -320 -50%
CB
220
CNB Bank
Pennsylvania
$11K +$11K +353 New
SCA
221
Stuart Chaussee & Associates
California
$10K +$10K +325 New
CAL
222
Capital Analysts LLC
Pennsylvania
$7K
DWM
223
Destination Wealth Management
California
$7K +$7K +216 New
Citigroup
224
Citigroup
New York
$6K
ADL
225
Asset Dedication LLC
California
$5K -$16.8K -568 -77%