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SPDR Portfolio S&P 500 Value ETF

29 hedge funds and large institutions have $44.4M invested in SPDR Portfolio S&P 500 Value ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SG Americas Securities
1
SG Americas Securities
New York
$11.1M 119,436 -16,517 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.77M 83,911 +83,660 +33,331%
Morgan Stanley
3
Morgan Stanley
New York
$5.58M 60,243 +16,197 +37%
LPL Financial
4
LPL Financial
California
$3.64M 39,296 +2,200 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.28M 35,427 +18,353 +107%
BTS
6
BB&T Securities
Virginia
$2.29M 2,476 +44 +2%
Bank of America
7
Bank of America
North Carolina
$1.89M 20,418 +1,161 +6%
RJA
8
Raymond James & Associates
Florida
$1.48M 16,013 +65 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.37M 14,783 +14,697 +17,090%
Wells Fargo
10
Wells Fargo
California
$1.29M 13,924 +6,834 +96%
State Street
11
State Street
Massachusetts
$658K 7,103 -4,946 -41%
FIM
12
Freedom Investment Management
Connecticut
$564K 6,088 -491 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$454K 4,904 +363 +8%
SI
14
Stephens Inc
Arkansas
$444K 4,800 +4,800 New
OIA
15
Optimum Investment Advisors
Illinois
$440K 4,750 +150 +3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$439K 4,741
U
17
UBS
Switzerland
$410K 4,430 -42,874 -91%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$395K 4,262 -2,684 -39%
RFC
19
Regions Financial Corp
Alabama
$361K 3,900
Goldman Sachs
20
Goldman Sachs
New York
$326K 3,520
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$49K 532
TAIM
22
TD Ameritrade Investment Management
Nebraska
$45K 481 -9 -2%
AIG
23
American International Group
New York
$41K 443 +443 New
CDIA
24
Capital Directions Investment Advisors
Georgia
$40K 427
US Bancorp
25
US Bancorp
Minnesota
$28K 300