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SPDR Portfolio S&P 500 Value ETF

32 hedge funds and large institutions have $42.6M invested in SPDR Portfolio S&P 500 Value ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.16M 54,639 +39,856 +270%
Morgan Stanley
2
Morgan Stanley
New York
$5.15M 54,602 -5,641 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.73M 39,520 +4,093 +12%
LPL Financial
4
LPL Financial
California
$3.71M 39,350 +54 +0.1%
UCFA
5
United Capital Financial Advisors
Texas
$3.41M 36,095 +36,095 New
State Street
6
State Street
Massachusetts
$3.39M 35,944 +28,841 +406%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.54M 26,896 -57,015 -68%
BTS
8
BB&T Securities
Virginia
$2.31M 2,449 -27 -1%
Wells Fargo
9
Wells Fargo
California
$2.13M 22,580 +8,656 +62%
Bank of America
10
Bank of America
North Carolina
$1.88M 19,965 -453 -2%
SG Americas Securities
11
SG Americas Securities
New York
$1.56M 16,553 -102,883 -86%
RJA
12
Raymond James & Associates
Florida
$1.56M 16,542 +529 +3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.5M 15,844 +11,582 +272%
U
14
UBS
Switzerland
$732K 7,755 +3,325 +75%
FIM
15
Freedom Investment Management
Connecticut
$562K 5,957 -131 -2%
SI
16
Stephens Inc
Arkansas
$453K 4,800
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$451K 4,782 -122 -2%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$447K 4,741
OIA
19
Optimum Investment Advisors
Illinois
$443K 4,690 -60 -1%
RFC
20
Regions Financial Corp
Alabama
$368K 3,900
Goldman Sachs
21
Goldman Sachs
New York
$334K 3,545 +25 +0.7%
PI
22
Placemark Investments
Illinois
$293K 3,103 +3,103 New
VAM
23
Verity Asset Management
North Carolina
$277K 2,928 +2,928 New
TAIM
24
TD Ameritrade Investment Management
Nebraska
$60K 639 +158 +33%
CDIA
25
Capital Directions Investment Advisors
Georgia
$40K 427