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SPDR Portfolio S&P 500 Value ETF

53 hedge funds and large institutions have $124M invested in SPDR Portfolio S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.5M 215,000 +215,000 New
Bank of America
2
Bank of America
North Carolina
$17.1M 156,135 -47,742 -23%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M 110,729 +20,675 +23%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.95M 89,555 +14,210 +19%
UBS Group
5
UBS Group
Switzerland
$8.11M 74,082 +52,538 +244%
LPL Financial
6
LPL Financial
California
$6.81M 61,613 +17,810 +41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.79M 61,992 -945 -2%
TW
8
Transform Wealth
Colorado
$6.09M 55,632 +1,074 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.18M 47,319 -202 -0.4%
Wells Fargo
10
Wells Fargo
California
$4.69M 42,821 +8,571 +25%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.32M 30,319 +14,425 +91%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2M 18,311 +2,391 +15%
SPC
13
Sigma Planning Corp
Michigan
$1.91M 17,466 -189 -1%
State Street
14
State Street
Massachusetts
$1.72M 15,728 +15,728 New
RJA
15
Raymond James & Associates
Florida
$1.57M 14,328 +538 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.52M 13,844 +1,031 +8%
UCFA
17
United Capital Financial Advisors
Texas
$1.16M 10,550 +10,550 New
FIM
18
Freedom Investment Management
Connecticut
$1.09M 9,911 -213 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$883K 8,065 -2,485 -24%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$855K 7,808 -250 -3%
SI
21
Stephens Inc
Arkansas
$699K 6,385
SB
22
Suntrust Banks
Georgia
$613K 5,925 +5,925 New
ALIONA
23
Allianz Life Insurance of North America
Minnesota
$568K 5,185 +5,185 New
OIA
24
Optimum Investment Advisors
Illinois
$468K 4,275
RFC
25
Regions Financial Corp
Alabama
$427K 3,900