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SPDR Portfolio S&P 500 Value ETF

60 hedge funds and large institutions have $109M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.4M 241,056 +4,374 +2%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M 118,482 -15,707 -12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.36M 64,726 -1,328 -2%
UBS Group
4
UBS Group
Switzerland
$6.48M 56,967 -4,343 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.83M 51,236 +4,771 +10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$5.45M 47,960 +16,802 +54%
LPL Financial
7
LPL Financial
California
$4.96M 43,652 -658 -1%
Wells Fargo
8
Wells Fargo
California
$4.81M 42,267 +2,249 +6%
UCFA
9
United Capital Financial Advisors
Texas
$3.9M 34,289 +6,456 +23%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$3.03M 26,717 -62,838 -70%
FNT
11
First National Trust
Pennsylvania
$2.08M 18,315 +4,007 +28%
SPC
12
Sigma Planning Corp
Michigan
$1.94M 17,096 +151 +0.9%
Jane Street
13
Jane Street
New York
$1.93M 16,951 +1,526 +10%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.79M 15,703 -2,901 -16%
RJA
15
Raymond James & Associates
Florida
$1.73M 15,239 +494 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.27M 11,133 -3,003 -21%
SB
17
Suntrust Banks
Georgia
$1.13M 9,734 +651 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.08M 9,524 -250 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$943K 8,300 -108 -1%
FIM
20
Freedom Investment Management
Connecticut
$912K 8,019 -1,801 -18%
Ameriprise
21
Ameriprise
Minnesota
$827K 7,280 +1,103 +18%
NPC
22
National Planning Corporation
California
$819K 7,161 +7,161 New
CA
23
Corrado Advisors
New Jersey
$778K 6,843 +3,800 +125%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$755K 6,641 +507 +8%
KWM
25
Kingsview Wealth Management
Oregon
$685K 6,028 -8 -0.1%