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SPDR Portfolio S&P 500 Value ETF

102 hedge funds and large institutions have $234M invested in SPDR Portfolio S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
102
Holders Change
+45
Holders Change %
+78.95%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
50
Increased
48
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$31.6M 1,030,440 +784,856 +320%
FFG
2
Ford Financial Group
California
$20.5M 654,027 +654,027 New
AIA
3
Allegis Investment Advisors
Idaho
$17.7M 577,441 +577,441 New
Morgan Stanley
4
Morgan Stanley
New York
$14.3M 467,555 +357,773 +326%
LFS
5
Lutz Financial Services
Nebraska
$13.6M 443,755 +443,755 New
JWM
6
Jackson Wealth Management
Florida
$9.56M 304,904 +304,904 New
BCI
7
Brinker Capital Investments
Pennsylvania
$8.59M 280,115 +280,115 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.14M 265,185 +202,042 +320%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$6.21M 202,257 +186,906 +1,218%
Wells Fargo
10
Wells Fargo
California
$6.18M 201,383 +153,240 +318%
UCFA
11
United Capital Financial Advisors
Texas
$6.11M 199,057 +157,585 +380%
SB
12
Suntrust Banks
Georgia
$5.84M 50,558 +39,723 +367%
LPL Financial
13
LPL Financial
California
$5.65M 184,039 +142,776 +346%
WFWM
14
Wechter Feldman Wealth Management
New Jersey
$5.18M 168,764 +168,764 New
UBS Group
15
UBS Group
Switzerland
$4.28M 139,480 +113,151 +430%
FNT
16
First National Trust
Pennsylvania
$4.07M 132,674 +112,158 +547%
CWSR
17
Chessman Wealth Strategies RIA
Texas
$3.43M 111,738 +111,738 New
WP
18
WealthPLAN Partners
Nebraska
$3.31M 107,994 +107,994 New
AWM
19
Altium Wealth Management
New York
$2.97M 96,667 +96,667 New
ACM
20
AlphaStar Capital Management
North Carolina
$2.92M 95,062 +95,062 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.89M 94,215 +69,607 +283%
Jane Street
22
Jane Street
New York
$2.84M 92,406 +73,825 +397%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.65M 86,377 +77,982 +929%
SC
24
Savant Capital
Illinois
$2.62M 85,262 +85,262 New
Ameriprise
25
Ameriprise
Minnesota
$2.52M 82,272 +64,375 +360%