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SPDR Portfolio S&P 500 Value ETF

155 hedge funds and large institutions have $803M invested in SPDR Portfolio S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.28%
New
32
Increased
75
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$254M 8,562,543 +4,840,774 +130%
HI
2
Horizon Investments
North Carolina
$43.2M 1,458,191 -2,308,806 -61%
FFG
3
Ford Financial Group
California
$40M 1,261,752 +477,658 +61%
BCI
4
Brinker Capital Investments
Pennsylvania
$38.9M 1,312,489 +95,675 +8%
Bank of America
5
Bank of America
North Carolina
$36.4M 1,228,445 +122,234 +11%
LPL Financial
6
LPL Financial
California
$29.7M 1,001,623 +120,651 +14%
Morgan Stanley
7
Morgan Stanley
New York
$27.7M 934,713 +289,812 +45%
IWA
8
Inspirion Wealth Advisors
Illinois
$23.4M 788,469 +28,643 +4%
FWM
9
Focused Wealth Management
New York
$22.3M 754,004 -99,434 -12%
LFS
10
Lutz Financial Services
Nebraska
$19M 640,772 +96,519 +18%
PI
11
PFS Investments
Georgia
$16.9M 557,323 -172,539 -24%
AA
12
Advisory Alpha
Michigan
$16.6M 545,386 +545,386 New
NA
13
Nottingham Advisors
New York
$14.3M 464,888 +14,174 +3%
ACM
14
AlphaStar Capital Management
North Carolina
$14.2M 477,942 +221,274 +86%
KFA
15
Kays Financial Advisory
Georgia
$10.8M 364,684 +364,684 New
JWM
16
Jackson Wealth Management
Florida
$10.1M 329,275 +18,974 +6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.86M 338,040
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.05M 305,296 +14,765 +5%
WI
19
WrapManager Inc
California
$7.79M 263,022 +28,561 +12%
SB
20
Suntrust Banks
Georgia
$7.75M 67,081 +1,782 +3%
AWM
21
Altium Wealth Management
New York
$7.25M 244,591 +64,809 +36%
UBS Group
22
UBS Group
Switzerland
$7.02M 236,873 +92,574 +64%
Wells Fargo
23
Wells Fargo
California
$6.61M 223,082 +469 +0.2%
UCFA
24
United Capital Financial Advisors
Texas
$6.21M 209,442 -7,509 -3%
FNT
25
First National Trust
Pennsylvania
$5.67M 191,393 -2,154 -1%