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SPDR S&P 600 Small Cap Value ETF

177 hedge funds and large institutions have $572M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
33
Increased
81
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWS
26
Lucia Wealth Services
California
$4.52M +$4.09M +66,242 +957%
ACM
27
AlphaStar Capital Management
North Carolina
$4.44M +$4.44M +71,964 New
LFG
28
Larson Financial Group
Missouri
$4.33M +$3.76M +60,894 +660%
DIA
29
Denver Investment Advisors
Colorado
$4.27M +$309K +5,006 +8%
FIM
30
Freedom Investment Management
Connecticut
$4.14M +$3.38M +54,684 +441%
FAT
31
First American Trust
California
$4.09M +$505K +8,176 +14%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.97M +$70.4K +1,140 +2%
MWM
33
Marietta Wealth Management
Georgia
$3.83M +$86.7K +1,404 +2%
CWSR
34
Chessman Wealth Strategies RIA
Texas
$3.83M -$1.13M -18,230 -23%
TCM
35
Traynor Capital Management
Pennsylvania
$3.76M +$48.6K +788 +1%
GIA
36
GHP Investment Advisors
Colorado
$3.3M +$138K +2,228 +4%
HA
37
Harborview Advisors
Maine
$3.27M -$39.8K -644 -1%
SEIA
38
Signature Estate & Investment Advisors
California
$3.26M +$160K +2,592 +5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.22M -$3.49M -56,594 -52%
PFP
40
Pinnacle Financial Partners
Tennessee
$3.04M -$9.88K -160 -0.3%
TP
41
Truvvo Partners
New York
$2.98M
TW
42
Transform Wealth
Colorado
$2.92M +$47.4K +768 +2%
SC
43
Savant Capital
Illinois
$2.86M +$1.6M +25,916 +127%
PRS
44
Pinkerton Retirement Specialists
Idaho
$2.84M +$2.68M +43,460 +1,727%
ADL
45
Asset Dedication LLC
California
$2.83M +$1M +16,298 +55%
ML
46
McAdam LLC
Pennsylvania
$2.83M +$980K +15,882 +53%
MAS
47
Managed Account Services
Florida
$2.82M +$374K +6,064 +15%
FCI
48
Financial Counselors Inc
Kansas
$2.75M -$61.4K -994 -2%
PA
49
Probity Advisors
Texas
$2.68M +$1.88M +30,382 +234%
VAS
50
Valicenti Advisory Services
New York
$2.54M +$2.54M +41,198 New