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SPDR S&P 600 Small Cap Value ETF

264 hedge funds and large institutions have $1.1B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
37
Increased
118
Reduced
75
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.39M +$2.71M +44,908 +73%
WP
27
WealthPLAN Partners
Nebraska
$6.28M +$420K +6,892 +7%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$6.26M +$329K +5,453 +6%
Wells Fargo
29
Wells Fargo
California
$6.15M +$134K +2,221 +2%
FCI
30
Financial Counselors Inc
Kansas
$5.98M +$499K +8,275 +9%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$5.67M +$245K +4,062 +5%
KA
32
Klingman & Associates
New York
$5.64M +$19.3K +320 +0.3%
CWA
33
Clarus Wealth Advisors
Arizona
$5.64M +$5.64M +93,488 New
MAG
34
Mokosak Advisory Group
Iowa
$5.56M -$144K -2,384 -3%
FNT
35
First National Trust
Pennsylvania
$5.31M -$204K -3,380 -4%
WFPG
36
Waller Financial Planning Group
Ohio
$5.03M +$404K +6,426 +9%
GIA
37
GHP Investment Advisors
Colorado
$5.03M +$674K +11,178 +15%
Mariner
38
Mariner
Kansas
$4.91M +$253K +4,189 +5%
MWM
39
Modera Wealth Management
New Jersey
$4.69M +$115K +1,899 +3%
ML
40
McAdam LLC
Pennsylvania
$4.5M +$233K +3,872 +5%
FFN
41
Focus Financial Network
Minnesota
$4.47M +$4.47M +74,198 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.45M -$3.99M -66,161 -47%
PG
43
Pendal Group
Australia
$4.44M +$4.44M +73,638 New
FAT
44
First American Trust
California
$4.33M +$8.56K +142 +0.2%
SBH
45
Segall Bryant & Hamill
Illinois
$4.03M -$14.6K -243 -0.4%
MAS
46
Managed Account Services
Florida
$4.03M +$243K +3,903 +6%
TCM
47
Traynor Capital Management
Pennsylvania
$3.72M -$248K -4,120 -6%
TSWM
48
Triangle Securities Wealth Management
North Carolina
$3.72M +$3.72M +61,668 New
CA
49
Centerpoint Advisors
Massachusetts
$3.68M -$347K -5,753 -9%
SC
50
Savant Capital
Illinois
$3.66M +$331K +5,492 +10%