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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 %
APP
51
Avantax Planning Partners
Iowa
$2.54M -$1.13M -18,262 -31%
CF
52
Copperwynd Financial
Arizona
$2.5M +$2.5M +40,468 New
SWP
53
Strategic Wealth Partners
Ohio
$2.47M +$2.47M +40,002 New
UBS Group
54
UBS Group
Switzerland
$2.41M -$829K -13,420 -26%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.41M +$637K +10,310 +36%
AssetMark Inc
56
AssetMark Inc
California
$2.4M -$655K -10,614 -21%
UCFA
57
United Capital Financial Advisors
Texas
$2.21M +$2.21M +35,734 New
FNT
58
First National Trust
Pennsylvania
$2.03M +$1.29M +20,866 +174%
PSF
59
Pacific Sun Financial
California
$1.97M +$1.97M +31,840 New
AG
60
Advisor Group
Arizona
$1.65M +$1.24M +20,008 +295%
VDFA
61
Vickerman & Driscoll Financial Advisors
Washington
$1.62M +$518K +8,390 +47%
PP
62
PDS Planning
Ohio
$1.48M +$107K +1,728 +8%
PFA
63
Pinnacle Family Advisors
Missouri
$1.44M +$493K +7,980 +52%
SFG
64
StrategIQ Financial Group
Indiana
$1.39M +$75.8K +1,228 +6%
FHC
65
First Heartland Consultants
Missouri
$1.38M +$718K +11,626 +108%
ACG
66
Allen Capital Group
Nebraska
$1.38M -$132K -2,134 -9%
RFM
67
Royal Fund Management
Florida
$1.31M +$542K +8,790 +71%
SWM
68
SeaCrest Wealth Management
New York
$1.26M +$16.8K +272 +1%
BWA
69
BlueSky Wealth Advisors
North Carolina
$1.23M +$223K +3,618 +22%
CA
70
Cetera Advisors
Colorado
$1.17M +$1.17M +18,994 New
OCM
71
One Capital Management
California
$1.14M +$56.1K +908 +5%
AB
72
Atlas Brown
Kentucky
$1.11M +$37.8K +612 +4%
BWM
73
Bernicke Wealth Management
Wisconsin
$1.08M -$38.2K -618 -3%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.05M +$15.9K +258 +2%
WWM
75
Wagner Wealth Management
South Carolina
$1.04M -$44.1K -714 -4%