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SPDR S&P 600 Small Cap Value ETF

160 hedge funds and large institutions have $497M invested in SPDR S&P 600 Small Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+39
Holders Change %
+32.23%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
53
Increased
59
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
76
WealthSource Partners
California
$526K +$5.28K +84 +1%
LA
77
LexAurum Advisors
Kansas
$501K +$501K +7,696 New
IWM
78
IHT Wealth Management
Illinois
$478K +$469K +7,340 +5,319%
PEA
79
Pacific Edge Advisors
California
$449K +$449K +7,140 New
RFA
80
Reilly Financial Advisors
California
$439K +$188K +2,994 +75%
LWS
81
Lucia Wealth Services
California
$435K +$435K +6,924 New
CG
82
Colony Group
Massachusetts
$433K +$433K +6,882 New
AG
83
Advisor Group
Arizona
$426K +$177K +2,810 +71%
BAS
84
Brown Advisory Securities
Maryland
$417K +$417K +6,620 New
FWM
85
Frontier Wealth Management
Missouri
$405K -$71.6K -1,140 -15%
NL
86
NWAM LLC
Washington
$396K +$51.5K +820 +15%
MWM
87
Meridian Wealth Management
Kentucky
$379K
Mariner
88
Mariner
Kansas
$366K +$366K +5,824 New
MA
89
Mutual Advisors
Nebraska
$322K +$322K +5,124 New
RIA
90
Regal Investment Advisors
Michigan
$321K +$13.5K +214 +4%
LFS
91
Legacy Financial Strategies
Kansas
$309K +$309K +4,922 New
SAM
92
Silvercrest Asset Management
New York
$308K -$5.03K -80 -2%
CCM
93
Canal Capital Management
Virginia
$296K
VFA
94
Voya Financial Advisors
Connecticut
$282K
FA
95
FDx Advisors
Illinois
$269K +$269K +4,276 New
V
96
Veritable
Delaware
$256K
SFM
97
Signet Financial Management
New Jersey
$253K +$253K +4,016 New
CBB
98
Citizens Business Bank
California
$247K -$19.1K -304 -7%
BFM
99
Broadview Financial Management
Wisconsin
$244K +$244K +3,890 New
DP
100
Denver PWM
Colorado
$227K -$6.21K -100 -3%