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SPDR S&P 600 Small Cap Value ETF

191 hedge funds and large institutions have $653M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
30
Increased
84
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$488K +$269K +4,030 +123%
IWM
102
IHT Wealth Management
Illinois
$439K -$72.7K -1,089 -14%
CA
103
Cetera Advisors
Colorado
$429K -$851K -12,628 -66%
PEA
104
Pacific Edge Advisors
California
$427K -$29.4K -440 -6%
LA
105
LexAurum Advisors
Kansas
$418K -$6.35K -95 -1%
CG
106
Colony Group
Massachusetts
$412K -$3.27K -49 -0.8%
HB
107
Homrich & Berg
Georgia
$389K +$389K +5,830 New
WP
108
WealthSource Partners
California
$376K +$3.94K +59 +1%
IA
109
IFP Advisors
Florida
$351K +$179K +2,683 +104%
3C
110
361 Capital
Colorado
$333K +$333K +4,991 New
JFA
111
Johanson Financial Advisors
California
$331K +$331K +4,965 New
SAM
112
Silvercrest Asset Management
New York
$327K
BAS
113
Brown Advisory Securities
Maryland
$321K -$175K -2,620 -35%
GWM
114
Geneos Wealth Management
Colorado
$320K +$601 +9 +0.2%
VFA
115
Voya Financial Advisors
Connecticut
$294K
LFG
116
LifePlan Financial Group
Ohio
$289K +$64.2K +960 +29%
PP
117
Prudential plc
United Kingdom
$281K +$281K +4,200 New
MA
118
Mutual Advisors
Nebraska
$272K -$45.9K -688 -14%
V
119
Veritable
Delaware
$272K
GCA
120
Gradient Capital Advisors
California
$259K +$10.4K +156 +4%
Creative Planning
121
Creative Planning
Kansas
$254K +$23.1K +346 +10%
BFM
122
Broadview Financial Management
Wisconsin
$252K -$4.87K -73 -2%
FFA
123
Fragasso Financial Advisors
Pennsylvania
$251K +$251K +3,754 New
CF
124
Centaurus Financial
California
$250K +$33.7K +506 +16%
AF
125
Advisornet Financial
Minnesota
$247K +$148K +2,213 +149%