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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 %
CDIA
126
Capital Directions Investment Advisors
Georgia
$50K +$1.25K +20 +3%
KPCM
127
Kings Point Capital Management
New York
$47K
FA
128
Fortis Advisors
Pennsylvania
$41K +$12.3K +198 +43%
HDIM
129
Hanson & Doremus Investment Management
Vermont
$37K -$3.39K -54 -8%
Citigroup
130
Citigroup
New York
$35K +$6.25K +100 +22%
CFA
131
Carroll Financial Associates
North Carolina
$31K
SFSIG
132
San Francisco Sentry Investment Group
California
$30K +$30K +470 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$25K
MGIA
134
Moneta Group Investment Advisors
Missouri
$24K +$24K +380 New
SPIA
135
Steward Partners Investment Advisory
New York
$23K +$23K +370 New
SWA
136
Sutton Wealth Advisors
Florida
$19.2K
CPIG
137
Chicago Partners Investment Group
Illinois
$19K +$19K +306 New
FGC
138
Financial Gravity Companies
Texas
$10K +$10K +164 New
TAIM
139
TD Ameritrade Investment Management
Nebraska
$9K -$6.09K -92 -40%
TCM
140
Tradewinds Capital Management
Washington
$9K -$1.25K -20 -12%
SA
141
SRH Advisors
Kansas
$9K +$265 +4 +3%
VCM
142
Virtue Capital Management
Tennessee
$9K +$9K +144 New
IF
143
Ironwood Financial
Arizona
$7K
VFA
144
Valeo Financial Advisors
Indiana
$6K +$6K +92 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$5K -$29.5K -484 -86%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4K -$375 -6 -9%
BlackRock
147
BlackRock
New York
$4K
BWM
148
Baystate Wealth Management
Massachusetts
$4K
WP
149
WealthShield Partners
North Carolina
$4K +$4K +58 New
W
150
WealthShield
North Carolina
$4K +$4K +58 New