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SPDR S&P 600 Small Cap Value ETF

326 hedge funds and large institutions have $1.46B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 141 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+51
Holders Change %
+18.55%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.45%
New
64
Increased
141
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$347M +$7.53M +114,525 +2%
Bank of America
2
Bank of America
North Carolina
$108M +$13.3M +201,862 +14%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$107M +$6.67M +101,557 +7%
Ameriprise
4
Ameriprise
Minnesota
$44.3M +$859K +13,083 +2%
FPIS
5
Financial Planning & Information Services
Wisconsin
$33.7M -$656K -9,983 -2%
FFA
6
Fragasso Financial Advisors
Pennsylvania
$31.3M +$884K +13,453 +3%
CFS
7
Cannon Financial Strategists
Georgia
$27.8M +$2.23M +34,008 +9%
NEWAS
8
N.E.W. Advisory Services
Wisconsin
$26.2M +$26.2M +399,503 New
LPL Financial
9
LPL Financial
California
$25.8M +$6.82M +103,732 +36%
NP
10
NorthRock Partners
Minnesota
$24.7M +$15.1M +229,079 +156%
HighTower Advisors
11
HighTower Advisors
Illinois
$24.7M +$1.6M +24,427 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$21.5M +$3.85M +58,644 +22%
KF
13
Krilogy Financial
Missouri
$16.7M -$64.4K -980 -0.4%
VCM
14
Virtue Capital Management
Tennessee
$16.2M +$16.2M +245,942 New
PP
15
Palladium Partners
Virginia
$15.2M +$1.82M +27,732 +14%
Morgan Stanley
16
Morgan Stanley
New York
$14.5M +$812K +12,362 +6%
MAS
17
Managed Account Services
Florida
$13.6M +$3.95M +60,896 +41%
UBS Group
18
UBS Group
Switzerland
$13.5M -$67.6K -1,029 -0.5%
Citigroup
19
Citigroup
New York
$13.2M +$13.1M +200,051 +100,026%
TC
20
TownSquare Capital
Utah
$12.8M -$42.6K -648 -0.3%
LFG
21
Larson Financial Group
Missouri
$10.5M +$1.03M +15,703 +11%
HSA
22
HBK Sorce Advisory
Pennsylvania
$10M -$21.2K -322 -0.2%
SFG
23
Sage Financial Group
Pennsylvania
$9.73M +$119K +1,815 +1%
FCI
24
Financial Counselors Inc
Kansas
$9.39M +$1.55M +23,545 +20%
FWP
25
FAS Wealth Partners
Kansas
$9.3M +$271K +4,126 +3%