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SPDR Portfolio S&P 600 Small Cap ETF

212 hedge funds and large institutions have $656M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+26
Holders Change %
+13.98%
% of All Funds
4.73%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
60
Increased
83
Reduced
52
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$213K -$45K -1,710 -17%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$205K +$205K +7,786 New
GWM
153
Geneos Wealth Management
Colorado
$171K +$34.8K +1,334 +26%
WP
154
WealthShield Partners
North Carolina
$129K +$31.2K +1,178 +32%
TRCT
155
Tower Research Capital (TRC)
New York
$126K -$581K -22,112 -82%
CAM
156
Cresset Asset Management
Illinois
$79K +$79K +2,983 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$71K +$18.5K +707 +35%
SFA
158
Semmax Financial Advisors
North Carolina
$70K +$70K +2,657 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$66K +$66K +2,486 New
ADL
160
Asset Dedication LLC
California
$63K +$43.5K +1,669 +223%
JWA
161
JFS Wealth Advisors
Pennsylvania
$61K +$26 +1 +0%
BC
162
Barnett & Company
Tennessee
$59K +$55.4K +2,100 +1,533%
JGIA
163
Jackson Grant Investment Advisers
Connecticut
$55K +$957 +36 +2%
AWM
164
Avior Wealth Management
Nebraska
$53K +$29.5K +1,118 +125%
CIAS
165
Capital Investment Advisory Services
North Carolina
$45K -$1.74M -65,212 -97%
DWM
166
Doyle Wealth Management
Florida
$41K +$41K +1,540 New
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$4.73K +178 +13%
TWA
168
TCI Wealth Advisors
Arizona
$35K +$35K +1,319 New
OIA
169
Optimum Investment Advisors
Illinois
$32K
W
170
WealthOne
New York
$26K +$26K +1,004 New
RCAG
171
Rehmann Capital Advisory Group
Michigan
$23.6K +$10.2K +388 +76%
RWA
172
River Wealth Advisors
Pennsylvania
$18K -$3.21K -125 -15%
AIC
173
Ameritas Investment Company
Nebraska
$18K +$18K +665 New
TIM
174
Tortoise Investment Management
New York
$17K +$17K +635 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$16K -$10.5K -407 -40%