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SPDR Portfolio S&P 600 Small Cap ETF

119 hedge funds and large institutions have $407M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
41
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$148M 4,950,246 -49,826 -1%
AssetMark Inc
2
AssetMark Inc
California
$40.3M 1,348,437 -73,093 -5%
GI
3
Gradient Investments
Minnesota
$18.9M 630,316 +578,021 +1,105%
GFPC
4
Global Financial Private Capital
Florida
$16.9M 565,135 +71,354 +14%
State Street
5
State Street
Massachusetts
$13.7M 459,459 -130,947 -22%
MFS
6
McNamara Financial Services
Massachusetts
$10.8M 361,397 +5,832 +2%
BFG
7
Barber Financial Group
Kansas
$10.7M 358,552 +358,552 New
AAS
8
Annex Advisory Services
Wisconsin
$9.67M 323,015 +323,015 New
FI
9
FormulaFolio Investments
Michigan
$9M 300,742 +27,968 +10%
AWM
10
AE Wealth Management
Kansas
$8.07M 269,685 +16,915 +7%
SS
11
Simplicity Solutions
Minnesota
$7.95M 265,804 +19,203 +8%
PWA
12
Peterson Wealth Advisors
Utah
$6.94M 231,845 +168,958 +269%
BSWM
13
Boston Standard Wealth Management
Massachusetts
$6.62M 221,157 -5,135 -2%
Morgan Stanley
14
Morgan Stanley
New York
$5.79M 193,440 +24,602 +15%
FEG
15
Financial Enhancement Group
Indiana
$5.75M 192,166 +144,157 +300%
RA
16
RFG Advisory
Alabama
$4.79M 160,201 +104,708 +189%
LPL Financial
17
LPL Financial
California
$3.8M 126,840 +28,868 +29%
WI
18
WrapManager Inc
California
$3.68M 122,834 +122,834 New
WAS
19
Winch Advisory Services
Wisconsin
$3.61M 120,622 +120,622 New
AG
20
Advisor Group
Arizona
$3.35M 111,892 +99,881 +832%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.32M 110,875 +110,875 New
LFG
22
Larson Financial Group
Missouri
$3.04M 101,712 +88,039 +644%
SFP
23
Shepherd Financial Partners
Massachusetts
$2.93M 98,028 -2,471 -2%
SFG
24
StrategIQ Financial Group
Indiana
$2.93M 97,793 +6,796 +7%
Bank of America
25
Bank of America
North Carolina
$2.71M 90,648 +8,955 +11%