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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.

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 Market Value Shares Shares
Change
Shares
Change %
HI
1
Horizon Investments
North Carolina
$79.7M 3,022,901 -1,404,349 -32%
CSIA
2
Charles Schwab Investment Advisory
California
$76.9M 2,915,887 -1,572,692 -35%
AssetMark Inc
3
AssetMark Inc
California
$41.5M 1,576,025 +363,442 +30%
AF
4
Allworth Financial
California
$36.4M 1,379,388 +13,228 +1%
PI
5
PFS Investments
Georgia
$31.4M 1,124,815 -223,183 -17%
GI
6
Gradient Investments
Minnesota
$24.2M 917,873 +140,131 +18%
AAS
7
Annex Advisory Services
Wisconsin
$19.9M 753,822 +161,607 +27%
AWM
8
Affinity Wealth Management
Delaware
$15.1M 573,587 +573,587 New
GFPC
9
Global Financial Private Capital
Florida
$14.9M 564,878 -713,948 -56%
AA
10
Advisory Alpha
Michigan
$14.5M 484,194 +387,878 +403%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.5M 549,083 +86,641 +19%
FI
12
FormulaFolio Investments
Michigan
$11.7M 353,389
MFS
13
McNamara Financial Services
Massachusetts
$11.6M 350,070 -127 -0%
WFPG
14
Waller Financial Planning Group
Ohio
$10.6M 400,827 +400,827 New
BFG
15
Barber Financial Group
Kansas
$9.8M 371,926 +2,344 +0.6%
Bank of America
16
Bank of America
North Carolina
$7.87M 298,654 +103,639 +53%
FEG
17
Financial Enhancement Group
Indiana
$7.79M 234,248 +416 +0.2%
PWA
18
Peterson Wealth Advisors
Utah
$7.7M 292,070 +32,254 +12%
Morgan Stanley
19
Morgan Stanley
New York
$7.19M 272,641 +22,780 +9%
UBS Group
20
UBS Group
Switzerland
$6.92M 262,508 -101,865 -28%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$6.32M 239,893 +3,279 +1%
TC
22
TownSquare Capital
Utah
$6.04M 201,454 +201,454 New
RFM
23
Royal Fund Management
Florida
$5.8M 220,136 -12,324 -5%
AWA
24
Arete Wealth Advisors
Illinois
$5.65M 214,430 -18,058 -8%
PFA
25
Pure Financial Advisors
California
$5.56M 210,722 +71,765 +52%