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State Street SPDR S&P 600 Small Cap Growth ETF

295 hedge funds and large institutions have $1B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 14

34% more capital invested

Capital invested by funds: $748M → $1B (+$253M)

16% more funds holding

Funds holding: 255295 (+40)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.23% more ownership

Funds ownership: 49.23%51.45% (+2.2%)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

Holders
295
Holders Change
+40
Holders Change %
+15.69%
% of All Funds
5.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
58
Increased
91
Reduced
95
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$118M -$4.87M -71,391 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$77.9M -$6.63M -97,128 -9%
LPL Financial
3
LPL Financial
California
$43M +$6.89M +100,986 +22%
NP
4
NorthRock Partners
Minnesota
$38.7M +$810K +11,863 +2%
FWP
5
FAS Wealth Partners
Kansas
$33.3M -$302K -4,431 -1%
SEIA
6
Signature Estate & Investment Advisors
California
$32.6M -$221K -3,237 -0.8%
Stifel Financial
7
Stifel Financial
Missouri
$30.9M -$108K -1,585 -0.4%
CDIA
8
Capital Directions Investment Advisors
Georgia
$25.4M -$368K -5,391 -2%
AssetMark Inc
9
AssetMark Inc
California
$20.8M -$1.54M -22,593 -8%
RA
10
Rodgers & Associates
Pennsylvania
$19.7M +$17.6M +258,481 New
KF
11
Krilogy Financial
Missouri
$18.3M -$719K -10,543 -4%
UBS Group
12
UBS Group
Switzerland
$17.9M +$7.98M +116,884 +99%
Ameriprise
13
Ameriprise
Minnesota
$17.3M -$2.8M -40,959 -15%
EWA
14
ERTS Wealth Advisors
Michigan
$16.9M +$4.25M +62,325 +39%
Wells Fargo
15
Wells Fargo
California
$15.8M -$443K -6,495 -3%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$14.9M +$639K +9,359 +5%
TC
17
TownSquare Capital
Utah
$14.7M +$209K +3,063 +2%
Morgan Stanley
18
Morgan Stanley
New York
$14.3M +$85.4K +1,251 +0.7%
GIA
19
GHP Investment Advisors
Colorado
$13.6M +$286K +4,196 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$13.5M -$1.14M -16,739 -9%
RIM
21
Redwood Investment Management
Arizona
$13.4M -$355K -5,206 -3%
KW
22
KWB Wealth
California
$11.8M +$10.5M +154,129 New
KA
23
Klingman & Associates
New York
$11.7M +$33.4K +489 +0.3%
CWA
24
Clarus Wealth Advisors
Arizona
$11.6M -$145K -2,119 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.2M +$68.4K +1,002 +0.8%