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State Street SPDR S&P 600 Small Cap Value ETF

300 hedge funds and large institutions have $1.06B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

8% more capital invested

Capital invested by funds: $981M → $1.06B (+$80.7M)

3% more funds holding

Funds holding: 290300 (+10)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

4.02% less ownership

Funds ownership: 59.56%55.53% (-4%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
6.15%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.47%
New
39
Increased
112
Reduced
111
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
251
Lehman & Derafelo Financial Resources
Pennsylvania
$31K
MWA
252
MFA Wealth Advisors
Pennsylvania
$28.5K +$26.6K +580 New
CHA
253
Carmichael Hill & Associates
Maryland
$25K
PA
254
Procyon Advisors
Connecticut
$25K
TL
255
TrueWealth LLC
Georgia
$24K
GRP
256
Global Retirement Partners
California
$23K -$8.56K -187 -28%
OPS
257
Orion Portfolio Solutions
Nebraska
$23K
SFG
258
Sowa Financial Group
Rhode Island
$23K
TF
259
Tompkins Financial
New York
$23K +$3.44K +75 +19%
CAL
260
Capital Analysts LLC
Pennsylvania
$22K +$92 +2 +0.4%
HDIM
261
Hanson & Doremus Investment Management
Vermont
$22K +$137 +3 +0.7%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$20K -$8.98K -196 -32%
PGAM
263
Princeton Global Asset Management
New Jersey
$19K -$5.04K -110 -22%
SIS
264
Sound Income Strategies
Florida
$19K -$3.8K -83 -17%
BC
265
Bartlett & Co
Ohio
$16K +$14.9K +325 New
BCWM
266
Bartlett & Co Wealth Management
Ohio
$16K +$14.9K +325 New
CDIA
267
Capital Directions Investment Advisors
Georgia
$14K
SPIA
268
Steward Partners Investment Advisory
New York
$11K
TCM
269
Tradewinds Capital Management
Washington
$11K
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$10.1K +220 +2,444%
Citigroup
271
Citigroup
New York
$10K -$31.7K -692 -78%
S
272
SignatureFD
Georgia
$9K -$50.4K -1,100 -86%
PWM
273
Provident Wealth Management
Tennessee
$8K +$7.74K +169 New
TC
274
Truvestments Capital
Florida
$7K -$34.5K -753 -83%
BFC
275
Bedel Financial Consulting
Indiana
$7K