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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
MA
126
Mutual Advisors
Nebraska
$1.08M +$72K +1,572 +8%
FWM
127
Foresight Wealth Management
Utah
$1.08M +$486K +10,607 +93%
GP
128
Girard Partners
Pennsylvania
$1.08M -$27.1K -592 -3%
LWS
129
Lucia Wealth Services
California
$1.08M +$340K +7,420 +51%
MWM
130
Marietta Wealth Management
Georgia
$1.07M -$712K -15,537 -42%
FIM
131
Frontier Investment Management
Texas
$1.05M +$173K +3,770 +21%
AIS
132
American Investment Services
Massachusetts
$1.03M -$133K -2,895 -12%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$987K -$1.78M -38,758 -65%
CA
134
Calton & Associates
Florida
$905K -$172K -3,749 -17%
PP
135
Prudential plc
United Kingdom
$881K +$513K +11,200 +166%
FA
136
Faithward Advisors
Pennsylvania
$878K -$521K -11,365 -39%
AB
137
Atlas Brown
Kentucky
$813K -$18K -392 -2%
LFG
138
LifePlan Financial Group
Ohio
$796K -$1.51K -33 -0.2%
WA
139
Wambolt & Associates
Colorado
$776K -$32.7K -713 -4%
MWPCG
140
Measured Wealth Private Client Group
New Hampshire
$771K +$296K +6,465 +70%
DI
141
Diligent Investors
California
$745K -$18.9K -413 -3%
CPIG
142
Chicago Partners Investment Group
Illinois
$744K -$47.4K -1,034 -7%
JC
143
Jentner Corp
Ohio
$740K -$3.16K -69 -0.5%
SWM
144
SeaCrest Wealth Management
New York
$739K +$21.4K +467 +3%
BA
145
Ballast Advisors
Minnesota
$735K -$53K -1,158 -7%
RDWM
146
Red Door Wealth Management
Tennessee
$688K -$95K -2,075 -13%
CMP
147
Courage Miller Partners
Virginia
$665K +$69.8K +1,523 +13%
PA
148
Pinnacle Associates
New York
$646K -$151K -3,306 -20%
FAN
149
Financial Advisors Network
California
$641K +$598K +13,054 New
BAS
150
Brown Advisory Securities
Maryland
$630K +$90.1K +1,967 +18%