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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
SCM
176
Southport Capital Management
Tennessee
$425K -$366K -7,989 -48%
NB
177
NBT Bank
New York
$425K +$61.4K +1,340 +18%
Creative Planning
178
Creative Planning
Kansas
$412K -$14.6K -319 -4%
WPW
179
Waldron Private Wealth
Pennsylvania
$409K +$382K +8,346 New
OCM
180
One Capital Management
California
$401K -$74.9K -1,636 -17%
FAAS
181
First Allied Advisory Services
California
$401K +$51.5K +1,124 +16%
Principal Financial Group
182
Principal Financial Group
Iowa
$393K -$38.6K -842 -10%
OAM
183
Occidental Asset Management
California
$388K +$20.2K +441 +6%
AIC
184
Ameritas Investment Company
Nebraska
$369K -$88K -1,921 -20%
IFG
185
Independent Financial Group
California
$365K +$7.37K +161 +2%
APWM
186
Atlas Private Wealth Management
New York
$363K
AF
187
Advisornet Financial
Minnesota
$362K +$26.8K +585 +9%
SPC
188
Sigma Planning Corp
Michigan
$362K +$338K +7,375 New
JFA
189
Johanson Financial Advisors
California
$355K -$11.9K -260 -3%
DIS
190
Diversified Investment Strategies
Louisiana
$354K +$19.2K +419 +6%
PH
191
Pinnacle Holdings
Oklahoma
$348K +$8.24K +180 +3%
TYCC
192
Texas Yale Capital Corp
Florida
$348K -$292K -6,377 -47%
IAN
193
Integrated Advisors Network
Texas
$348K -$229 -5 -0.1%
5L
194
55I LLC
Massachusetts
$347K +$324K +7,072 New
GWM
195
Geneos Wealth Management
Colorado
$345K +$60.3K +1,317 +22%
NFG
196
Next Financial Group
Texas
$321K +$7.19K +157 +2%
BWFA
197
Baltimore-Washington Financial Advisors
Maryland
$321K +$35.4K +772 +13%
PB
198
Pinnacle Bancorp
Nebraska
$320K +$10.6K +231 +4%
WIC
199
Whitegate Investment Counselors
New Hampshire
$317K +$20.6K +450 +7%
CA
200
Cornerstone Advisory
Maryland
$315K -$1.77M -38,714 -86%