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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
DSC
201
Duncker Streett & Co
Missouri
$299K +$71K +1,551 +34%
TFA
202
Tobias Financial Advisors
Florida
$289K -$471K -10,275 -64%
LNC
203
Lincoln National Corp
Pennsylvania
$288K -$239K -5,216 -47%
WWM
204
WT Wealth Management
Arizona
$282K +$137 +3 +0.1%
MHIC
205
Marble Harbor Investment Counsel
Massachusetts
$270K
FAT
206
First American Trust
California
$261K -$3.91M -85,259 -94%
SAM
207
Silvercrest Asset Management
New York
$239K -$9.16K -200 -4%
Millennium Management
208
Millennium Management
New York
$238K +$222K +4,849 New
PWA
209
Physician Wealth Advisors
Utah
$236K +$198K +4,333 New
WP
210
WealthSource Partners
California
$236K +$220K +4,803 New
CA
211
Cetera Advisors
Colorado
$233K +$217K +4,736 New
TIM
212
Thompson Investment Management
Wisconsin
$230K +$214K +4,680 New
PFA
213
Pure Financial Advisors
California
$225K +$210K +4,588 New
EIA
214
Eldridge Investment Advisors
New Hampshire
$219K +$205K +4,465 New
BFM
215
Broadview Financial Management
Wisconsin
$215K +$200K +4,370 New
HighTower Advisors
216
HighTower Advisors
Illinois
$214K -$409K -8,924 -67%
IWM
217
IHT Wealth Management
Illinois
$207K -$242K -5,273 -56%
PP
218
PrairieView Partners
Minnesota
$207K -$143K -3,127 -43%
M&T Bank
219
M&T Bank
New York
$207K +$193K +4,221 New
PP
220
PDS Planning
Ohio
$203K -$280K -6,107 -60%
IWP
221
IAG Wealth Partners
Wisconsin
$164K -$2.43K -53 -2%
VFA
222
Valeo Financial Advisors
Indiana
$163K +$147K +3,209 +2,815%
CFD
223
Creative Financial Designs
Indiana
$155K +$60.2K +1,314 +72%
BEI
224
Benjamin Edwards Inc
Missouri
$149K +$139K +3,029 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$140K -$20.3K -443 -13%