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State Street SPDR S&P 600 Small Cap Value ETF

62 hedge funds and large institutions have $91.3M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $84M → $91.3M (+$7.34M)

3% more funds holding

Funds holding: 6062 (+2)

1.09% more ownership

Funds ownership: 46.12%47.21% (+1.1%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
6
Increased
27
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$6.29M +117,340 +112%
WA
2
WealthTrust-Arizona
Arizona
$9.89M +$741K +13,830 +8%
LPL Financial
3
LPL Financial
California
$8.64M +$353K +6,594 +4%
Wells Fargo
4
Wells Fargo
California
$7.08M -$8.04K -150 -0.1%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.22M +$152K +2,836 +2%
Morgan Stanley
6
Morgan Stanley
New York
$6.1M +$77.5K +1,446 +1%
Bank of America
7
Bank of America
North Carolina
$5.51M +$24.4K +456 +0.4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.57M +$1.07M +19,964 +42%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.84M +$2.87M +53,604 New
Citadel Advisors
10
Citadel Advisors
Florida
$2.63M -$616K -11,506 -19%
UBS Group
11
UBS Group
Switzerland
$2.2M +$19.7K +368 +0.9%
Jane Street
12
Jane Street
New York
$2.2M -$975K -18,192 -31%
DIA
13
Denver Investment Advisors
Colorado
$2.07M +$285K +5,322 +16%
SPC
14
Sigma Planning Corp
Michigan
$1.83M +$48.3K +902 +3%
BWM
15
Bernicke Wealth Management
Wisconsin
$1.77M -$353K -6,588 -16%
BRWA
16
B. Riley Wealth Advisors
Florida
$1.43M -$170K -3,178 -11%
PFPT
17
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.27M +$215K +4,016 +20%
CBB
18
Citizens Business Bank
California
$1.23M -$818K -15,262 -40%
SEIA
19
Signature Estate & Investment Advisors
California
$1.13M +$45.5K +850 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.13M -$27K -504 -2%
AB
21
Atlas Brown
Kentucky
$1.01M +$29.8K +556 +3%
MHS
22
M Holdings Securities
Oregon
$971K +$15.4K +288 +2%
ALA
23
Atherton Lane Advisers
California
$886K
FAT
24
First American Trust
California
$792K +$32.1K +600 +4%
TCM
25
Tradewinds Capital Management
Washington
$776K -$889K -16,592 -53%