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State Street SPDR Portfolio S&P 600 Small Cap ETF
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33 hedge funds and large institutions have $101M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

29% more capital invested

Capital invested by funds: $78.4M → $101M (+$22.7M)

22% more funds holding

Funds holding: 27 → 33 (+6)

4.35% more ownership

Funds ownership: 147.6% → 151.95% (+4.4%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.55M
2
Goldman Sachs
Goldman Sachs
New York
+$5.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.77M
4
SG Americas Securities
SG Americas Securities
New York
+$1.32M
5
LPL Financial
LPL Financial
California
+$1.17M

Top Sellers

1
HMC
Harvard Management Company
Massachusetts
-$5.8M
2
Morgan Stanley
Morgan Stanley
New York
-$410K
3
State Street
State Street
Massachusetts
-$362K
4
FAAS
First Allied Advisory Services
California
-$252K
5
RJA
Raymond James & Associates
Florida
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
26
Balasa Dinverno & Foltz
$211K – – –
AG
27
Advisor Group
Arizona
$67K +$16.2K +600 +32%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$50K +$49.3K +1,830 New
Creative Planning
29
Creative Planning
Kansas
$46K +$46K +1,707 New
Wells Fargo
30
Wells Fargo
California
$35K +$81 +3 +0.2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$6K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$3K – – –
HMC
33
Harvard Management Company
Massachusetts
– -$5.8M -218,592 Closed
FAAS
34
First Allied Advisory Services
California
– -$252K -9,507 Closed
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