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State Street SPDR Portfolio S&P 600 Small Cap ETF

260 hedge funds and large institutions have $1.02B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 19

61% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 66

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

25% more capital invested

Capital invested by funds: $820M → $1.02B (+$201M)

23% more funds holding

Funds holding: 211260 (+49)

2.97% more ownership

Funds ownership: 56.72%59.69% (+3%)

Holders
260
Holders Change
+49
Holders Change %
+23.22%
% of All Funds
5.12%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.33%
New
69
Increased
106
Reduced
66
Closed
19
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.79M +$1.07M +34,377 +15%
ACM
27
AlphaStar Capital Management
North Carolina
$8.71M +$2.52M +80,808 +43%
GFPC
28
Global Financial Private Capital
Florida
$8.3M -$737K -23,617 -8%
PFA
29
Pure Financial Advisors
California
$7.64M +$52.4K +1,680 +0.7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.28M +$5.29M +169,374 +316%
WI
31
WrapManager Inc
California
$6.75M +$83.8K +2,684 +1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$6.4M +$1.02M +32,604 +20%
MIS
33
Morningstar Investment Services
Illinois
$6.07M +$5.81M +186,146 New
GSIS
34
Global Strategic Investment Solutions
Arizona
$5.96M +$1.16M +37,187 +26%
PAG
35
Private Advisor Group
New Jersey
$5.9M +$830K +26,580 +17%
UBS Group
36
UBS Group
Switzerland
$5.87M +$352K +11,289 +7%
Ameriprise
37
Ameriprise
Minnesota
$5.8M -$99.4K -3,186 -2%
BC
38
Brio Consultants
California
$5.78M +$87.5K +2,802 +2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$5.66M +$354K +11,340 +7%
LFG
40
Larson Financial Group
Missouri
$5.61M +$401K +12,850 +8%
SA
41
Stewardship Advisors
Pennsylvania
$5.43M +$5.2M +166,496 New
SFG
42
StrategIQ Financial Group
Indiana
$5.13M +$120K +3,832 +2%
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$5.11M -$185K -5,934 -4%
MWM
44
MBE Wealth Management
Wisconsin
$5.07M +$4.85M +155,365 New
NAS
45
Nicolet Advisory Services
Wisconsin
$4.87M -$1.69M -54,112 -27%
WCM
46
Windsor Capital Management
Arizona
$4.75M +$414K +13,252 +10%
FWM
47
Frontier Wealth Management
Missouri
$4.63M +$1.66M +53,167 +60%
ACG
48
Allen Capital Group
Nebraska
$4.61M +$281K +8,987 +7%
TF
49
TRH Financial
Iowa
$4.35M +$4.18M +133,908 New
VCM
50
Vivaldi Capital Management
Illinois
$4.29M -$141K -4,505 -3%