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State Street SPDR Portfolio S&P 600 Small Cap ETF

334 hedge funds and large institutions have $3.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more call options, than puts

Call options by funds: $11K | Put options by funds: $1K

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

32% more funds holding in top 10

Funds holding in top 10: 1925 (+6)

27% more capital invested

Capital invested by funds: $2.45B → $3.1B (+$651M)

8% more funds holding

Funds holding: 308334 (+26)

2.25% more ownership

Funds ownership: 75.13%77.38% (+2.2%)

18% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 137

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$26.1M -$2.61M -64,077 -9%
MIS
27
Morningstar Investment Services
Illinois
$24.9M -$621K -15,244 -3%
RJA
28
Raymond James & Associates
Florida
$22.8M -$1.65M -40,596 -7%
Bank of America
29
Bank of America
North Carolina
$22.6M +$444K +10,887 +2%
Truist Financial
30
Truist Financial
North Carolina
$22.5M +$3.13M +76,828 +17%
ST
31
Spinnaker Trust
Maine
$20.7M -$1.62M -39,681 -8%
PWA
32
Peterson Wealth Advisors
Utah
$19.4M -$350K -8,587 -2%
FWM
33
Frontier Wealth Management
Missouri
$17.7M -$123K -3,015 -0.7%
Wells Fargo
34
Wells Fargo
California
$17.5M +$5.26M +129,146 +45%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$17.2M +$10.6M +261,120 +178%
GLA
36
Good Life Advisors
Pennsylvania
$16.8M +$1.43M +35,061 +10%
BFG
37
Barber Financial Group
Kansas
$15.4M -$2.35M -57,624 -14%
PFA
38
Pure Financial Advisors
California
$15.2M -$2.59M -63,626 -15%
MFS
39
McNamara Financial Services
Massachusetts
$14.7M -$1.34M -32,858 -7%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$11.4M -$498K -12,211 -4%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$10.4M +$141K +3,463 +1%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.99M -$1.33M -32,659 -12%
IWM
43
IHT Wealth Management
Illinois
$9.19M +$2.95M +72,311 +50%
AC
44
Alexandria Capital
Virginia
$9.12M +$171K +4,204 +2%
ACG
45
Allen Capital Group
Nebraska
$8.93M -$244K -5,993 -3%
PWPS
46
Pinnacle Wealth Planning Services
Ohio
$8.6M -$412K -10,120 -5%
ICM
47
Islay Capital Management
Texas
$8.52M +$8.18M +200,825 +27,662%
KW
48
KWB Wealth
California
$8.26M +$934K +22,912 +13%
VCM
49
Vivaldi Capital Management
Illinois
$8.17M +$145K +3,558 +2%
WCM
50
Windsor Capital Management
Arizona
$8.17M -$222K -5,438 -3%