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State Street SPDR Portfolio S&P 600 Small Cap ETF

205 hedge funds and large institutions have $709M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $656M → $709M (+$53M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.07% less ownership

Funds ownership: 57.15%57.08% (-0.07%)

3% less funds holding

Funds holding: 212205 (-7)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
19
Increased
105
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$2.56M +$2.52M +84,734 New
Truist Financial
52
Truist Financial
North Carolina
$2.47M +$586K +19,725 +32%
TFA
53
TPG Financial Advisors
Oregon
$2.37M +$629K +21,166 +38%
SCA
54
Snowden Capital Advisors
New York
$2.24M +$880K +29,624 +67%
W
55
Wealthquest
Ohio
$2.01M +$190K +6,389 +11%
OWA
56
Outlook Wealth Advisors
Texas
$1.95M +$1.53M +51,367 +397%
CWM
57
Cahaba Wealth Management
Georgia
$1.93M -$72.1K -2,428 -4%
PA
58
Parallel Advisors
California
$1.89M +$1.44M +48,343 +340%
AWA
59
Arete Wealth Advisors
Illinois
$1.87M -$4.53M -152,475 -71%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$1.86M +$1.02M +34,224 +125%
WP
61
WealthSource Partners
California
$1.84M +$787K +26,503 +77%
PAG
62
Pinnacle Advisory Group
Maryland
$1.78M +$267K +8,984 +18%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.73M +$118K +3,975 +7%
SC
64
Savant Capital
Illinois
$1.58M +$82.9K +2,792 +6%
IWA
65
Inspirion Wealth Advisors
Illinois
$1.54M +$129K +4,332 +9%
BI
66
Ballast Inc
Kentucky
$1.45M +$1.42M +47,806 New
LFA
67
Legend Financial Advisors
Pennsylvania
$1.44M +$50K +1,684 +4%
WPSG
68
Wealth & Pension Services Group
Georgia
$1.41M -$1.19K -40 -0.1%
MAS
69
Managed Account Services
Florida
$1.41M +$132K +4,460 +11%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$948K +31,908 New
PAG
71
Private Advisory Group
Washington
$1.37M
JFA
72
JNBA Financial Advisors
Minnesota
$1.32M -$850K -28,623 -40%
AWMG
73
Alliance Wealth Management Group
New Jersey
$1.31M +$92.3K +3,107 +8%
TCM
74
Towercrest Capital Management
Pennsylvania
$1.31M +$92.3K +3,107 +8%
AIS
75
American Investment Services
Massachusetts
$1.28M +$25.2K +850 +2%