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State Street SPDR Portfolio S&P 600 Small Cap ETF

206 hedge funds and large institutions have $784M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 41

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $709M → $784M (+$74.7M)

2.84% more ownership

Funds ownership: 57.08%59.92% (+2.8%)

0% more funds holding

Funds holding: 205206 (+1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$2.9M +$399K +13,106 +16%
OC
52
Oarsman Capital
Wisconsin
$2.89M +$200K +6,565 +7%
RFM
53
Royal Fund Management
Florida
$2.88M +$1K +33 +0%
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$2.8M +$108K +3,554 +4%
Goldman Sachs
55
Goldman Sachs
New York
$2.67M +$2.34M +76,914 +761%
SCA
56
Snowden Capital Advisors
New York
$2.59M +$318K +10,459 +14%
CWM
57
Cahaba Wealth Management
Georgia
$2.29M +$332K +10,901 +17%
APC
58
Aspire Private Capital
North Carolina
$2.25M +$997K +32,785 +81%
OWA
59
Outlook Wealth Advisors
Texas
$2.09M +$118K +3,883 +6%
SC
60
Savant Capital
Illinois
$2.07M +$467K +15,357 +29%
PAG
61
Pinnacle Advisory Group
Maryland
$2.05M +$244K +8,016 +14%
W
62
Wealthquest
Ohio
$2.02M -$17.5K -574 -0.9%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$1.33M +43,793 +215%
TFA
64
TPG Financial Advisors
Oregon
$1.96M -$428K -14,075 -18%
AWA
65
Arete Wealth Advisors
Illinois
$1.9M +$2.43K +80 +0.1%
CA
66
Continuum Advisory
Idaho
$1.84M +$656K +21,566 +56%
CW
67
CreativeOne Wealth
Kansas
$1.74M +$454K +14,921 +36%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.7M -$54.2K -1,781 -3%
IWA
69
Inspirion Wealth Advisors
Illinois
$1.67M +$112K +3,694 +7%
MAS
70
Managed Account Services
Florida
$1.67M +$263K +8,662 +19%
LFA
71
Legend Financial Advisors
Pennsylvania
$1.55M +$20.3K +666 +1%
WPSG
72
Wealth & Pension Services Group
Georgia
$1.55M +$117K +3,832 +8%
BI
73
Ballast Inc
Kentucky
$1.53M +$63.9K +2,100 +4%
SFP
74
Shepherd Financial Partners
Massachusetts
$1.47M -$1.53M -50,267 -51%
JFA
75
JNBA Financial Advisors
Minnesota
$1.42M +$84.6K +2,783 +6%