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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
AG
51
Advisor Group
Arizona
$4.18M -$90.7K -2,907 -2%
EFL
52
ERn Financial LLC
Wisconsin
$4.11M +$129K +4,147 +3%
CW
53
CreativeOne Wealth
Kansas
$3.69M +$447K +14,312 +14%
FFG
54
Frisch Financial Group
New York
$3.67M -$4.15K -133 -0.1%
MAS
55
Managed Account Services
Florida
$3.66M +$194K +6,211 +6%
RFM
56
Royal Fund Management
Florida
$3.57M +$220K +7,034 +7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.55M -$780K -24,986 -19%
Truist Financial
58
Truist Financial
North Carolina
$3.5M +$265K +8,487 +9%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$3.48M +$125 +4 +0%
Financial Engines Advisors
60
Financial Engines Advisors
California
$3.35M +$3.21M +102,826 New
OC
61
Oarsman Capital
Wisconsin
$3.21M +$108K +3,475 +4%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$3.12M +$893K +28,615 +43%
GWMIA
63
Global Wealth Management Investment Advisory
Florida
$3.01M -$12.2K -391 -0.4%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$2.91M +$2.79M +89,226 New
TFA
65
TPG Financial Advisors
Oregon
$2.91M +$170K +5,451 +7%
Wells Fargo
66
Wells Fargo
California
$2.65M -$26.1K -836 -1%
PAG
67
Pinnacle Advisory Group
Maryland
$2.64M +$88.6K +2,837 +4%
VBFP
68
Valtinson Bruner Financial Planning
Minnesota
$2.59M -$1.16M -37,087 -32%
CWM
69
Cahaba Wealth Management
Georgia
$2.42M +$17.4K +557 +0.8%
SC
70
Savant Capital
Illinois
$2.41M -$24.8K -793 -1%
CA
71
Continuum Advisory
Idaho
$2.3M +$150K +4,804 +7%
IA
72
IFP Advisors
Florida
$2.29M -$2.66M -85,126 -55%
APC
73
Aspire Private Capital
North Carolina
$2.27M -$73.4K -2,352 -3%
AWA
74
Arete Wealth Advisors
Illinois
$2.09M +$61.4K +1,966 +3%
AC
75
Alexandria Capital
Virginia
$1.99M +$720K +23,076 +61%