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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.4M
GF
77
Goodman Financial
Texas
$1.38M +$103K +3,389 +8%
VIM
78
Vista Investment Management
Pennsylvania
$1.35M +$143K +4,702 +12%
AIS
79
American Investment Services
Massachusetts
$1.33M +$30.6K +1,007 +2%
TCM
80
Towercrest Capital Management
Pennsylvania
$1.3M -$31.7K -1,041 -2%
AWMG
81
Alliance Wealth Management Group
New Jersey
$1.27M -$55.9K -1,838 -4%
MGIA
82
Moneta Group Investment Advisors
Missouri
$1.22M -$3.79M -124,490 -76%
Wells Fargo
83
Wells Fargo
California
$1.21M +$124K +4,079 +11%
SAM
84
Securian Asset Management
Minnesota
$1.16M
LI
85
LVZ Inc
Michigan
$1.15M +$70.1K +2,304 +7%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$1.14M -$35.1K -1,153 -3%
RA
87
RFG Advisory
Alabama
$1.14M +$110K +3,603 +11%
TRCT
88
Tower Research Capital (TRC)
New York
$1.13M +$280K +9,219 +33%
AC
89
Alexandria Capital
Virginia
$1.12M +$238K +7,820 +27%
GSC
90
G&S Capital
Colorado
$1.02M +$144K +4,745 +17%
UCFA
91
United Capital Financial Advisors
Texas
$981K +$648K +21,320 +199%
AF
92
Advisornet Financial
Minnesota
$934K +$281K +9,225 +43%
CI
93
CX Institutional
Indiana
$926K +$121K +3,980 +15%
BWFA
94
Baltimore-Washington Financial Advisors
Maryland
$925K +$416K +13,689 +83%
FWM
95
Frontier Wealth Management
Missouri
$907K +$248K +8,148 +38%
EGA
96
E&G Advisors
Texas
$816K -$68K -2,235 -8%
GWM
97
Geneos Wealth Management
Colorado
$809K -$49.9K -1,641 -6%
CPA
98
Clear Perspective Advisors
Illinois
$809K +$278K +9,134 +53%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$796K
MML Investors Services
100
MML Investors Services
Massachusetts
$780K +$43K +1,413 +6%