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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
AF
101
Advisornet Financial
Minnesota
$643K -$211K -7,102 -25%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$637K +$186K +6,265 +44%
AWM
103
Affinity Wealth Management
Delaware
$622K -$16.4M -552,997 -96%
AIS
104
Accurate Investment Solutions
Pennsylvania
$616K +$16.5K +554 +3%
SEI Investments
105
SEI Investments
Pennsylvania
$600K -$3.5K -118 -0.6%
FC
106
Financial Consulate
Maryland
$598K +$158K +5,324 +37%
Citigroup
107
Citigroup
New York
$597K -$891 -30 -0.2%
JIC
108
Johnson Investment Counsel
Ohio
$582K
CAM
109
Concorde Asset Management
Michigan
$558K +$27.3K +918 +5%
PCIA
110
Prime Capital Investment Advisors
Kansas
$551K +$541K +18,225 New
CPA
111
Clear Perspective Advisors
Illinois
$522K +$513K +17,265 New
AI
112
Atria Investments
North Carolina
$512K -$496K -16,704 -50%
BWFA
113
Baltimore-Washington Financial Advisors
Maryland
$499K +$126K +4,245 +35%
DWM
114
Doyle Wealth Management
Florida
$499K +$434K +14,619 +949%
IWMA
115
Ironwood Wealth Management (Arizona)
Arizona
$475K +$11.7K +393 +3%
VIP
116
Vantage Investment Partners
Missouri
$450K +$30 +1 +0%
ACM
117
AlphaStar Capital Management
North Carolina
$444K -$1.35M -45,363 -56%
RIA
118
Regal Investment Advisors
Michigan
$441K -$301K -10,134 -41%
DAS
119
Dynamic Advisor Solutions
Arizona
$428K +$1.37K +46 +0.3%
VHAM
120
Van Hulzen Asset Management
California
$414K -$128K -4,306 -24%
CA
121
Cetera Advisors
Colorado
$398K +$12.4K +416 +3%
BDF
122
Balasa Dinverno & Foltz
$394K
RFN
123
RDA Financial Network
Iowa
$385K +$368K +12,376 New
PA
124
Paracle Advisors
Washington
$378K +$53.9K +1,816 +17%
CCM
125
Coldstream Capital Management
Washington
$370K +$123K +4,150 +51%