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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
RFN
126
RDA Financial Network
Iowa
$399K +$19.3K +634 +5%
ASN
127
Advisory Services Network
Georgia
$398K +$77K +2,531 +24%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$375K +$12.4K +408 +3%
BRC
129
Bell Rock Capital
Delaware
$372K +$63.4K +2,085 +21%
CCM
130
Coldstream Capital Management
Washington
$359K -$15.8K -521 -4%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$358K -$1.19K -39 -0.3%
ACP
132
Aveo Capital Partners
Colorado
$355K +$140K +4,610 +68%
FHC
133
First Heartland Consultants
Missouri
$347K +$115K +3,784 +50%
CAC
134
Certified Advisory Corp
Florida
$345K +$343K +11,262 New
B
135
Brightworth
Georgia
$333K +$15.3K +502 +5%
ACG
136
Allen Capital Group
Nebraska
$328K +$26.7K +878 +9%
SIA
137
Strategic Investment Advisors
Michigan
$319K +$314K +10,337 New
ACM
138
Alpha Capital Management
Texas
$302K -$24.2K -795 -7%
UAS
139
United Asset Strategies
New York
$300K -$122 -4 -0%
AFP
140
Ausdal Financial Partners
Iowa
$299K +$75.9K +2,496 +35%
RIA
141
Regal Investment Advisors
Michigan
$298K -$148K -4,874 -33%
WCM
142
Wealthcare Capital Management
Virginia
$290K +$13K +429 +5%
AA
143
Alesco Advisors
New York
$288K +$12.6K +415 +5%
RJA
144
Raymond James & Associates
Florida
$287K +$27.6K +909 +11%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$286K +$283K +9,318 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$271K
NA
147
NewEdge Advisors
Louisiana
$266K
NFP
148
Narus Financial Partners
Utah
$264K +$262K +8,608 New
HighTower Advisors
149
HighTower Advisors
Illinois
$254K -$88.3K -2,903 -26%
RTS
150
Round Table Services
New Jersey
$250K +$608 +20 +0.2%