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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
WAS
176
Winch Advisory Services
Wisconsin
$31K +$22.8K +751 +272%
NFG
177
Next Financial Group
Texas
$24K +$23.7K +778 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$20K -$19.6K -643 -49%
BFC
179
Bedel Financial Consulting
Indiana
$16K
APA
180
American Portfolios Advisors
New York
$16K +$9.12K +300 +135%
LWM
181
Liberty Wealth Management
California
$15K
CCM
182
Cribstone Capital Management
Maine
$15K +$15.2K +500 New
RE
183
RBC Europe
United Kingdom
$14.7K
RCG
184
Ruggie Capital Group
Florida
$12K +$12K +395 New
GEA
185
Glen Eagle Advisors
New Jersey
$11.1K
MA
186
MCF Advisors
Kentucky
$11K +$760 +25 +8%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$10K -$15.4K -507 -60%
BlackRock
188
BlackRock
New York
$10K -$152 -5 -2%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
OSNBOA
190
Old Second National Bank of Aurora
Illinois
$9K
LFG
191
LifePlan Financial Group
Ohio
$8K +$8.3K +273 New
OIA
192
OneDigital Investment Advisors
Kansas
$6K -$1.16K -38 -17%
AIM
193
Astor Investment Management
Illinois
$6K
FPB
194
First PREMIER Bank
South Dakota
$6K
FFW
195
Fusion Family Wealth
New York
$6K +$487 +16 +10%
FEG
196
Financial Enhancement Group
Indiana
$4K
VRM
197
Vectors Research Management
New York
$4K
SIS
198
Sound Income Strategies
Florida
$3K -$1.25K -41 -27%
AIC
199
Archer Investment Corporation
Indiana
$3K +$973 +32 +57%
GTAM
200
Global Trust Asset Management
Florida
$2K