We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

33 hedge funds and large institutions have $101M invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

29% more capital invested

Capital invested by funds: $78.4M → $101M (+$22.7M)

22% more funds holding

Funds holding: 2733 (+6)

4.35% more ownership

Funds ownership: 147.6%151.95% (+4.4%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$31.1M +$633K +23,514 +2%
State Street
2
State Street
Massachusetts
$22.5M -$362K -13,461 -2%
GFPC
3
Global Financial Private Capital
Florida
$7.46M +$7.39M +274,311 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.61M +$6.55M +243,141 New
LPL Financial
5
LPL Financial
California
$5.68M +$1.17M +43,512 +26%
Goldman Sachs
6
Goldman Sachs
New York
$5.57M +$5.52M +205,047 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.19M +$61.3K +2,277 +2%
SFP
8
Shepherd Financial Partners
Massachusetts
$2.83M -$63.6K -2,361 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.29M -$56.7K -2,106 -2%
UBS Group
10
UBS Group
Switzerland
$2.12M +$541K +20,082 +35%
Citadel Advisors
11
Citadel Advisors
Florida
$1.78M +$1.77M +65,610 New
Bank of America
12
Bank of America
North Carolina
$1.39M +$751K +27,879 +120%
SG Americas Securities
13
SG Americas Securities
New York
$1.33M +$1.32M +48,849 New
RJA
14
Raymond James & Associates
Florida
$1.02M -$247K -9,159 -20%
JIC
15
Johnson Investment Counsel
Ohio
$1.01M +$1M +37,260 New
Jane Street
16
Jane Street
New York
$739K +$732K +27,186 New
ASN
17
Advisory Services Network
Georgia
$607K +$601K +22,338 New
IA
18
IFP Advisors
Florida
$604K +$1.62K +60 +0.3%
SEI Investments
19
SEI Investments
Pennsylvania
$565K -$148K -5,508 -21%
Citigroup
20
Citigroup
New York
$520K +$16.2K +600 +3%
Morgan Stanley
21
Morgan Stanley
New York
$474K -$410K -15,225 -47%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$368K +$29.6K +1,101 +9%
Stifel Financial
23
Stifel Financial
Missouri
$300K +$8.08K +300 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$259K +$22.8K +846 +10%
NPF
25
Norris Perne & French
Michigan
$241K