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SPDR S&P 600 Small Cap Growth ETF

425 hedge funds and large institutions have $2.02B invested in SPDR S&P 600 Small Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+45
Holders Change %
+11.84%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
69
Increased
157
Reduced
136
Closed
18
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
26
Convergence Financial
Missouri
$17.9M -$396K -4,737 -2%
AWM
27
AE Wealth Management
Kansas
$17.6M -$741K -8,982 -4%
EH
28
Equitable Holdings
New York
$17.6M +$2.2M +26,357 +14%
KW
29
KWB Wealth
California
$17.6M -$392K -4,686 -2%
CIM
30
Confluence Investment Management
Missouri
$16.9M +$6.58M +78,637 +64%
WWA
31
WCG Wealth Advisors
Nevada
$16.2M -$2.61M -31,250 -14%
FNT
32
First National Trust
Pennsylvania
$15.6M -$1.6M -19,097 -9%
Mariner
33
Mariner
Kansas
$15M +$1.53M +18,290 +11%
CAG
34
Csenge Advisory Group
Florida
$15M +$105K +1,256 +0.7%
KA
35
Klingman & Associates
New York
$14.9M +$855K +10,227 +6%
OWA
36
Octavia Wealth Advisors
Ohio
$14.8M +$484K +5,785 +3%
UBS Group
37
UBS Group
Switzerland
$14.6M +$1.53M +18,246 +12%
CAN
38
Cetera Advisor Networks
California
$14M +$1.03M +12,352 +8%
Osaic Holdings
39
Osaic Holdings
Arizona
$13.5M -$550K -6,579 -4%
PAG
40
Private Advisor Group
New Jersey
$12.1M -$232K -2,774 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$11.8M +$1.21M +14,489 +11%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$11.1M -$398K -4,754 -3%
SWM
43
Shakespeare Wealth Management
Wisconsin
$10.8M +$383K +4,584 +4%
MG
44
Mather Group
Illinois
$10.6M +$235K +2,805 +2%
SA
45
Strategic Advocates
Utah
$10.6M -$919K -10,992 -8%
HighTower Advisors
46
HighTower Advisors
Illinois
$9.97M +$2.25M +26,836 +29%
TWM
47
Tradition Wealth Management
Minnesota
$9.96M -$10.4M -124,703 -51%
ORG
48
Optimist Retirement Group
Washington
$9.83M +$9.83M +117,588 New
Truist Financial
49
Truist Financial
North Carolina
$9.19M +$912K +10,907 +11%
KC
50
Kades & Cheifetz
Pennsylvania
$8.49M -$105K -1,261 -1%