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State Street SPDR S&P 600 Small Cap Value ETF

481 hedge funds and large institutions have $2.27B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,200% more call options, than puts

Call options by funds: $441K | Put options by funds: $7K

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0.19% less ownership

Funds ownership: 62.89%62.7% (-0.19%)

3% less funds holding

Funds holding: 498481 (-17)

6% less capital invested

Capital invested by funds: $2.4B → $2.27B (-$133M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
481
Holders Change
-17
Holders Change %
-3.41%
% of All Funds
7.63%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
184
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
226
Quent Capital
New York
$869K +$69.4K +898 +8%
SWM
227
SeaCrest Wealth Management
New York
$856K +$6.41K +83 +0.7%
VWM
228
Valley Wealth Managers
New Jersey
$846K -$27.4K -354 -3%
MSWMA
229
Market Street Wealth Management Advisors
Indiana
$836K -$24K -310 -3%
FCM
230
Firestone Capital Management
Florida
$830K +$84.2K +1,090 +10%
IP
231
Ignite Planners
California
$818K +$904K +11,693 New
CFS
232
Commonwealth Financial Services
West Virginia
$808K +$863K +11,164 New
BCM
233
Brookstone Capital Management
Illinois
$799K -$84.7K -1,096 -9%
SWM
234
Seed Wealth Management
Illinois
$795K -$58.7K -760 -6%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$794K +$96.2K +1,245 +13%
MWPCG
236
Measured Wealth Private Client Group
New Hampshire
$784K +$15.1K +196 +2%
OAM
237
Occidental Asset Management
California
$777K +$86.6K +1,120 +12%
MF
238
Meridian Financial
Massachusetts
$772K +$65.8K +851 +9%
JWCA
239
J.W. Cole Advisors
Florida
$756K -$276K -3,569 -25%
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$740K +$43.6K +564 +6%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$734K +$30.8K +399 +4%
GCM
242
G2 Capital Management
Ohio
$732K
DIS
243
Diversified Investment Strategies
Louisiana
$711K -$5.8K -75 -0.8%
WI
244
WrapManager Inc
California
$702K -$65.3K -845 -8%
FF
245
Financial Futures
New Jersey
$692K -$70.3K -910 -9%
LA
246
LexAurum Advisors
Kansas
$690K -$6.34K -82 -0.9%
JC
247
Jentner Corp
Ohio
$680K
SPC
248
Sigma Planning Corp
Michigan
$661K -$1.08K -14 -0.2%
EFG
249
Everhart Financial Group
Ohio
$649K -$21.9K -283 -3%
TYCC
250
Texas Yale Capital Corp
Florida
$647K