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SPDR S&P 600 Small Cap Value ETF

548 hedge funds and large institutions have $2.59B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
7.93%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
62
Increased
195
Reduced
197
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
226
Bill Few Associates
Pennsylvania
$1.05M +$46.3K +533 +5%
ASN
227
Advisory Services Network
Georgia
$1.05M
GA
228
GFS Advisors
Texas
$1.05M +$919K +10,590 +720%
MCM
229
MidAtlantic Capital Management
Virginia
$1.04M +$2.08K +24 +0.2%
Deutsche Bank
230
Deutsche Bank
Germany
$1.04M -$453K -5,216 -30%
VWM
231
Valley Wealth Managers
New Jersey
$1.03M +$44.8K +516 +5%
M&T Bank
232
M&T Bank
New York
$1.03M -$50.4K -581 -5%
William Blair & Company
233
William Blair & Company
Illinois
$1.02M -$88.3K -1,017 -8%
AAS
234
Ameritas Advisory Services
Nebraska
$997K -$108K -1,246 -10%
Betterment LLC
235
Betterment LLC
New York
$983K -$48.9K -563 -5%
SWM
236
SeaCrest Wealth Management
New York
$958K -$10.1K -116 -1%
BCI
237
Brinker Capital Investments
Pennsylvania
$955K +$129K +1,482 +16%
OPS
238
Orion Portfolio Solutions
Nebraska
$955K +$129K +1,482 +16%
KPWS
239
Kestra Private Wealth Services
Texas
$937K +$29.6K +341 +3%
BCM
240
Brookstone Capital Management
Illinois
$936K -$1.72M -19,785 -65%
CF
241
Centaurus Financial
California
$919K +$3.99K +46 +0.4%
BI
242
Beckerman Institutional
New Jersey
$918K +$918K +10,568 New
FAIM
243
Financial Advocates Investment Management
Washington
$915K +$60.2K +693 +7%
OCM
244
One Capital Management
California
$907K -$19.1K -220 -2%
IWP
245
IAG Wealth Partners
Wisconsin
$906K -$4.43K -51 -0.5%
OAM
246
Occidental Asset Management
California
$905K +$20.1K +231 +2%
Prudential Financial
247
Prudential Financial
New Jersey
$870K +$146K +1,679 +20%
Comerica Bank
248
Comerica Bank
Texas
$866K +$114K +1,316 +15%
FFA
249
Florida Financial Advisors
Florida
$864K +$144K +1,664 +20%
ACM
250
AlphaStar Capital Management
North Carolina
$834K +$834K +9,603 New