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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 %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$833K +$781 +9 +0.1%
KFGK
252
Keystone Financial Group (Kentucky)
Kentucky
$829K +$829K +9,544 New
TMWM
253
Taylor & Morgan Wealth Management
Michigan
$820K -$130K -1,500 -14%
TW
254
TrinityPoint Wealth
Connecticut
$806K +$18.8K +217 +2%
PAS
255
Park Avenue Securities
New York
$806K +$18.8K +216 +2%
DIS
256
Diversified Investment Strategies
Louisiana
$805K -$17.4K -200 -2%
RTL
257
Red Tortoise LLC
Georgia
$789K -$7.73K -89 -1%
GRP
258
Global Retirement Partners
California
$787K +$12K +138 +2%
JPMorgan Chase & Co
259
JPMorgan Chase & Co
New York
$782K +$424K +4,887 +119%
MWA
260
Motive Wealth Advisors
Michigan
$771K
EFG
261
Everhart Financial Group
Ohio
$758K -$2.61K -30 -0.3%
CFS
262
Commonwealth Financial Services
West Virginia
$753K
TYCC
263
Texas Yale Capital Corp
Florida
$740K +$49.9K +575 +7%
AI
264
Accredited Investors
Minnesota
$736K
GCM
265
G2 Capital Management
Ohio
$735K
WI
266
WrapManager Inc
California
$730K -$109K -1,256 -13%
AB
267
Atlas Brown
Kentucky
$721K -$315K -3,625 -30%
FHA
268
Flagship Harbor Advisors
Massachusetts
$719K +$719K +8,286 New
JC
269
Jentner Corp
Ohio
$715K -$20.9K -241 -3%
ACM
270
Advance Capital Management
Michigan
$698K +$36.9K +425 +6%
Fidelity Investments
271
Fidelity Investments
Massachusetts
$695K -$48.2K -555 -6%
CSWM
272
Cassady Schiller Wealth Management
Ohio
$689K
SL
273
Sentinus LLC
Illinois
$685K -$2.34K -27 -0.3%
LA
274
LexAurum Advisors
Kansas
$683K -$129K -1,491 -16%
TFP
275
Traction Financial Partners
Wyoming
$679K -$62.5K -720 -8%