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SPDR S&P 600 Small Cap Value ETF

531 hedge funds and large institutions have $2.58B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.78%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
82
Increased
181
Reduced
208
Closed
25
Calls
$733K
Puts
Net Calls
+$733K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
276
JPMorgan Chase & Co
New York
$639K +$394K +4,725 +160%
Comerica Bank
277
Comerica Bank
Texas
$634K +$59.9K +719 +10%
MFG
278
Merit Financial Group
Georgia
$624K -$5.89M -70,728 -90%
SWM
279
Seed Wealth Management
Illinois
$621K -$290K -3,500 -32%
CCM
280
Carlson Capital Management
Minnesota
$612K -$2.25K -27 -0.4%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$607K +$15.7K +188 +3%
WCM
282
Winthrop Capital Management
Indiana
$606K +$606K +7,274 New
PP
283
Prudential plc
United Kingdom
$591K -$527K -6,325 -47%
IFA
284
Interactive Financial Advisors
Illinois
$583K -$2.06M -47,592 -78%
AWM
285
Austin Wealth Management
Texas
$582K -$57.6K -711 -9%
IWS
286
Integrity Wealth Solutions
Colorado
$582K +$582K +6,982 New
FHA
287
Flagship Harbor Advisors
Massachusetts
$582K -$76.6K -920 -12%
TW
288
TrinityPoint Wealth
Connecticut
$571K -$85.5K -1,026 -13%
MPCA
289
Madison Park Capital Advisors
Washington
$564K +$564K +6,772 New
BTWM
290
Baker Tilly Wealth Management
Wisconsin
$561K +$79K +948 +16%
PB
291
Pinnacle Bancorp
Nebraska
$559K +$53.7K +645 +11%
MCWS
292
McKinley Carter Wealth Services
West Virginia
$552K -$21.7K -261 -4%
OIA
293
OneDigital Investment Advisors
Kansas
$546K +$546K +6,555 New
HSA
294
HBK Sorce Advisory
Pennsylvania
$546K -$154K -1,850 -22%
AR
295
Apeiron RIA
Texas
$542K -$6.42K -77 -1%
Fidelity Investments
296
Fidelity Investments
Massachusetts
$532K +$163K +1,960 +44%
SWM
297
Seaside Wealth Management
California
$530K -$90.7K -1,089 -15%
CA
298
CGN Advisors
Kansas
$530K -$195K -2,336 -27%
EE
299
EWG Elevate
California
$529K -$2.26M -27,157 -81%
GC
300
Gilbert & Cook
Iowa
$526K +$2.75K +33 +0.5%