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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
AWM
301
AE Wealth Management
Kansas
$397K +$49.7K +643 +13%
TIM
302
Thompson Investment Management
Wisconsin
$395K +$13.8K +178 +3%
MHIC
303
Marble Harbor Investment Counsel
Massachusetts
$394K -$69.5K -900 -14%
IFG
304
Independent Financial Group
California
$387K -$29.7K -384 -7%
BSB
305
Bangor Savings Bank
Maine
$381K +$22.5K +291 +6%
LEFP
306
Leading Edge Financial Planning
Tennessee
$376K -$16.4K -212 -4%
CTC
307
Central Trust Company
Missouri
$376K -$30.8K -398 -7%
IWP
308
IAG Wealth Partners
Wisconsin
$375K +$151K +1,960 +61%
GRP
309
Global Retirement Partners
California
$374K -$2.55K -33 -0.6%
TI
310
Trexquant Investment
Connecticut
$371K +$176K +2,278 +80%
PWM
311
Paulson Wealth Management
Illinois
$365K -$36.5K -472 -9%
TFA
312
Tobias Financial Advisors
Florida
$364K -$57.8K -748 -13%
MCCP
313
Mission Creek Capital Partners
California
$362K +$76.3K +987 +25%
WP
314
WealthSource Partners
California
$361K +$1.62K +21 +0.4%
RSWM
315
Robertson Stephens Wealth Management
California
$358K
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$355K +$82.7K +1,070 +28%
CCG
317
Coastwise Capital Group
California
$352K -$1.93K -25 -0.5%
CS
318
Crescent Sterling
Louisiana
$351K -$61.8K -800 -14%
WCA
319
Waypoint Capital Advisors
Minnesota
$349K -$32.1K -415 -8%
HFA
320
Highland Financial Advisors
New Jersey
$345K -$24.6K -318 -6%
AFP
321
Ausdal Financial Partners
Iowa
$344K +$20.5K +265 +6%
SG
322
StoneX Group
New York
$343K -$7.57K -98 -2%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$342K -$35.2K -455 -9%
WPWM
324
Windward Private Wealth Management
Kansas
$341K
FW
325
FirstPurpose Wealth
Utah
$339K +$7.96K +103 +2%