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SPDR S&P 600 Small Cap Value ETF

549 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, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+18
Holders Change %
+3.39%
% of All Funds
7.94%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
62
Increased
195
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
301
Redhawk Wealth Advisors
Minnesota
$536K -$724K -8,334 -57%
SWM
302
Seaside Wealth Management
California
$527K -$7.99K -92 -1%
AI
303
Atria Investments
North Carolina
$510K -$122K -1,406 -19%
IWS
304
Integrity Wealth Solutions
Colorado
$507K -$66.6K -767 -12%
HH
305
Hilltop Holdings
Texas
$504K +$12.3K +142 +3%
RIA
306
Richwood Investment Advisors
Ohio
$490K
MHWM
307
Montz Harcus Wealth Management
Louisiana
$489K +$1.82K +21 +0.4%
SA
308
SpiderRock Advisors
Delaware
$483K +$483K +5,561 New
SPL
309
Smart Portfolios LLC
Washington
$482K -$2.61K -30 -0.5%
DSC
310
Duncker Streett & Co
Missouri
$480K +$347 +4 +0.1%
GJIA
311
Glass Jacobson Investment Advisors
Maryland
$480K -$3.65K -42 -0.8%
GT
312
Glenview Trust
Kentucky
$477K +$477K +5,496 New
WPW
313
Waldron Private Wealth
Pennsylvania
$476K
WAM
314
Weinberger Asset Management
California
$476K -$6.95K -80 -1%
MHIC
315
Marble Harbor Investment Counsel
Massachusetts
$473K
AH
316
Addis & Hill
Pennsylvania
$473K
PWG
317
Portside Wealth Group
Utah
$471K -$1.74K -20 -0.4%
JWCA
318
J.W. Cole Advisors
Florida
$469K +$212K +2,440 +82%
HFS
319
Howard Financial Services
Texas
$469K +$1.22K +14 +0.3%
CA
320
CGN Advisors
Kansas
$467K -$5.04K -58 -1%
Bank of New York Mellon
321
Bank of New York Mellon
New York
$453K +$58.2K +670 +15%
AA
322
Alesco Advisors
New York
$450K -$52.1K -600 -10%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$446K -$37.9K -437 -8%
NL
324
Navalign LLC
California
$446K +$29.6K +341 +7%
PB
325
Pinnacle Bancorp
Nebraska
$445K -$3.91K -45 -0.9%