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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
AF
326
Allworth Financial
California
$338K -$35.5K -459 -9%
CWA
327
Consilio Wealth Advisors
Washington
$338K -$250K -3,237 -40%
IAN
328
Integrated Advisors Network
Texas
$336K -$1.08K -14 -0.3%
MWM
329
Meridian Wealth Management
Kentucky
$335K -$48.6K -629 -12%
SAM
330
Silvercrest Asset Management
New York
$333K
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$332K -$39.6K -512 -10%
MHWM
332
Montz Harcus Wealth Management
Louisiana
$324K -$98K -1,268 -22%
Fidelity Investments
333
Fidelity Investments
Massachusetts
$320K +$36.9K +477 +12%
CA
334
Cornerstone Advisory
Maryland
$319K +$2.32K +30 +0.7%
PCIA
335
Prime Capital Investment Advisors
Kansas
$318K -$13.2K -171 -4%
Renaissance Technologies
336
Renaissance Technologies
New York
$318K -$185K -2,400 -35%
B
337
Bridgeworth
Alabama
$318K +$1.93K +25 +0.6%
AWM
338
Accel Wealth Management
Iowa
$304K
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$303K +$169K +2,193 +110%
HH
340
Hilltop Holdings
Texas
$299K +$7.96K +103 +3%
IDA
341
Intelligence Driven Advisers
California
$296K +$24.2K +313 +8%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$296K +$81.2K +1,051 +35%
PTC
343
Private Trust Company
Ohio
$295K +$137K +1,772 +77%
IA
344
IFG Advisory
Georgia
$294K +$314K +4,066 New
RGC
345
Roberts, Glore & Co
Illinois
$288K -$9.35K -121 -3%
ATC
346
Argent Trust Co
Tennessee
$286K
PIAS
347
PCA Investment Advisory Services
Ohio
$286K
CA
348
Centerpoint Advisors
Massachusetts
$277K -$11.9K -154 -4%
SF
349
Summit Financial
New Jersey
$269K
JMPWA
350
JP Morgan Private Wealth Advisors
California
$267K -$2.32K -30 -0.8%