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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 %
BBA
326
Braun-Bostich & Associates
Pennsylvania
$429K +$429K +5,151 New
AFP
327
Ausdal Financial Partners
Iowa
$426K +$29.7K +356 +7%
MWA
328
Motive Wealth Advisors
Michigan
$425K -$118K -1,418 -22%
SSWM
329
Sheets Smith Wealth Management
North Carolina
$423K -$53.2K -639 -11%
WP
330
WealthSource Partners
California
$418K +$2.58K +31 +0.6%
CTC
331
Central Trust Company
Missouri
$411K -$21.8K -262 -5%
MCCP
332
Mission Creek Capital Partners
California
$408K -$8.33K -100 -2%
ACA
333
Ackerman Capital Advisors
Texas
$404K -$233K -2,799 -37%
CS
334
Crescent Sterling
Louisiana
$404K
CFCI
335
Comprehensive Financial Consultants Institutional
Indiana
$403K +$100K +1,200 +33%
SWM
336
SilverOak Wealth Management
Minnesota
$402K +$402K +4,829 New
WCA
337
Waypoint Capital Advisors
Minnesota
$402K
SPC
338
Sigma Planning Corp
Michigan
$397K -$364K -4,373 -48%
CCG
339
Coastwise Capital Group
California
$390K -$15.7K -189 -4%
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$387K +$5.58K +67 +1%
IAN
341
Integrated Advisors Network
Texas
$387K -$417 -5 -0.1%
B
342
Bridgeworth
Alabama
$387K +$20.9K +251 +6%
MHWM
343
Montz Harcus Wealth Management
Louisiana
$386K +$13.6K +163 +4%
CA
344
Cetera Advisors
Colorado
$383K +$84.9K +1,019 +28%
SAM
345
Silvercrest Asset Management
New York
$383K
HFA
346
Highland Financial Advisors
New Jersey
$383K -$14.3K -172 -4%
WA
347
Waverly Advisors
Alabama
$378K +$378K +4,539 New
DWM
348
Drive Wealth Management
Utah
$377K -$232K -2,782 -38%
PCIA
349
Prime Capital Investment Advisors
Kansas
$377K +$10.2K +123 +3%
IA
350
IFP Advisors
Florida
$374K -$764K -9,170 -67%