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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 %
MAM
326
Marquette Asset Management
Minnesota
$434K -$26.7K -308 -6%
PTC
327
Private Trust Company
Ohio
$428K +$35.4K +408 +9%
EE
328
EWG Elevate
California
$425K +$5.82K +67 +1%
Stifel Financial
329
Stifel Financial
Missouri
$424K +$9.64K +111 +2%
CCM
330
Carlson Capital Management
Minnesota
$423K
CS
331
Crescent Sterling
Louisiana
$422K +$781 +9 +0.2%
SWM
332
SilverOak Wealth Management
Minnesota
$419K
WCA
333
Waypoint Capital Advisors
Minnesota
$419K
HSA
334
HBK Sorce Advisory
Pennsylvania
$416K -$4.52K -52 -1%
AC
335
AWM Capital
Arizona
$415K +$415K +4,778 New
LGW
336
Leslie Global Wealth
Illinois
$414K -$43.4K -500 -9%
EWM
337
Empirical Wealth Management
Washington
$410K -$9.03K -104 -2%
ODA
338
One Degree Advisors
California
$402K +$2.07K +24 +0.5%
ACA
339
Ackerman Capital Advisors
Texas
$395K -$2.52K -29 -0.6%
VCA
340
Verdence Capital Advisors
Maryland
$394K +$66K +760 +20%
MWM
341
Meridian Wealth Management
Kentucky
$393K -$50.2K -578 -11%
CWM
342
Congress Wealth Management
Massachusetts
$392K -$1.67M -19,189 -81%
CP
343
Creekside Partners
California
$390K -$28.9K -333 -7%
VWA
344
Visionary Wealth Advisors
Illinois
$378K -$7.73K -89 -2%
IAN
345
Integrated Advisors Network
Texas
$375K -$7.21K -83 -2%
SAM
346
Silvercrest Asset Management
New York
$373K -$26K -300 -7%
HIP
347
HUB Investment Partners
Texas
$370K +$2K +23 +0.5%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$367K
SL
349
SWMG LLC
Texas
$361K +$12.5K +136 +4%
FC
350
Fairscale Capital
New Hampshire
$360K -$11.3K -130 -3%