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SPDR S&P 600 Small Cap Value ETF

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
376
Freedom Wealth Alliance
Wisconsin
$214K +$3.81K +50 +2%
PA
377
PFG Advisors
Arizona
$213K +$213K +2,793 New
TW
378
TrinityPoint Wealth
Connecticut
$209K +$209K +2,748 New
PWA
379
Physician Wealth Advisors
Utah
$207K -$24.3K -322 -11%
SWM
380
Spire Wealth Management
Virginia
$207K -$1.35M -17,689 -87%
WRPWM
381
Werba Rubin Papier Wealth Management
California
$202K +$202K +2,658 New
WT
382
Whittier Trust
California
$200K
BCA
383
Bay Colony Advisors
Massachusetts
$200K +$200K +2,682 New
WP
384
WealthPLAN Partners
Nebraska
$197K -$26.7K -351 -12%
EWM
385
Evermay Wealth Management
Virginia
$192K
SSB
386
Sandy Spring Bank
Maryland
$170K +$685 +9 +0.4%
CFFP
387
Center for Financial Planning
Michigan
$169K
CFD
388
Creative Financial Designs
Indiana
$165K -$229 -3 -0.1%
AWM
389
Aspire Wealth Management
Massachusetts
$160K
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$154K -$26.2K -344 -15%
NA
391
NewEdge Advisors
Louisiana
$151K +$30.8K +404 +26%
IHWM
392
Iron Horse Wealth Management
Iowa
$143K +$4.34K +57 +3%
CFGS
393
Concourse Financial Group Securities
Alabama
$130K +$33.5K +440 +35%
HI
394
Harbour Investments
Wisconsin
$117K -$22.9K -301 -16%
CIAS
395
Capital Investment Advisory Services
North Carolina
$113K -$16.1K -211 -12%
BWM
396
Baystate Wealth Management
Massachusetts
$113K -$457 -6 -0.4%
PO
397
Private Ocean
California
$107K +$107K +1,406 New
HNB
398
Huntington National Bank
Ohio
$106K -$103K
CAL
399
Capital Analysts LLC
Pennsylvania
$100K -$13.3K -175 -12%
UB
400
UMB Bank
Missouri
$96.6K