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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 %
MIP
376
Marietta Investment Partners
Wisconsin
$306K +$23.6K +283 +8%
FIBT
377
First International Bank & Trust
North Dakota
$304K +$23.9K +287 +9%
JIC
378
Johnson Investment Counsel
Ohio
$302K +$302K +3,625 New
CA
379
Centerpoint Advisors
Massachusetts
$300K -$18.8K -226 -6%
ACM
380
Armbruster Capital Management
New York
$297K -$6.25K -75 -2%
EWM
381
Empirical Wealth Management
Washington
$296K -$11.7K -140 -4%
SL
382
SWMG LLC
Texas
$293K +$2.58K +31 +0.9%
BPA
383
Beacon Pointe Advisors
California
$293K +$7.67K +92 +3%
ACIM
384
Azimuth Capital Investment Management
Michigan
$292K
WH
385
Willner & Heller
California
$291K +$291K +3,491 New
BMCM
386
Burns Matteson Capital Management
New York
$278K
CWM
387
Cornerstone Wealth Management
Missouri
$278K -$383K -4,600 -58%
BWM
388
BCGM Wealth Management
Indiana
$276K +$1.92K +23 +0.7%
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$272K +3,265 New
NFP
390
Narus Financial Partners
Utah
$271K
VFA
391
Valeo Financial Advisors
Indiana
$269K
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$267K -$12.3K -148 -4%
MW
393
Maia Wealth
Colorado
$264K +$264K +3,164 New
BCA
394
Bay Colony Advisors
Massachusetts
$261K +$27.3K +328 +12%
PP
395
Pacifica Partners
Canada
$260K
NAM
396
NorthCrest Asset Manangement
Minnesota
$260K -$23.7K -285 -8%
CAG
397
Csenge Advisory Group
Florida
$257K +$14.2K +171 +6%
WP
398
WealthPLAN Partners
Nebraska
$256K +$22.3K +268 +10%
BA
399
Ballast Advisors
Minnesota
$251K -$5.67K -68 -2%
PA
400
PSI Advisors
Florida
$248K -$32.2K -386 -11%