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SPDR S&P 600 Small Cap Value ETF

452 hedge funds and large institutions have $3.84B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.82%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
179
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
401
JPMorgan Chase & Co
New York
$22K -$17.9K -269 -45%
SCA
402
Stonebridge Capital Advisors
Minnesota
$22K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$19.2K
CAL
404
Capital Analysts LLC
Pennsylvania
$19K -$800 -12 -4%
BC
405
Bartlett & Co
Ohio
$19K
CWM
406
Castle Wealth Management
Florida
$18K
S
407
SignatureFD
Georgia
$18K
TC
408
Truvestments Capital
Florida
$18K
SPIA
409
Steward Partners Investment Advisory
New York
$18K +$607 +9 +3%
OHWP
410
Oak Harbor Wealth Partners
North Carolina
$18K +$18K +270 New
AWM
411
Abound Wealth Management
Tennessee
$17.1K +$17.1K +254 New
SMA
412
Sage Mountain Advisors
Georgia
$17K -$988 -15 -5%
EWM
413
Endurance Wealth Management
Rhode Island
$16K +$16K +238 New
CDIA
414
Capital Directions Investment Advisors
Georgia
$14K -$15K -213 Closed
MIM
415
MTM Investment Management
South Carolina
$14K
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K
BWA
417
BDO Wealth Advisors
Florida
$14K +$14K +201 New
TWA
418
TCI Wealth Advisors
Arizona
$12K +$12K +178 New
LDFR
419
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
BWP
420
Baldwin Wealth Partners
Massachusetts
$8K
KA
421
Kozak & Associates
Colorado
$8K
CA
422
Crewe Advisors
Utah
$6K +$6K +91 New
AssetMark Inc
423
AssetMark Inc
California
$6K +$6K +95 New
GWSG
424
GPS Wealth Strategies Group
Colorado
$5K
RDIA
425
RE Dickinson Investment Advisors
Iowa
$5K