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State Street SPDR S&P 600 Small Cap Value ETF

481 hedge funds and large institutions have $2.27B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,200% more call options, than puts

Call options by funds: $441K | Put options by funds: $7K

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0.19% less ownership

Funds ownership: 62.89%62.7% (-0.19%)

3% less funds holding

Funds holding: 498481 (-17)

6% less capital invested

Capital invested by funds: $2.4B → $2.27B (-$133M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
481
Holders Change
-17
Holders Change %
-3.41%
% of All Funds
7.63%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
184
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
401
Qube Research & Technologies (QRT)
United Kingdom
$163K -$1.31M -16,995 -88%
CFFP
402
Center for Financial Planning
Michigan
$160K
CFD
403
Creative Financial Designs
Indiana
$154K -$3.4K -44 -2%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$153K
NA
405
NewEdge Advisors
Louisiana
$153K +$3.32K +43 +2%
HNB
406
Huntington National Bank
Ohio
$148K
CT
407
Cambridge Trust
Massachusetts
$145K -$193K -2,500 -56%
EWA
408
EP Wealth Advisors
California
$142K +$151K +1,959 New
BWL
409
Bogart Wealth LLC
Virginia
$138K +$69.5K +900 +90%
TFA
410
Toth Financial Advisory
Virginia
$119K +$127K +1,643 New
AF
411
Advisornet Financial
Minnesota
$116K +$56.3K +729 +83%
CIAS
412
Capital Investment Advisory Services
North Carolina
$107K
CFGS
413
Concourse Financial Group Securities
Alabama
$105K -$22.2K -287 -17%
PO
414
Private Ocean
California
$97.4K -$5.41K -70 -5%
PP
415
PrairieView Partners
Minnesota
$87K -$850 -11 -0.9%
HI
416
Harbour Investments
Wisconsin
$84K -$39.4K -510 -31%
TCM
417
Tradewinds Capital Management
Washington
$84K
IHWM
418
Iron Horse Wealth Management
Iowa
$75.5K -$3.94K -51 -5%
FFL
419
Financial Freedom LLC
Ohio
$75.2K
CIA
420
Cape Investment Advisory
Georgia
$73.3K +$77 +1 +0.1%
UB
421
UMB Bank
Missouri
$67.9K -$25.5K -330 -26%
HDIM
422
Hanson & Doremus Investment Management
Vermont
$60K +$7.73K +100 +14%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$55.7K
HFS
424
HBC Financial Services
Washington
$52K
SPIA
425
Steward Partners Investment Advisory
New York
$47.5K +$232 +3 +0.5%