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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 %
WPWM
401
Windward Private Wealth Management
Kansas
$248K -$144K -1,733 -37%
6F
402
626 Financial
Michigan
$247K -$35.1K -421 -12%
CCM
403
Crabel Capital Management
California
$244K +$244K +2,934 New
FDCP
404
Foster Dykema Cabot & Partners
Massachusetts
$243K +$243K +2,920 New
AAS
405
Avantax Advisory Services
Texas
$241K -$262K -3,144 -52%
RGC
406
Roberts, Glore & Co
Illinois
$240K -$91.6K -1,100 -28%
FA
407
Faithward Advisors
Pennsylvania
$238K -$51K -656 -18%
OFS
408
OneAscent Financial Services
Alabama
$237K +$237K +2,841 New
Lido Advisors
409
Lido Advisors
California
$235K -$6.67K -80 -3%
NCMW
410
Northern Capital Management (Washington)
Washington
$234K -$3.24M -38,838 -93%
CA
411
Continuum Advisory
Idaho
$233K -$8.83K -106 -4%
HNB
412
Huntington National Bank
Ohio
$233K -$148K
PSIWM
413
Paradigm Strategies in Wealth Management
Minnesota
$231K -$11.2K -135 -5%
EFA
414
Evernest Financial Advisors
Indiana
$228K +$228K +2,734 New
AL
415
ACAS LLC
California
$227K -$8.33K -100 -4%
CFFP
416
Center for Financial Planning
Michigan
$222K +$37.5K +450 +20%
WRPWM
417
Werba Rubin Papier Wealth Management
California
$221K +$221K +2,658 New
PAM
418
Palisade Asset Management
Minnesota
$219K +$219K +2,628 New
MCA
419
MSH Capital Advisors
Arizona
$219K +$219K +2,626 New
GSIAS
420
Garden State Investment Advisory Services
New Jersey
$219K +$219K +2,624 New
CC
421
Courier Capital
New York
$219K +$219K +2,623 New
BCA
422
Ballentine Capital Advisors
South Carolina
$216K +$216K +2,730 New
T
423
Tidemark
California
$216K +$216K +2,588 New
FFA
424
Fortune Financial Advisors
Kansas
$214K -$18.7K -224 -8%
CWMGP
425
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K +$214K +2,572 New