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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
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.7K
GTAM
427
Global Trust Asset Management
Florida
$45.7K -$7.73K -100 -14%
SMA
428
Sage Mountain Advisors
Georgia
$42.6K
GI
429
Gradient Investments
Minnesota
$41K +$37.2K +482 +567%
IPW
430
Impact Partnership Wealth
Georgia
$39.3K +$42K +543 New
CPA
431
Cardiff Park Advisors
California
$39.1K
CHA
432
Carmichael Hill & Associates
Maryland
$36.9K
CPG
433
Cornerstone Planning Group
New Jersey
$28.3K -$23.5K -304 -44%
FFA
434
Founders Financial Alliance
North Carolina
$26.6K
CWC
435
Carolinas Wealth Consulting
North Carolina
$25.3K +$155 +2 +0.5%
CIM
436
Contravisory Investment Management
Massachusetts
$25K +$26.7K +345 New
NIC
437
Northwest Investment Counselors
Oregon
$24.9K +$155 +2 +0.6%
PGAM
438
Princeton Global Asset Management
New Jersey
$24.7K -$2.09K -27 -7%
SCA
439
Stonebridge Capital Advisors
Minnesota
$24.2K
BC
440
Bartlett & Co
Ohio
$21K
BCWM
441
Bartlett & Co Wealth Management
Ohio
$20.7K
S
442
SignatureFD
Georgia
$20.2K -$2.4K -31 -10%
OHWP
443
Oak Harbor Wealth Partners
North Carolina
$19.5K
AWM
444
Abound Wealth Management
Tennessee
$18.8K +$155 +2 +0.8%
SS
445
Sunbelt Securities
Texas
$16.6K +$77 +1 +0.4%
CAL
446
Capital Analysts LLC
Pennsylvania
$16K
MIM
447
MTM Investment Management
South Carolina
$15.2K
BCMLT
448
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.7K
DFA
449
DHJJ Financial Advisors
Illinois
$12.9K +$13.8K +178 New
TCM
450
TD Capital Management
Tennessee
$12.9K +$13.8K +178 New