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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 %
DAS
426
Dynamic Advisor Solutions
Arizona
$214K +$214K +2,662 New
FF
427
Financial Futures
New Jersey
$213K -$583K -7,001 -73%
AWM
428
Aviso Wealth Management
Washington
$210K +$210K +2,521 New
EWM
429
Evermay Wealth Management
Virginia
$210K
HWM
430
HB Wealth Management
Georgia
$206K +$206K +2,472 New
SWM
431
Spire Wealth Management
Virginia
$203K -$3.48K -44 -2%
PWA
432
Physician Wealth Advisors
Utah
$200K +$200K +2,479 New
SSB
433
Sandy Spring Bank
Maryland
$180K -$8.66K -104 -5%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$176K
CFD
435
Creative Financial Designs
Indiana
$174K -$3.17K -38 -2%
BWL
436
Bogart Wealth LLC
Virginia
$167K +$8.33K +100 +5%
EWA
437
EP Wealth Advisors
California
$163K -$250 -3 -0.2%
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$156K -$55.3M -664,070 -100%
TFA
439
Toth Financial Advisory
Virginia
$137K
CIAS
440
Capital Investment Advisory Services
North Carolina
$132K +$9.66K +116 +8%
AF
441
Advisornet Financial
Minnesota
$132K -$2.42K -29 -2%
TRCT
442
Tower Research Capital (TRC)
New York
$125K -$2.21M -26,577 -95%
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$122K -$66.4K -797 -35%
NFA
444
Northwest Financial Advisors
Virginia
$121K +$121K +1,449 New
HI
445
Harbour Investments
Wisconsin
$119K +$22.6K +271 +23%
NA
446
NewEdge Advisors
Louisiana
$117K -$59.3K -712 -34%
PO
447
Private Ocean
California
$113K +$833 +10 +0.7%
UB
448
UMB Bank
Missouri
$111K +$32.7K +392 +42%
AWM
449
Aspire Wealth Management
Massachusetts
$108K -$80.6K -967 -43%
CFGS
450
Concourse Financial Group Securities
Alabama
$106K -$14.5K -174 -12%