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SPDR S&P 600 Small Cap Value ETF

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Shares
Change %
PIAS
426
PCA Investment Advisory Services
Ohio
$249K
SAW
427
Signal Advisors Wealth
Michigan
$246K +$9.86K +113 +4%
AC
428
Avant Capital
Louisiana
$246K +$246K +2,821 New
Lido Advisors
429
Lido Advisors
California
$246K
ACIM
430
Azimuth Capital Investment Management
Michigan
$244K -$28.4K -325 -10%
FFA
431
Fi3 Financial Advisors
Indiana
$243K
CWMGP
432
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$241K -$2.53K -29 -1%
MWPCG
433
Measured Wealth Private Client Group
New Hampshire
$241K -$960 -11 -0.4%
MCWS
434
McKinley Carter Wealth Services
West Virginia
$240K -$41.4K -474 -15%
DAS
435
Dynamic Advisor Solutions
Arizona
$238K
OFS
436
OneAscent Financial Services
Alabama
$237K +$237K +2,715 New
BA
437
Ballast Advisors
Minnesota
$237K -$698 -8 -0.3%
FA
438
Faithward Advisors
Pennsylvania
$236K
PSIWM
439
Paradigm Strategies in Wealth Management
Minnesota
$236K -$8.46K -97 -3%
HWM
440
HB Wealth Management
Georgia
$236K +$21.3K +244 +10%
BCA
441
Ballentine Capital Advisors
South Carolina
$235K -$4.62K -53 -2%
CFFP
442
Center for Financial Planning
Michigan
$234K
WRPWM
443
Werba Rubin Papier Wealth Management
California
$232K
TH
444
Team Hewins
California
$231K +$18K +206 +8%
GSIAS
445
Garden State Investment Advisory Services
New Jersey
$229K -$32.6K -373 -12%
WPWM
446
Windward Private Wealth Management
Kansas
$227K
CIA
447
Choate Investment Advisors
Massachusetts
$223K +$223K +2,560 New
PCA
448
Prosperity Capital Advisors
Ohio
$221K -$11.9K -136 -5%
CPA
449
Cathy Pareto & Associates
Florida
$220K +$220K +2,521 New
CC
450
Courier Capital
New York
$219K