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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
AAG
451
Armstrong Advisory Group
Massachusetts
$10.6K +$11.4K +147 New
BWP
452
Baldwin Wealth Partners
Massachusetts
$9.05K
CTWM
453
Cherry Tree Wealth Management
Minnesota
$8.32K
KA
454
Kozak & Associates
Colorado
$7.72K
TAM
455
Tucker Asset Management
Colorado
$7.17K +$3.94K +51 +106%
WIM
456
Westside Investment Management
California
$6.95K
EL
457
EMFO LLC
Florida
$6.01K
HBW
458
Hazlett, Burt & Watson
West Virginia
$6K +$6.11K +79 New
PWMG
459
Provence Wealth Management Group
California
$5.5K +$5.87K +76 New
RDIA
460
RE Dickinson Investment Advisors
Iowa
$5K
AssetMark Inc
461
AssetMark Inc
California
$4.42K +$4.41K +57 +1,425%
PFM
462
Phillips Financial Management
Indiana
$4.05K
AA
463
Ancora Advisors
Ohio
$3.91K
AIP
464
Ameritas Investment Partners
Nebraska
$3.62K
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62K
BWM
466
Baystate Wealth Management
Massachusetts
$3.28K -$111K -1,442 -97%
MRCM
467
M&R Capital Management
New Jersey
$2.54K
AIC
468
Archer Investment Corporation
Indiana
$2.32K
VCM
469
Versant Capital Management
Arizona
$2.32K
NS
470
NBC Securities
Alabama
$2K +$2.94K +38 New
FCMT
471
Founders Capital Management (Texas)
Texas
$1.48K
MCA
472
Maryland Capital Advisors
Maryland
$1.45K
EWA
473
EverSource Wealth Advisors
Alabama
$1.45K
FRA
474
Front Row Advisors
California
$1.45K
Citigroup
475
Citigroup
New York
$1.38K +$1.47K +19 New