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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 %
TCM
451
Tradewinds Capital Management
Washington
$96.6K
PP
452
PrairieView Partners
Minnesota
$88K -$12.5K -150 -12%
FFL
453
Financial Freedom LLC
Ohio
$86.5K
IHWM
454
Iron Horse Wealth Management
Iowa
$86.4K -$500 -6 -0.6%
CT
455
Cambridge Trust
Massachusetts
$83.3K -$83.3K -1,000 -50%
FGAM
456
Financial Gravity Asset Management
Texas
$77.7K +$76.7K +922 +7,683%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$70K +$585 +7 +0.8%
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$64.1K
HFS
459
HBC Financial Services
Washington
$59K
SPIA
460
Steward Partners Investment Advisory
New York
$55K +$333 +4 +0.6%
LWANC
461
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.8K -$1.75K -21 -3%
SMA
462
Sage Mountain Advisors
Georgia
$49K
AssetMark Inc
463
AssetMark Inc
California
$47.2K +$42.1K +505 +828%
IPW
464
Impact Partnership Wealth
Georgia
$45.2K
CPA
465
Cardiff Park Advisors
California
$45K
CHA
466
Carmichael Hill & Associates
Maryland
$42.5K
GI
467
Gradient Investments
Minnesota
$36K -$11.2K -135 -24%
GTAM
468
Global Trust Asset Management
Florida
$35.7K -$16.8K -202 -32%
CWC
469
Carolinas Wealth Consulting
North Carolina
$31.3K +$250 +3 +0.8%
RCM
470
Richardson Capital Management
Wisconsin
$31.2K +$31.2K +374 New
FFA
471
Founders Financial Alliance
North Carolina
$30.6K
PGAM
472
Princeton Global Asset Management
New Jersey
$28.7K +$167 +2 +0.6%
FCA
473
FinTrust Capital Advisors
South Carolina
$25K +$25K +300 New
BCWM
474
Bartlett & Co Wealth Management
Ohio
$24.2K
BC
475
Bartlett & Co
Ohio
$24K