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SPDR S&P 600 Small Cap Value ETF

390 hedge funds and large institutions have $2.47B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 162 increasing their positions, 130 reducing their positions, and 22 closing their positions.

Holders
390
Holders Change
+19
Holders Change %
+5.12%
% of All Funds
6.81%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
47
Increased
162
Reduced
130
Closed
22
Calls
$1.19M
Puts
$480K
Net Calls
+$714K
Net Calls Change
+$714K
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$21.9M +$597K +6,970 +3%
Wells Fargo
27
Wells Fargo
California
$21.3M +$8.02M +93,621 +60%
KA
28
Klingman & Associates
New York
$20.4M -$135K -1,576 -0.7%
ADL
29
Asset Dedication LLC
California
$20.4M +$2.99M +34,862 +17%
EH
30
Equitable Holdings
New York
$20.1M +$975K +11,373 +5%
Morgan Stanley
31
Morgan Stanley
New York
$19.9M +$1.58M +18,488 +9%
TC
32
TownSquare Capital
Utah
$18.4M +$1.8M +21,485 +11%
FAG
33
Financial Advisory Group
Texas
$18M -$109K -1,269 -0.6%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$17M +$274K +3,196 +2%
RA
35
Rodgers & Associates
Pennsylvania
$16M -$1.05M -12,262 -6%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$15.9M +$1.5M +17,510 +10%
Mariner
37
Mariner
Kansas
$15.4M +$1.45M +16,922 +10%
EWA
38
ERTS Wealth Advisors
Michigan
$15.2M -$6.76M -78,887 -31%
KW
39
KWB Wealth
California
$14.5M -$91.4K -1,115 -0.6%
LFS
40
Lutz Financial Services
Nebraska
$14.5M +$321K +3,750 +2%
IWM
41
IHT Wealth Management
Illinois
$14.2M +$55.6K +649 +0.4%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$13.7M -$3.17M -36,976 -19%
BWM
43
BerganKDV Wealth Management
Minnesota
$13.4M +$220K +2,564 +2%
FSWA
44
Financial Synergies Wealth Advisors
Texas
$13.3M +$395K +4,606 +3%
HPA
45
High Probability Advisors
New York
$13.1M +$728K +8,499 +6%
AWM
46
Avior Wealth Management
Nebraska
$12M -$272K -3,171 -2%
Truist Financial
47
Truist Financial
North Carolina
$11.5M +$1.99M +23,259 +21%
SFG
48
Sage Financial Group
Pennsylvania
$11.3M -$1.51M -17,659 -12%
GIA
49
GHP Investment Advisors
Colorado
$11.2M -$9.77K -114 -0.1%
FNT
50
First National Trust
Pennsylvania
$10.6M +$904K +10,548 +9%