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SPDR S&P 600 Small Cap Value ETF

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Market Value Shares Shares
Change
Shares
Change %
EK
26
Evensky & Katz
Florida
$25.2M 338,907 -4,149 -1%
AFA
27
American Financial Advisors
Georgia
$24.8M 334,687 -1,793 -0.5%
Morgan Stanley
28
Morgan Stanley
New York
$22M 296,453 +20,433 +7%
CIA
29
Compass Ion Advisors
Pennsylvania
$20.7M 278,289 -21,402 -7%
EWA
30
ERTS Wealth Advisors
Michigan
$20.5M 276,778 +5,233 +2%
TC
31
TownSquare Capital
Utah
$20.5M 276,342 +4,791 +2%
KF
32
Krilogy Financial
Missouri
$20.3M 273,151 -16,103 -6%
Mariner
33
Mariner
Kansas
$20.3M 272,902 +115,448 +73%
APP
34
Avantax Planning Partners
Iowa
$20M 269,105 +37,287 +16%
TC
35
Trilogy Capital
California
$19.5M 263,375 -4,650 -2%
KA
36
Klingman & Associates
New York
$19.4M 261,395 +4,328 +2%
NHT
37
New Hampshire Trust
New Hampshire
$19M 256,442 +256,442 New
BAG
38
Briggs Advisory Group
Rhode Island
$18.1M 243,371 -5,943 -2%
FWP
39
FAS Wealth Partners
Kansas
$17.6M 236,640 -51,840 -18%
PWM
40
PRW Wealth Management
Massachusetts
$17.2M 139,195 +139,195 New
AWM
41
Avior Wealth Management
Nebraska
$17.1M 230,946 +7,567 +3%
UBS Group
42
UBS Group
Switzerland
$16.9M 228,319 -9,297 -4%
Wells Fargo
43
Wells Fargo
California
$16.8M 226,101 -90,083 -28%
RA
44
Rodgers & Associates
Pennsylvania
$16.6M 223,646 +4,249 +2%
CIM
45
Confluence Investment Management
Missouri
$16.5M 222,159 -68,870 -24%
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$15.8M 212,932 +13,273 +7%
FAG
47
Financial Advisory Group
Texas
$15.8M 212,682 +147 +0.1%
AA
48
Aire Advisors
California
$15M 201,733 +30,703 +18%
CF
49
Convergence Financial
Missouri
$14.9M 200,459 +9,884 +5%
FFG
50
Ford Financial Group
California
$14.8M 198,797 -3,726 -2%