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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 %
S
476
SignatureFD
Georgia
$23.3K
OHWP
477
Oak Harbor Wealth Partners
North Carolina
$22.5K
AWM
478
Abound Wealth Management
Tennessee
$21.8K +$83 +1 +0.4%
CPG
479
Cornerstone Planning Group
New Jersey
$20.7K -$11.8K -142 -36%
AWM
480
Able Wealth Management
New Jersey
$19.5K +$19.5K +234 New
CAL
481
Capital Analysts LLC
Pennsylvania
$18K
CIM
482
Contravisory Investment Management
Massachusetts
$17.9K -$10.8K -130 -38%
MIM
483
MTM Investment Management
South Carolina
$17.5K
CIA
484
Cape Investment Advisory
Georgia
$15.1K -$69.3K -832 -82%
TCM
485
TD Capital Management
Tennessee
$14.9K +$83 +1 +0.6%
DFA
486
DHJJ Financial Advisors
Illinois
$14.8K
BBHC
487
Brown Brothers Harriman & Co
New York
$14.4K +$14.4K +173 New
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K
CJ
489
Caitlin John
Michigan
$11.8K +$11.8K +142 New
BWP
490
Baldwin Wealth Partners
Massachusetts
$10.4K
DCM
491
Davis Capital Management
Florida
$10K +$10K +120 New
CTWM
492
Cherry Tree Wealth Management
Minnesota
$9.58K
KFP
493
Keener Financial Planning
Texas
$9K +$9K +111 New
SAM
494
Smartleaf Asset Management
Massachusetts
$8.88K +$8.88K +105 New
KA
495
Kozak & Associates
Colorado
$8.72K +$79 +1 +0.9%
WIM
496
Westside Investment Management
California
$8K
EL
497
EMFO LLC
Florida
$6.97K +$83 +1 +1%
SS
498
Sunbelt Securities
Texas
$6.5K -$12.7K -152 -66%
PWMG
499
Provence Wealth Management Group
California
$6.33K
RDIA
500
RE Dickinson Investment Advisors
Iowa
$6K