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SPDR S&P 600 Small Cap Value ETF

371 hedge funds and large institutions have $2.35B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 156 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.53%
New
60
Increased
115
Reduced
156
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPO
51
Cerity Partners OCIO
New York
$10.2M -$352K -4,295 -3%
TSWM
52
Triangle Securities Wealth Management
North Carolina
$10.1M -$272K -3,313 -3%
OCG
53
Opus Capital Group
Ohio
$10.1M -$36K -439 -0.4%
MAS
54
Managed Account Services
Florida
$10M -$108K -1,321 -1%
GWM
55
Geneos Wealth Management
Colorado
$9.69M -$518K -6,208 -5%
NWM
56
Northwest Wealth Management
Iowa
$9.53M -$16K -195 -0.2%
RG
57
Retirement Group
California
$9.3M +$669K +8,158 +8%
FNT
58
First National Trust
Pennsylvania
$9.25M +$3.71M +45,291 +67%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$9.09M -$39.8M -480,355 -81%
Truist Financial
60
Truist Financial
North Carolina
$9.09M +$49K +598 +0.5%
ML
61
McAdam LLC
Pennsylvania
$8.97M -$960K -11,707 -10%
PSUF
62
People's United Financial
Connecticut
$8.85M -$1.15M -13,999 -11%
RIM
63
Rockbridge Investment Management
New York
$8.56M -$136K -1,655 -2%
MML Investors Services
64
MML Investors Services
Massachusetts
$8.33M +$1.16M +14,089 +16%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$8.16M +$2.36M +28,821 +41%
PWM
66
PRW Wealth Management
Massachusetts
$7.96M +$5.34M +65,133 +204%
TWM
67
Tradition Wealth Management
Minnesota
$7.83M +$757K +9,227 +11%
FSG
68
Financial Strategies Group
Michigan
$7.69M -$1.05M -12,771 -12%
LFG
69
Larson Financial Group
Missouri
$7.59M -$805K -9,818 -10%
BC
70
Burney Company
Virginia
$7.25M -$466K -5,690 -6%
PAG
71
Private Advisor Group
New Jersey
$7.19M -$2.92M -35,650 -29%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$7.09M +$3.82M +46,606 +117%
MG
73
Mather Group
Illinois
$7.09M -$467K -5,693 -6%
PCM
74
Perritt Capital Management
Illinois
$7M +$61.2K +746 +0.9%
SFM
75
Signet Financial Management
New Jersey
$6.96M -$71.4K -871 -1%