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SPDR S&P 600 Small Cap Value ETF

452 hedge funds and large institutions have $3.84B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.82%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
179
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$11.6M -$133K -1,988 -1%
AA
52
Aire Advisors
California
$11.5M +$992K +14,776 +9%
BWM
53
BerganKDV Wealth Management
Minnesota
$11.4M +$264K +3,939 +2%
Mariner
54
Mariner
Kansas
$10.6M -$142K -2,117 -1%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$10.5M +$245K +3,654 +2%
Betterment LLC
56
Betterment LLC
New York
$10.1M
PAG
57
Private Advisor Group
New Jersey
$9.74M +$552K +8,229 +6%
RIM
58
Redwood Investment Management
Arizona
$9.68M -$11M -163,342 -53%
SFG
59
Sage Financial Group
Pennsylvania
$9.57M +$40.6K +604 +0.4%
GIA
60
GHP Investment Advisors
Colorado
$9.51M +$212K +3,162 +2%
SWM
61
Seaside Wealth Management
California
$9.4M +$1.56M +20,224 +20%
RIM
62
Rockbridge Investment Management
New York
$9.03M +$63K +939 +0.7%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$8.83M -$1.1M -16,372 -11%
OCG
64
Opus Capital Group
Ohio
$8.65M -$666K -9,915 -7%
FSG
65
Financial Strategies Group
Michigan
$8.08M -$552K -8,228 -6%
RCA
66
Resonant Capital Advisors
Wisconsin
$7.99M +$2.77M +41,211 +53%
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$7.55M -$46K -685 -0.6%
TF
68
TIAA FSB
Florida
$7.51M +$604K +8,992 +9%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$7.49M -$115K -1,713 -2%
CPP
70
Capasso Planning Partners
South Carolina
$7.33M -$120K -1,782 -2%
NWM
71
Northwest Wealth Management
Iowa
$7.01M -$296K -4,416 -4%
RDWM
72
Red Door Wealth Management
Tennessee
$6.9M +$1.2M +17,835 +21%
ML
73
McAdam LLC
Pennsylvania
$6.65M -$193K -2,880 -3%
MG
74
Mather Group
Illinois
$6.57M +$184K +2,746 +3%
PCM
75
Perritt Capital Management
Illinois
$6.46M +$282K +4,205 +5%