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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.

Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.79%
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 %
RWM
51
Reston Wealth Management
Virginia
$12.5M +$239K +2,868 +2%
CPP
52
Capasso Planning Partners
South Carolina
$11.8M +$632K +7,585 +6%
FSWA
53
Financial Synergies Wealth Advisors
Texas
$11.6M -$628K -8,461 -5%
KFI
54
Key Financial Inc
Pennsylvania
$11.5M +$388K +4,658 +3%
WFP
55
Wrenne Financial Planning
Kentucky
$10.9M +$10.9M +131,307 New
TIAA Trust, National Association
56
TIAA Trust, National Association
North Carolina
$10.6M -$1.31M -15,716 -11%
CWP
57
Concord Wealth Partners
Virginia
$10.6M -$769K -9,229 -7%
HighTower Advisors
58
HighTower Advisors
Illinois
$10.5M +$329K +3,962 +3%
TSWM
59
Triangle Securities Wealth Management
North Carolina
$10.3M +$1.24M +14,917 +14%
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$10.2M -$3.49M -41,843 -25%
RCA
61
Resonant Capital Advisors
Wisconsin
$10.1M +$200K +2,404 +2%
CIA
62
Compass Ion Advisors
Pennsylvania
$10M +$103K +1,233 +1%
CAMV
63
Concord Asset Management (Virginia)
Virginia
$9.98M +$297K +3,562 +3%
RG
64
Retirement Group
California
$9.66M -$99.1K -1,189 -1%
ORG
65
Optimist Retirement Group
Washington
$9.63M +$9.63M +115,549 New
FFN
66
Focus Financial Network
Minnesota
$9.46M -$1.34M -16,066 -12%
CCMG
67
Clark Capital Management Group
Pennsylvania
$9.2M +$1.03M +12,351 +13%
Goldman Sachs
68
Goldman Sachs
New York
$8.98M +$3.88M +46,580 +76%
RDWM
69
Red Door Wealth Management
Tennessee
$8.8M -$451K -5,416 -5%
PCM
70
Perritt Capital Management
Illinois
$8.78M +$255K +3,061 +3%
Betterment LLC
71
Betterment LLC
New York
$8.64M -$739K -8,866 -8%
SEIA
72
Signature Estate & Investment Advisors
California
$8.4M +$244K +2,932 +3%
Charles Schwab
73
Charles Schwab
California
$8.21M -$1.18M -14,207 -13%
BW
74
BIP Wealth
Georgia
$8.11M +$171K +2,055 +2%
NEWAS
75
N.E.W. Advisory Services
Wisconsin
$8.06M -$187K -2,241 -2%