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SPDR S&P 600 Small Cap Value ETF

530 hedge funds and large institutions have $2.33B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 212 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
Holders Change %
0%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
45
Increased
188
Reduced
212
Closed
36
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$10.2M -$979K -12,505 -9%
HighTower Advisors
52
HighTower Advisors
Illinois
$10.2M +$202K +2,577 +2%
ORG
53
Optimist Retirement Group
Washington
$9.87M +$96.6K +1,233 +1%
TSWM
54
Triangle Securities Wealth Management
North Carolina
$9.81M +$106K +1,352 +1%
CIA
55
Compass Ion Advisors
Pennsylvania
$9.65M +$116K +1,404 +1%
CWP
56
Concord Wealth Partners
Virginia
$9.32M +$107K +1,364 +1%
CAMV
57
Concord Asset Management (Virginia)
Virginia
$8.98M +$270K +3,446 +3%
PCM
58
Perritt Capital Management
Illinois
$8.59M +$181K +2,314 +2%
PIA
59
Perennial Investment Advisors
California
$8.48M +$375K +4,786 +5%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$8.3M -$244K -3,122 -3%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$8.17M +$571K +7,297 +8%
BWG
62
Balanced Wealth Group
Ohio
$7.94M +$300K +11,787 +4%
FFN
63
Focus Financial Network
Minnesota
$7.93M -$155K -1,805 -2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$7.91M +$2.25M +28,718 +40%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.79M +$272K +3,478 +4%
SEIA
66
Signature Estate & Investment Advisors
California
$7.71M -$1.11M -14,173 -13%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$7.47M -$229K -2,924 -3%
MG
68
Mather Group
Illinois
$7.4M -$148K -1,786 -2%
GWM
69
Geneos Wealth Management
Colorado
$7.28M +$167K +2,131 +2%
CWM
70
CarsonAllaria Wealth Management
Illinois
$7.12M +$394K +5,030 +6%
Charles Schwab
71
Charles Schwab
California
$7.11M -$350K -4,464 -5%
NWM
72
Northwest Wealth Management
Iowa
$6.9M -$75.4K -963 -1%
PAG
73
Private Advisor Group
New Jersey
$6.89M +$3.2M +40,926 +87%
BW
74
BIP Wealth
Georgia
$6.86M -$954K -12,176 -12%
ML
75
McAdam LLC
Pennsylvania
$6.59M -$148K -1,891 -2%