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SPDR S&P 600 Small Cap Value ETF

297 hedge funds and large institutions have $1.11B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
6.01%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.4%
New
30
Increased
102
Reduced
127
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
76
Modera Wealth Management
New Jersey
$3.14M -$227K -4,539 -7%
KFI
77
Key Financial Inc
Pennsylvania
$3.12M +$126K +2,510 +4%
WFA
78
Wellspring Financial Advisors
Ohio
$3.04M -$36.9K -736 -1%
FSWA
79
Financial Synergies Wealth Advisors
Texas
$3.03M +$3.03M +60,475 New
CFA
80
Cahill Financial Advisors
Minnesota
$3M +$65.2K +1,302 +2%
PHAM
81
Palisades Hudson Asset Management
Florida
$2.96M +$12.9K +257 +0.4%
IAP
82
Indie Asset Partners
Indiana
$2.94M +$2.94M +58,651 New
SC
83
Savant Capital
Illinois
$2.77M -$72.2K -1,442 -3%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.74M +$245K +4,901 +10%
HSA
85
HBK Sorce Advisory
Pennsylvania
$2.7M -$2.56M -51,151 -49%
CWA
86
Clarus Wealth Advisors
Arizona
$2.57M -$130K -2,462 -5%
HA
87
Harborview Advisors
Maine
$2.55M -$57.2K -1,141 -2%
TF
88
TIAA FSB
Florida
$2.47M -$48.5K -969 -2%
MGIA
89
Moneta Group Investment Advisors
Missouri
$2.41M +$222K +4,423 +10%
Truist Financial
90
Truist Financial
North Carolina
$2.32M +$536K +10,704 +30%
WWM
91
Windsor Wealth Management
Indiana
$2.18M +$209K +3,857 +11%
BSW
92
Buckingham Strategic Wealth
Missouri
$2.14M +$50.2K +1,001 +2%
GIA
93
Gladstone Institutional Advisory
Florida
$2.13M -$54.2K -1,082 -2%
PFP
94
Pinnacle Financial Partners
Tennessee
$1.99M -$851 -17 -0%
PSF
95
Pacific Sun Financial
California
$1.9M -$47.4K -946 -2%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1.89M +$544K +10,864 +40%
FIM
97
Freedom Investment Management
Connecticut
$1.88M -$81.3K -1,623 -4%
EFL
98
ERn Financial LLC
Wisconsin
$1.88M -$8.67K -173 -0.5%
UCFA
99
United Capital Financial Advisors
Texas
$1.82M -$343K -6,854 -16%
MAM
100
Marotta Asset Management
Virginia
$1.79M -$1.16M -23,078 -39%