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State Street SPDR S&P 600 Small Cap Value ETF

481 hedge funds and large institutions have $2.27B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,200% more call options, than puts

Call options by funds: $441K | Put options by funds: $7K

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0.19% less ownership

Funds ownership: 62.89%62.7% (-0.19%)

3% less funds holding

Funds holding: 498481 (-17)

6% less capital invested

Capital invested by funds: $2.4B → $2.27B (-$133M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
481
Holders Change
-17
Holders Change %
-3.41%
% of All Funds
7.63%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
184
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthShield Partners
North Carolina
$4.54M +$28.1K +363 +0.6%
KC
102
Kades & Cheifetz
Pennsylvania
$4.53M -$83.5K -1,081 -2%
Goldman Sachs
103
Goldman Sachs
New York
$4.43M -$1.37M -17,693 -22%
IFA
104
Interactive Financial Advisors
Illinois
$4.42M +$2.23M +28,880 +90%
SFG
105
StrategIQ Financial Group
Indiana
$4.32M -$78.7K -1,018 -2%
PHAM
106
Palisades Hudson Asset Management
Florida
$4.25M +$145K +1,879 +3%
RWM
107
Ritholtz Wealth Management
New York
$4.18M -$62.5K -809 -1%
FFA
108
Fragasso Financial Advisors
Pennsylvania
$4.08M +$84.2K +1,090 +2%
FWI
109
Facet Wealth Inc
Maryland
$4.06M +$4.08M +52,763 +749%
PFPT
110
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.01M -$113K -1,468 -3%
PWM
111
Provident Wealth Management
Tennessee
$3.98M +$121K +1,568 +3%
MGIA
112
Moneta Group Investment Advisors
Missouri
$3.92M +$15.6K +202 +0.4%
MWM
113
Modera Wealth Management
New Jersey
$3.92M -$11.5K -149 -0.3%
MWM
114
Marietta Wealth Management
Georgia
$3.76M +$164K +2,120 +4%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$3.73M +$1.17M +15,134 +41%
WFPG
116
Waller Financial Planning Group
Ohio
$3.71M -$26.9K -348 -0.7%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$3.64M -$56.1K -726 -1%
AFS
118
Annapolis Financial Services
Maryland
$3.63M +$1.55K +20 +0%
CFO
119
Collective Family Office
Pennsylvania
$3.61M -$264K -3,420 -6%
WWM
120
Windsor Wealth Management
Indiana
$3.6M -$285K -3,689 -7%
TWP
121
Total Wealth Planning
Ohio
$3.58M -$188K -2,437 -5%
Two Sigma Investments
122
Two Sigma Investments
New York
$3.56M +$2.68M +34,700 +240%
LFG
123
Larson Financial Group
Missouri
$3.44M -$54.6K -706 -1%
CWM
124
Congress Wealth Management
Massachusetts
$3.33M +$3.56M +46,045 New
BSW
125
Buckingham Strategic Wealth
Missouri
$3.21M -$13.1K -170 -0.4%