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SPDR S&P 600 Small Cap Value ETF

436 hedge funds and large institutions have $2.68B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+47
Holders Change %
+12.08%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
130
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Shares
Change %
HHRDM
151
H&H Retirement Design & Management
Nevada
$2.39M +$2.39M +28,846 New
PIFP
152
Partners in Financial Planning
Virginia
$2.34M -$64.8K -793 -3%
RDWM
153
Red Door Wealth Management
Tennessee
$2.24M +$405K +4,784 +22%
CWM
154
Connecticut Wealth Management
Connecticut
$2.24M -$26.3K -310 -1%
5L
155
55I LLC
Massachusetts
$2.19M +$205K +2,420 +10%
EE
156
EWG Elevate
California
$2.17M +$213K +2,509 +11%
EA
157
Eclectic Associates
California
$2.14M +$235K +2,775 +12%
GWM
158
Geneos Wealth Management
Colorado
$2.1M +$586K +6,918 +39%
CA
159
Calton & Associates
Florida
$2.08M +$115K +1,357 +6%
V
160
Veritable
Delaware
$2.03M
BCM
161
Barden Capital Management
Texas
$2M +$2M +23,590 New
UCFA
162
United Capital Financial Advisors
Texas
$1.96M -$44.3K -523 -2%
AFAS
163
Acorn Financial Advisory Services
Virginia
$1.94M -$19.8K -233 -1%
BEI
164
Benjamin Edwards Inc
Missouri
$1.93M +$191K +2,251 +11%
CPIG
165
Chicago Partners Investment Group
Illinois
$1.93M +$113K +1,388 +6%
BBW
166
Blue Barn Wealth
Utah
$1.91M +$225K +2,654 +13%
GVAG
167
Great Valley Advisor Group
Delaware
$1.87M -$11.1K -132 -0.6%
PCIA
168
Prime Capital Investment Advisors
Kansas
$1.84M +$117K +1,385 +7%
FWM
169
Foresight Wealth Management
Utah
$1.8M +$8.39K +99 +0.5%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$1.8M -$11.9K -140 -0.7%
RIM
171
Redwood Investment Management
Arizona
$1.79M -$35.4M -418,180 -95%
SG
172
StoneX Group
New York
$1.79M +$649K +7,662 +57%
AIS
173
American Investment Services
Massachusetts
$1.7M
LJAC
174
L.J. Altfest & Co
New York
$1.69M +$366K +4,317 +28%
MSWMA
175
Market Street Wealth Management Advisors
Indiana
$1.65M -$136K -1,600 -8%