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SPDR S&P 600 Small Cap Value ETF

452 hedge funds and large institutions have $3.84B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 38 closing their positions.

Holders
452
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.82%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
179
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Market Value Shares Shares
Change
Shares
Change %
CWA
1
CM Wealth Advisors
Ohio
$1.62B 24,130
Bank of America
2
Bank of America
North Carolina
$109M 1,628,227 -332,469 -17%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$94.3M 1,366,737 +73,965 +6%
Financial Engines Advisors
4
Financial Engines Advisors
California
$91.1M 1,356,307 -12,604 -0.9%
LPL Financial
5
LPL Financial
California
$87.6M 1,304,063 -157,943 -11%
Stifel Financial
6
Stifel Financial
Missouri
$57.6M 858,407 -95,709 -10%
FCI
7
Financial Counselors Inc
Kansas
$56.9M 847,264 +17,245 +2%
Creative Planning
8
Creative Planning
Kansas
$53.8M 801,124 -24,400 -3%
GIM
9
Goelzer Investment Management
Indiana
$50.7M 755,803 +21,526 +3%
Ameriprise
10
Ameriprise
Minnesota
$48.8M 727,173 +114,474 +19%
MIS
11
Morningstar Investment Services
Illinois
$46M 611,191 -18,485 -3%
CFS
12
Cannon Financial Strategists
Georgia
$44.6M 664,670 +20,646 +3%
FPIS
13
Financial Planning & Information Services
Wisconsin
$40.5M 602,867 +20,583 +4%
KW
14
KWB Wealth
California
$40.1M 597,703 +413,407 +224%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$39.6M 589,615 -11,722 -2%
NP
16
NorthRock Partners
Minnesota
$37M 551,685 -24,057 -4%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$36.7M 546,416 +21,579 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.5M 439,501 +37,105 +9%
Cerity Partners
19
Cerity Partners
New York
$29M 432,166 +6,451 +2%
CPO
20
Cerity Partners OCIO
New York
$28.7M 427,990 +57,462 +16%
FNT
21
First National Trust
Pennsylvania
$27.8M 413,410 +27,525 +7%
EH
22
Equitable Holdings
New York
$25.4M 377,627 -1,569 -0.4%
EK
23
Evensky & Katz
Florida
$23M 343,056 -3,785 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$22.8M 339,268 -91,134 -21%
AFA
25
American Financial Advisors
Georgia
$22.6M 336,480 +397 +0.1%