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SPDR S&P 600 Small Cap Value ETF

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$898M 12,101 +8,131 +205%
LPL Financial
2
LPL Financial
California
$113M 1,525,708 +221,645 +17%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$112M 1,379,507 +12,770 +0.9%
Bank of America
4
Bank of America
North Carolina
$111M 1,498,041 -130,186 -8%
Financial Engines Advisors
5
Financial Engines Advisors
California
$99M 1,333,217 -23,090 -2%
Ameriprise
6
Ameriprise
Minnesota
$73.4M 988,438 +261,265 +36%
FCI
7
Financial Counselors Inc
Kansas
$63.8M 859,374 +12,110 +1%
Creative Planning
8
Creative Planning
Kansas
$62.8M 846,542 +45,418 +6%
GIM
9
Goelzer Investment Management
Indiana
$57.5M 774,794 +18,991 +3%
CFS
10
Cannon Financial Strategists
Georgia
$50.9M 685,738 +21,068 +3%
MIS
11
Morningstar Investment Services
Illinois
$45.6M 605,644 -5,547 -0.9%
FPIS
12
Financial Planning & Information Services
Wisconsin
$45.3M 609,806 +6,939 +1%
KW
13
KWB Wealth
California
$44.1M 594,794 -2,909 -0.5%
Stifel Financial
14
Stifel Financial
Missouri
$44.1M 594,101 -264,306 -31%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$40.8M 549,563 +3,147 +0.6%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$36M 484,841 -104,774 -18%
Cerity Partners
17
Cerity Partners
New York
$35.1M 472,752 +40,586 +9%
FNT
18
First National Trust
Pennsylvania
$35M 471,372 +57,962 +14%
CPO
19
Cerity Partners OCIO
New York
$33.3M 449,018 +21,028 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$33.3M 448,016 +8,515 +2%
NP
21
NorthRock Partners
Minnesota
$33.2M 447,798 -103,887 -19%
HighTower Advisors
22
HighTower Advisors
Illinois
$28.7M 386,969 +139,738 +57%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$27.4M 369,206 +29,938 +9%
EH
24
Equitable Holdings
New York
$26.5M 357,578 -20,049 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$26.5M 356,872 +40,410 +13%