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SPDR S&P 600 Small Cap Value ETF

548 hedge funds and large institutions have $2.59B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 197 reducing their positions, and 37 closing their positions.

Holders
548
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
7.93%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
62
Increased
195
Reduced
197
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$232M 2,673,348 +84,292 +3%
LPL Financial
2
LPL Financial
California
$130M 1,497,185 +65,870 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$119M 1,370,723 +16,434 +1%
CFS
4
Cannon Financial Strategists
Georgia
$79.8M 919,457 +9,024 +1%
GIM
5
Goelzer Investment Management
Indiana
$79.1M 910,990 +72,247 +9%
Cerity Partners
6
Cerity Partners
New York
$78.6M 905,280 +42,737 +5%
NP
7
NorthRock Partners
Minnesota
$63.3M 729,519 +8,734 +1%
Ameriprise
8
Ameriprise
Minnesota
$58.4M 671,607 -604,513 -47%
MIS
9
Morningstar Investment Services
Illinois
$51.8M 598,525 -12,807 -2%
FPIS
10
Financial Planning & Information Services
Wisconsin
$50.6M 582,947 -69,049 -11%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$48.4M 557,421 +4,510 +0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.7M 491,468 +16,803 +4%
Creative Planning
13
Creative Planning
Kansas
$38.3M 441,642 -36,425 -8%
AWM
14
Avior Wealth Management
Nebraska
$32M 368,655 +14,527 +4%
Wells Fargo
15
Wells Fargo
California
$31.7M 365,572 +8,298 +2%
TC
16
Trilogy Capital
California
$30.5M 350,758 +9,611 +3%
EK
17
Evensky & Katz
Florida
$27M 310,808 -1,527 -0.5%
EH
18
Equitable Holdings
New York
$26.8M 308,220 -48,192 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$26.4M 304,127 -26,868 -8%
RA
20
Rodgers & Associates
Pennsylvania
$26.1M 300,995 +4,629 +2%
Goldman Sachs
21
Goldman Sachs
New York
$25.2M 289,995 +117,565 +68%
Morgan Stanley
22
Morgan Stanley
New York
$25.2M 289,759 +20,392 +8%
DJFS
23
Dean Jacobson Financial Services
Texas
$24.9M 286,577 -2,076 -0.7%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$24.4M 280,798 +277,865 +9,474%
AFA
25
American Financial Advisors
Georgia
$23.3M 268,222 -6,393 -2%