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SPDR Portfolio S&P 600 Small Cap ETF

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
IFP Advisors
Florida
$2.57M +$79.3K +1,909 +3%
AI
227
Atria Investments
North Carolina
$2.54M +$3.36K +81 +0.1%
NC
228
Napatree Capital
Rhode Island
$2.54M +$224K +5,392 +10%
WAS
229
Wealth Advisory Solutions
Indiana
$2.54M +$25.7K +619 +1%
LPT
230
Legacy Private Trust
Wisconsin
$2.51M +$126K +3,041 +5%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$2.49M -$236K -5,677 -9%
CWP
232
CFM Wealth Partners
Texas
$2.49M +$383K +9,219 +18%
MF
233
Meridian Financial
Massachusetts
$2.48M +$102K +2,451 +4%
SAM
234
Securian Asset Management
Minnesota
$2.46M
DFA
235
DHK Financial Advisors
New Hampshire
$2.46M
ACA
236
Affinity Capital Advisors
California
$2.44M -$98.1K -2,362 -4%
SW
237
SkyOak Wealth
Michigan
$2.43M -$20.6K -495 -0.8%
LSIA
238
LaSalle St. Investment Advisors
Illinois
$2.42M +$2.42M +26,347 New
PSFG
239
Prairie Sky Financial Group
Illinois
$2.41M -$20K -481 -0.8%
IA
240
IFG Advisors
Missouri
$2.38M -$27.5K -661 -1%
CWM
241
Compass Wealth Management
Connecticut
$2.38M +$296K +7,118 +14%
AFG
242
Arkansas Financial Group
Arkansas
$2.38M +$327K +7,864 +16%
PWG
243
Portside Wealth Group
Utah
$2.36M +$1.42M +34,226 +152%
KAM
244
Knightsbridge Asset Management
California
$2.31M +$15.8K +380 +0.7%
TCA
245
Transcend Capital Advisors
New Jersey
$2.28M -$15.5K -373 -0.7%
SFS
246
Sowell Financial Services
Arkansas
$2.26M -$27.1K -653 -1%
EMPI
247
Elo Mutual Pension Insurance
Finland
$2.24M -$46.5M -1,120,735 -95%
TA
248
TFG Advisers
Michigan
$2.18M +$3.2K +77 +0.1%
NP
249
NorthRock Partners
Minnesota
$2.18M -$127K -3,048 -5%
TCM
250
Towercrest Capital Management
Pennsylvania
$2.15M -$153K -3,683 -7%