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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
11.63%
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 %
SWA
276
Stratos Wealth Advisors
Ohio
$1.74M +$126K +3,031 +8%
KBFS
277
Kohmann Bosshard Financial Services
Ohio
$1.73M -$41.5K -1,000 -2%
GWSG
278
GPS Wealth Strategies Group
Colorado
$1.72M -$60.2K -1,450 -3%
GSIS
279
Global Strategic Investment Solutions
Arizona
$1.72M -$17.3K -417 -1%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$1.7M -$138K -3,318 -7%
CA
281
CSM Advisors
Pennsylvania
$1.69M
JCM
282
Jacobi Capital Management
Pennsylvania
$1.69M +$91.8K +2,211 +6%
NRA
283
NSI Retail Advisors
Pennsylvania
$1.67M
CFG
284
Cooper Financial Group
California
$1.65M +$221K +5,316 +15%
WCM
285
Wealthcare Capital Management
Virginia
$1.65M +$305K +7,349 +23%
VAS
286
Valicenti Advisory Services
New York
$1.64M +$74.8K +1,801 +5%
CGA
287
Crescent Grove Advisors
Illinois
$1.63M -$3.07K -74 -0.2%
BFA
288
Bill Few Associates
Pennsylvania
$1.61M +$520K +12,532 +48%
IF
289
Integrity Financial
Wyoming
$1.61M +$106K +2,547 +7%
PS
290
Principal Securities
Iowa
$1.6M +$304K +7,311 +23%
BCI
291
Brinker Capital Investments
Pennsylvania
$1.59M +$215K +5,180 +16%
OPS
292
Orion Portfolio Solutions
Nebraska
$1.59M +$215K +5,180 +16%
OWA
293
Opal Wealth Advisors
New York
$1.58M +$53.5K +1,289 +4%
BRWA
294
B. Riley Wealth Advisors
Florida
$1.56M +$1.15M +27,606 +275%
FFA
295
Farther Finance Advisors
California
$1.56M +$334K +8,110 +27%
EWA
296
EP Wealth Advisors
California
$1.56M +$23.1K +556 +2%
NB
297
Northwest Bancshares
Pennsylvania
$1.55M -$23.3K -562 -1%
Renaissance Technologies
298
Renaissance Technologies
New York
$1.54M +$889K +21,400 +135%
PWM
299
Perigon Wealth Management
California
$1.54M +$1.54M +37,136 New
CWP
300
Cyndeo Wealth Partners
Florida
$1.51M -$134K -3,224 -8%