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SPDR Portfolio S&P 600 Small Cap ETF

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
301
Clear Perspectives Financial Planning
Ohio
$35K
GRP
302
Global Retirement Partners
California
$34K -$10.3K -241 -23%
MAM
303
Meeder Asset Management
Ohio
$33K
JCM
304
Jacobi Capital Management
Pennsylvania
$33K +$33K +767 New
IBOK
305
Independence Bank of Kentucky
Kentucky
$32K
NFG
306
Next Financial Group
Texas
$28K +$10.4K +241 +59%
SWM
307
Spire Wealth Management
Virginia
$24K -$1.82K -42 -7%
BFC
308
Bedel Financial Consulting
Indiana
$22K
CCM
309
Cribstone Capital Management
Maine
$21K -$21.8K -520 -51%
TC
310
Truvestments Capital
Florida
$21K
CFFP
311
Center for Financial Planning
Michigan
$21K
RE
312
RBC Europe
United Kingdom
$20.4K
SW
313
SVB Wealth
Massachusetts
$20K
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$20K +$42 +1 +0.2%
CFGS
315
Concourse Financial Group Securities
Alabama
$19K
KIG
316
Kowal Investment Group
Wisconsin
$19K +$19K +435 New
IWMA
317
Ironwood Wealth Management (Arizona)
Arizona
$18K
EBA
318
Eagle Bay Advisors
New York
$17K -$10.4K -228 -38%
US Bancorp
319
US Bancorp
Minnesota
$17K
CB
320
Community Bank
New York
$16K
LAS
321
Lloyd Advisory Services
Georgia
$16K +$10.4K +244 +183%
AWM
322
Accel Wealth Management
Iowa
$15K
ACA
323
Aptus Capital Advisors
Alabama
$14K -$5.85K -137 -29%
EWM
324
EPG Wealth Management
Georgia
$14K +$14K +317 New
SBL
325
Sargent Bickham Lagudis
Colorado
$12K +$12K +290 New