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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 %
SIC
301
Shoker Investment Counsel
Ohio
$1.49M -$102K -2,459 -6%
AWA
302
Alta Wealth Advisors
Massachusetts
$1.49M +$10.4K +251 +0.7%
NGA
303
Naples Global Advisors
Florida
$1.48M +$112K +2,695 +8%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$1.46M +$312K +7,501 +27%
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
$1.45M -$42.2K -1,016 -3%
SB
306
Strategic Blueprint
Georgia
$1.42M +$262K +6,298 +23%
NA
307
Nottingham Advisors
New York
$1.42M -$30K -723 -2%
AF
308
Advisornet Financial
Minnesota
$1.41M +$106K +2,557 +8%
IA
309
IFG Advisory
Georgia
$1.41M +$918K +22,107 +187%
NF
310
Nikulski Financial
Iowa
$1.41M -$26.3K -633 -2%
ACP
311
Aveo Capital Partners
Colorado
$1.38M -$131K -3,157 -9%
LIA
312
LBMC Investment Advisors
Tennessee
$1.38M -$2.12M -51,115 -61%
IWS
313
Integrity Wealth Solutions
Colorado
$1.38M -$32.6K -784 -2%
Comerica Bank
314
Comerica Bank
Texas
$1.38M -$352K -8,484 -20%
MCM
315
MAI Capital Management
Ohio
$1.38M +$62.9K +1,515 +5%
LGA
316
Lebenthal Global Advisors
New York
$1.37M -$4.4K -106 -0.3%
PWP
317
Precedent Wealth Partners
Texas
$1.34M +$531K +12,775 +66%
RFS
318
Richardson Financial Services
Massachusetts
$1.34M -$191K -4,610 -13%
RFG
319
Range Financial Group
Oregon
$1.32M +$11.9K +286 +0.9%
GSEP
320
Golden State Equity Partners
California
$1.29M +$1.29M +31,012 New
OGF
321
Orin Green Financial
California
$1.29M +$1.29M +30,981 New
MSA
322
Marathon Strategic Advisors
Pennsylvania
$1.28M +$72.6K +1,748 +6%
TCM
323
TD Capital Management
Tennessee
$1.28M -$6.4K -154 -0.5%
PWM
324
Penobscot Wealth Management
Maine
$1.27M -$157K -3,818 -11%
WPP
325
Whalerock Point Partners
Rhode Island
$1.27M -$6.44K -155 -0.5%