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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 %
IHWM
326
Iron Horse Wealth Management
Iowa
$11K -$642 -15 -6%
BC
327
Bartlett & Co
Ohio
$11K +$11K +258 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$11K +$11K +258 New
FA
329
Flagstar Advisors
New York
$10K +$10K +234 New
GWMIA
330
Global Wealth Management Investment Advisory
Florida
$8K
RFA
331
Reilly Financial Advisors
California
$8K +$8K +192 New
LF
332
Lee Financial
Texas
$7K
MPCG
333
Matrix Private Capital Group
New York
$7K +$4.04K +93 +137%
NFSG
334
Newbridge Financial Services Group
Florida
$6K -$557 -13 -8%
RIA
335
RPG Investment Advisory
California
$6K
BW
336
Bison Wealth
Georgia
$5K
LWANC
337
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PA
338
Parallel Advisors
California
$5K +$43 +1 +0.9%
CG
339
Cutler Group
California
$4K +$4K +100 New
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +102 New
Simplex Trading
341
Simplex Trading
Illinois
$3K
WWM
342
Wolff Wiese Magana
California
$3K +$3K +61 New
CWP
343
Concord Wealth Partners
Virginia
$2K -$615 -16 -24%
S
344
SignatureFD
Georgia
$2K
HI
345
Hudock Inc
Pennsylvania
$2K
TWA
346
TCI Wealth Advisors
Arizona
$2K
IF
347
Ironwood Financial
Arizona
$2K
GTAM
348
Global Trust Asset Management
Florida
$2K
LPWM
349
Lake Point Wealth Management
Texas
$2K
PWMG
350
Prestige Wealth Management Group
New Jersey
$2K