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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 %
SP
326
Stablepoint Partners
Massachusetts
$1.26M +$557K +12,240 +79%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$1.26M +$255K +6,135 +25%
DI
328
DDFG Inc
California
$1.25M +$45.3K +1,090 +4%
William Blair & Company
329
William Blair & Company
Illinois
$1.25M -$75.2K -1,811 -6%
TCM
330
Triumph Capital Management
Colorado
$1.25M +$54.3K +1,307 +5%
OCM
331
One Capital Management
California
$1.24M +$1.24M +29,961 New
CRI
332
Colonial River Investments
Virginia
$1.24M -$91.7K -2,209 -7%
PP
333
Pegasus Partners
Wisconsin
$1.24M -$72.4K -1,744 -6%
Lido Advisors
334
Lido Advisors
California
$1.23M +$930K +22,383 +309%
PRS
335
Pinkerton Retirement Specialists
Idaho
$1.2M +$693K +16,684 +137%
WMR
336
Wealth Management Resources
Rhode Island
$1.18M -$8.06K -194 -0.7%
FHA
337
First Horizon Advisors
Tennessee
$1.17M +$987K +23,777 +550%
CA
338
CoreCap Advisors
Michigan
$1.16M +$49.6K +1,194 +4%
CW
339
CreativeOne Wealth
Kansas
$1.15M -$1.25M -30,053 -52%
BFC
340
Bedel Financial Consulting
Indiana
$1.15M +$87.5K +2,108 +8%
SAA
341
Southeast Asset Advisors
Georgia
$1.13M
LCM
342
Lunt Capital Management
Utah
$1.13M -$258K -6,206 -19%
EWM
343
Empirical Wealth Management
Washington
$1.13M -$14.8K -357 -1%
GM
344
GeoWealth Management
Illinois
$1.12M -$4.07M -98,109 -78%
RSA
345
River Street Advisors
Illinois
$1.12M +$284K +6,829 +34%
MWM
346
Modera Wealth Management
New Jersey
$1.11M -$36.8K -887 -3%
MWC
347
MBM Wealth Consultants
Missouri
$1.09M +$96.7K +2,358 +10%
CCFCSB
348
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M -$39.8K -958 -4%
FT
349
Fiduciary Trust
Massachusetts
$1.08M
BFC
350
Blue Fin Capital
Rhode Island
$1.08M +$95K +2,287 +10%