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SPDR Portfolio S&P 600 Small Cap ETF

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
Net Calls
+$870K
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
351
Tortoise Investment Management
New York
$129K +$1.34K +32 +1%
AF
352
Advisornet Financial
Minnesota
$126K +$24.9K +591 +25%
EWA
353
EP Wealth Advisors
California
$122K +$122K +2,911 New
GI
354
Gradient Investments
Minnesota
$101K
BIP
355
Blueprint Investment Partners
North Carolina
$98K -$241K -5,733 -71%
WBC
356
West Branch Capital
Massachusetts
$98K -$79.3K -1,895 -45%
William Blair & Company
357
William Blair & Company
Illinois
$94K -$26.3K -624 -22%
ANBT
358
American National Bank & Trust
Texas
$84K
RIM
359
Rockbridge Investment Management
New York
$79.1K -$14.5K -342 -16%
PP
360
PrairieView Partners
Minnesota
$77K -$3.57K -85 -4%
BHWM
361
Bay Harbor Wealth Management
Maryland
$75K +$15.1K +361 +25%
OSNBOA
362
Old Second National Bank of Aurora
Illinois
$74K +$3.46K +82 +5%
BA
363
Bellwether Advisors
Nebraska
$73K
AIA
364
Armor Investment Advisors
North Carolina
$69K
CCM
365
Covington Capital Management
California
$66K +$42 +1 +0.1%
SPWM
366
Spartan Planning & Wealth Management
North Carolina
$65K +$65K +1,554 New
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$64K +$8.94K +207 +16%
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$61K +$61K +1,443 New
CIAS
369
CFS Investment Advisory Services
New Jersey
$61K +$59.5K +1,277,387 +3,891%
JWA
370
JFS Wealth Advisors
Pennsylvania
$60K
ADL
371
Asset Dedication LLC
California
$52K
PFS
372
Prospera Financial Services
Texas
$46K +$46K +1,104 New
SSB
373
Sandy Spring Bank
Maryland
$45K
FWP
374
FAS Wealth Partners
Kansas
$36K -$43.7K -1,039 -55%
GFPC
375
Global Financial Private Client
Florida
$33.7K +$33.7K +793 New