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SPDR Portfolio S&P 600 Small Cap ETF

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
351
MBM Wealth Consultants
Missouri
$1.04M +$44.3K +1,029 +4%
DWM
352
Denver Wealth Management
Colorado
$1.04M -$2.84M -65,890 -73%
Fidelity Investments
353
Fidelity Investments
Massachusetts
$1.04M +$386K +8,978 +59%
SIC
354
Salem Investment Counselors
North Carolina
$1.02M
GHAM
355
Gilman Hill Asset Management
Connecticut
$1.02M +$43 +1 +0%
BFC
356
Blue Fin Capital
Rhode Island
$1.02M +$48.7K +1,131 +5%
OC
357
Oppenheimer & Co
New York
$1.01M +$136K +3,169 +16%
Citadel Advisors
358
Citadel Advisors
Florida
$993K +$955K +22,181 +2,465%
FPWM
359
FSB Premier Wealth Management
Iowa
$993K -$41.3K -960 -4%
PWG
360
Portside Wealth Group
Utah
$971K -$27.1K -630 -3%
SEI Investments
361
SEI Investments
Pennsylvania
$960K +$5.25K +122 +0.6%
AFP
362
Alpha Financial Partners
Kentucky
$957K +$3.31K +77 +0.3%
FG
363
Fiduciary Group
Georgia
$934K +$22K +510 +2%
BSW
364
Buckingham Strategic Wealth
Missouri
$933K -$104K -2,405 -10%
KFP
365
Keener Financial Planning
Texas
$914K -$560 -13 -0.1%
BWFA
366
Baltimore-Washington Financial Advisors
Maryland
$909K -$32.5K -754 -3%
GFPC
367
Global Financial Private Client
Florida
$904K -$32.9K -772 -4%
OWA
368
Outlook Wealth Advisors
Texas
$891K -$253K -5,885 -22%
SWM
369
Seaside Wealth Management
California
$876K -$2.93K -68 -0.3%
CF
370
Corrigan Financial
Rhode Island
$876K -$5.42K -126 -0.6%
HIA
371
Harbor Investment Advisory
Maryland
$871K +$134K +3,108 +18%
AC
372
Apella Capital
Connecticut
$866K +$805 +19 +0.1%
RSA
373
River Street Advisors
Illinois
$865K +$79.2K +1,840 +10%
AIS
374
American Investment Services
Massachusetts
$857K
MCM
375
MidAtlantic Capital Management
Virginia
$852K