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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 %
CAG
351
Csenge Advisory Group
Florida
$1.07M -$92.9K -2,237 -8%
FSWA
352
Financial Synergies Wealth Advisors
Texas
$1.07M -$1.48M -35,755 -58%
AIP
353
ARS Investment Partners
New York
$1.06M +$5.07K +122 +0.5%
NYLIM
354
New York Life Investment Management
New York
$1.05M +$1.05M +25,399 New
AG
355
Ascent Group
Virginia
$1.03M -$308K -7,422 -23%
ZIMP
356
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M -$1.55M -37,203 -60%
FPWM
357
FSB Premier Wealth Management
Iowa
$1.01M +$50.5K +1,215 +5%
EIA
358
Eldridge Investment Advisors
New Hampshire
$988K -$151K -3,626 -13%
GHAM
359
Gilman Hill Asset Management
Connecticut
$984K
T
360
Tidemark
California
$983K +$171K +4,106 +21%
SIC
361
Salem Investment Counselors
North Carolina
$969K -$18.4K -444 -2%
HCP
362
Hardin Capital Partners
South Carolina
$955K +$955K +12,201 New
DWM
363
Denver Wealth Management
Colorado
$950K -$53.2K -1,282 -5%
SEI Investments
364
SEI Investments
Pennsylvania
$948K +$22.5K +541 +2%
ECG
365
Edge Capital Group
Georgia
$933K -$88.5K -2,130 -9%
RIA
366
Realta Investment Advisors
Delaware
$930K -$80.9K -1,948 -8%
AFP
367
Alpha Financial Partners
Kentucky
$929K +$4.65K +112 +0.5%
AC
368
Apella Capital
Connecticut
$923K +$84K +2,048 +10%
AWC
369
Adamsbrown Wealth Consultants
Kansas
$913K -$122K -2,936 -12%
EFL
370
ERn Financial LLC
Wisconsin
$910K -$1.62M -38,995 -64%
BW
371
BIP Wealth
Georgia
$899K -$260K -6,258 -22%
MCC
372
Money Concepts Capital
Florida
$890K +$137K +3,305 +18%
BWFA
373
Baltimore-Washington Financial Advisors
Maryland
$886K +$9.14K +220 +1%
KFP
374
Keener Financial Planning
Texas
$884K +$2.7K +65 +0.3%
WFAG
375
Worth Financial Advisory Group
North Carolina
$878K +$98.6K +2,375 +13%