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SPDR Portfolio S&P 600 Small Cap ETF

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
401
Newbridge Financial Services Group
Florida
$7K +$7K +200 New
SPIA
402
Steward Partners Investment Advisory
New York
$6K
SC
403
SouthState Corp
Florida
$6K
HS
404
Horan Securities
United States
$6K +$34 +1 +0.6%
TSWM
405
Tyler-Stone Wealth Management
Ohio
$5K -$5.19K -140 -51%
MW
406
Milestone Wealth
New York
$5K -$376 -10 -7%
SWM
407
Spire Wealth Management
Virginia
$4K -$5.82K -160 -59%
SWM
408
Selective Wealth Management
Virginia
$4K
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
VCM
410
Vigilant Capital Management
Maine
$4K +$4K +120 New
C
411
Covestor
United Kingdom
$3K -$2.3K -56 -43%
PFM
412
Phillips Financial Management
Indiana
$3K +$3K +96 New
OPW
413
Oxler Private Wealth
New York
$2.26K
PA
414
Parallel Advisors
California
$2K -$10.7K -325 -84%
IHWM
415
Iron Horse Wealth Management
Iowa
$2K -$3.33K -100 -63%
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K -$1.96K -43 -49%
FHA
417
First Horizon Advisors
Tennessee
$2K
PWMG
418
Prestige Wealth Management Group
New Jersey
$2K
BEI
419
Benjamin Edwards Inc
Missouri
$2K +$29 +1 +1%
EIP
420
Ellis Investment Partners
Pennsylvania
$2K +$2K +66 New
FGAM
421
Financial Gravity Asset Management
Texas
$1.88K -$1.86K -54,534 -50%
GWANC
422
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$500 -10 -33%
S
423
SignatureFD
Georgia
$1K
CA
424
Crewe Advisors
Utah
$1K
TCWA
425
Ten Capital Wealth Advisors
Washington
$1K