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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 %
TWM
401
Trinity Wealth Management
Pennsylvania
$730K +$24.9K +578 +4%
CIAS
402
CFS Investment Advisory Services
New Jersey
$716K +$179K +4,160 +33%
UWM
403
USAdvisors Wealth Management
Minnesota
$709K
CIAS
404
Capital Investment Advisory Services
North Carolina
$691K -$15.7K -364 -2%
LNC
405
Lincoln National Corp
Pennsylvania
$687K +$86.7K +2,014 +14%
BWP
406
Balboa Wealth Partners
Arizona
$686K +$110K +2,550 +19%
PWA
407
PCG Wealth Advisors
Kansas
$686K -$2.22M -51,510 -76%
AA
408
Advisory Alpha
Michigan
$686K -$5.1M -118,565 -88%
Renaissance Technologies
409
Renaissance Technologies
New York
$680K +$680K +15,800 New
SFG
410
Sunburst Financial Group
Alabama
$674K +$118K +2,765 +21%
AFG
411
Atomi Financial Group
New York
$672K +$143K +3,315 +27%
GEA
412
Glen Eagle Advisors
New Jersey
$670K -$172K -3,996 -20%
ICP
413
Interchange Capital Partners
Pennsylvania
$669K +$45K +1,022 +7%
LA
414
LexAurum Advisors
Kansas
$669K +$17.9K +415 +3%
SPA
415
Sentinel Pension Advisors
Massachusetts
$666K +$1.81K +42 +0.3%
SP
416
Stablepoint Partners
Massachusetts
$666K +$113K +2,628 +20%
FIM
417
Fernwood Investment Management
Massachusetts
$664K +$243K +5,638 +58%
WIA
418
World Investment Advisors
California
$664K -$31.4K -708 -5%
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$662K -$15.5K -359 -2%
EFG
420
Ehrlich Financial Group
California
$661K +$40.2K +935 +6%
SAI
421
Savvy Advisors Inc
New York
$661K +$290K +6,749 +78%
UCFA
422
United Capital Financial Advisors
Texas
$660K -$45.1K -1,047 -6%
CIS
423
Continental Investors Services
Washington
$656K +$213 +5 +0%
RCA
424
Ranch Capital Advisors
Florida
$655K +$13.5K +313 +2%
MC
425
Moors & Cabot
Massachusetts
$649K +$92.9K +2,159 +17%