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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 %
GFPC
401
Global Financial Private Client
Florida
$765K -$116K -2,788 -13%
SPIA
402
Steward Partners Investment Advisory
New York
$745K -$31.8K -765 -4%
TWM
403
Trinity Wealth Management
Pennsylvania
$740K +$35.2K +848 +5%
WHC
404
Wulff, Hansen & Co
California
$737K +$737K +17,745 New
SL
405
Sentinus LLC
Illinois
$720K +$3.78K +91 +0.5%
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$719K +$244K +5,879 +51%
AFM
407
Abbot Financial Management
Massachusetts
$714K +$208 +5 +0%
AA
408
Axiom Advisory
California
$713K +$713K +17,169 New
CWM
409
Collaborative Wealth Management
Florida
$712K -$20.1K -483 -3%
TAM
410
Titleist Asset Management
Texas
$712K -$88K -2,118 -11%
Two Sigma Investments
411
Two Sigma Investments
New York
$705K -$889K -21,400 -56%
SFS
412
Security Financial Services
Indiana
$700K +$103K +2,469 +17%
TI
413
Trexquant Investment
Connecticut
$683K +$683K +16,452 New
AA
414
Advisory Alpha
Michigan
$676K +$14.2K +341 +2%
MERSOM
415
Municipal Employees' Retirement System of Michigan
Michigan
$664K +$664K +15,987 New
SFG
416
Sunburst Financial Group
Alabama
$655K -$2.12K -51 -0.3%
ACM
417
Armbruster Capital Management
New York
$651K +$651K +15,670 New
MFA
418
McClarren Financial Advisors
Pennsylvania
$648K -$10.8M -17,986 -94%
SPA
419
Sentinel Pension Advisors
Massachusetts
$647K +$3.57K +86 +0.6%
ICP
420
Interchange Capital Partners
Pennsylvania
$646K +$13.7K +330 +2%
FIM
421
Fernwood Investment Management
Massachusetts
$641K
CA
422
CGN Advisors
Kansas
$634K +$35.1K +846 +6%
ACA
423
Aptus Capital Advisors
Alabama
$633K -$1.84M -44,198 -74%
RCA
424
Ranch Capital Advisors
Florida
$626K -$5.57K -134 -0.9%
UCFA
425
United Capital Financial Advisors
Texas
$615K -$21.4K -515 -3%