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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 %
NL
426
NWAM LLC
Washington
$646K +$26.1K +617 +4%
PPW
427
Parcion Private Wealth
Washington
$646K +$603 +14 +0.1%
FWM
428
Fingerlakes Wealth Management
New York
$640K -$1.59K -37 -0.2%
ITB
429
Idaho Trust Bank
Idaho
$640K +$640K +14,866 New
BFA
430
Brown Financial Advisory
Alabama
$636K -$135K -3,136 -18%
IAP
431
Indie Asset Partners
Indiana
$633K
ME
432
McIlrath & Eck
Washington
$628K -$44.8K -1,041 -7%
WIC
433
Whitegate Investment Counselors
New Hampshire
$626K +$6.71K +156 +1%
UFA
434
US Financial Advisors
Massachusetts
$626K +$12.2K +283 +2%
TFG
435
Tilson Financial Group
New Jersey
$625K -$3.1K -72 -0.5%
GC
436
Gilbert & Cook
Iowa
$624K +$131K +3,039 +27%
BCFS
437
Butensky & Cohen Financial Security
Florida
$623K +$21.3K +495 +4%
CA
438
CGN Advisors
Kansas
$621K -$2.54K -59 -0.4%
SFS
439
Security Financial Services
Indiana
$619K -$270K -6,265 -30%
BC
440
Brio Consultants
California
$614K -$13.9K -323 -2%
FMN
441
Financial Management Network
California
$611K -$113K -2,697 -16%
CPA
442
Capital Planning Advisors
California
$611K +$2.15K +50 +0.4%
BBA
443
BLB&B Advisors
Pennsylvania
$595K
AWA
444
Alaska Wealth Advisors
Alaska
$591K +$58K +1,347 +11%
SWM
445
SFG Wealth Management
Maryland
$591K +$55.6K +1,292 +10%
SWA
446
Sightline Wealth Advisors
Connecticut
$586K -$339K -7,887 -37%
RFN
447
Redwood Financial Network
Ohio
$585K -$10.7K -249 -2%
ZCM
448
Ziegler Capital Management
Illinois
$584K +$990 +23 +0.2%
PP
449
Patron Partners
Texas
$581K -$52.8K -1,227 -8%
MWAM
450
Manhattan West Asset Management
California
$577K -$303K -7,029 -34%