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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 %
FMI
451
F/M Investments
District of Columbia
$561K +$561K +13,508 New
Brown Advisory
452
Brown Advisory
Maryland
$559K +$103K +2,486 +23%
TWD
453
True Wealth Design
Ohio
$553K
BWP
454
Balboa Wealth Partners
Arizona
$552K -$110K -2,653 -17%
BC
455
Brio Consultants
California
$549K -$43.7K -1,053 -7%
PSF
456
Pacific Sun Financial
California
$549K -$2.49K -60 -0.5%
GBT
457
Grove Bank & Trust
Florida
$549K -$3.07K -74 -0.6%
PIAS
458
PCA Investment Advisory Services
Ohio
$545K +$6.11K +147 +1%
KPWS
459
Kestra Private Wealth Services
Texas
$540K +$540K +12,998 New
PA
460
Procyon Advisors
Connecticut
$534K +$36.6K +881 +7%
MA
461
Mutual Advisors
Nebraska
$534K +$49.1K +1,079 +10%
CFB
462
Cullen/Frost Bankers
Texas
$530K +$530K +12,771 New
GC
463
Gilbert & Cook
Iowa
$528K -$74.3K -1,788 -12%
BBA
464
BLB&B Advisors
Pennsylvania
$528K -$46.9K -1,130 -8%
BPFA
465
Barnes Pettey Financial Advisors
Mississippi
$519K -$11K -265 -2%
PPW
466
Parcion Private Wealth
Washington
$513K -$110K -2,652 -18%
UWM
467
USAdvisors Wealth Management
Minnesota
$512K -$191K -4,595 -27%
EGA
468
E&G Advisors
Texas
$507K -$208 -5 -0%
SWA
469
Sightline Wealth Advisors
Connecticut
$506K -$59.5K -1,433 -11%
LA
470
Latitude Advisors
Florida
$502K -$12K -288 -2%
SHGA
471
Sand Hill Global Advisors
California
$500K -$15.1K -363 -3%
VCA
472
Verdence Capital Advisors
Maryland
$499K +$2.7K +65 +0.5%
AWAU
473
Alliance Wealth Advisors (Utah)
Utah
$498K +$88.9K +2,141 +22%
MI
474
Moneywise Inc
Virginia
$494K -$44.1K -1,063 -8%
CF
475
Centaurus Financial
California
$493K +$133K +3,200 +37%