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SPDR Portfolio S&P 600 Small Cap ETF

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
526
Horizon Wealth Management
Illinois
$374K -$11.2M -264,790 -97%
FA
527
FDx Advisors
Illinois
$372K -$174K -4,126 -32%
VIP
528
Vantage Investment Partners
Missouri
$367K +$7.38K +175 +2%
Northern Trust
529
Northern Trust
Illinois
$366K
HSG
530
Helen Stephens Group
Texas
$365K -$5.69K -135 -2%
SAI
531
Savvy Advisors Inc
New York
$363K +$363K +8,615 New
HAM
532
Harmony Asset Management
Arizona
$362K +$362K +8,590 New
PFS
533
Prospera Financial Services
Texas
$359K -$196K -4,658 -35%
PSCM
534
Per Stirling Capital Management
Texas
$359K +$127 +3 +0%
CFAM
535
Center For Asset Management
Florida
$357K -$45.5K -1,078 -11%
WF
536
Welch & Forbes
Massachusetts
$357K -$4.89K -116 -1%
STA
537
Summit Trail Advisors
New York
$351K -$32.9K -779 -9%
PCM
538
Parsons Capital Management
Rhode Island
$347K -$1.06K -25 -0.3%
KPWS
539
Kestra Private Wealth Services
Texas
$347K +$18K +427 +5%
OPWM
540
Oakwell Private Wealth Management
Texas
$343K -$12.9K -306 -4%
KIA
541
KLR Investment Advisors
Rhode Island
$339K +$26.3K +623 +8%
CT
542
Colonial Trust
South Carolina
$337K
IF
543
Intrua Financial
Texas
$337K -$684K -16,206 -67%
LA
544
Legacy Advisors
Pennsylvania
$335K +$335K +7,951 New
SAW
545
Signal Advisors Wealth
Michigan
$333K +$333K +7,896 New
SFM
546
Signet Financial Management
New Jersey
$333K +$333K +7,887 New
LFA
547
Laraway Financial Advisors
Minnesota
$331K -$10.5K -250 -3%
RJT
548
Raymond James Trust
Florida
$330K +$330K +7,826 New
Lido Advisors
549
Lido Advisors
California
$330K -$258K -6,127 -44%
FFW
550
Fusion Family Wealth
New York
$329K