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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 %
KCPG
551
Kavar Capital Partners Group
Kansas
$328K -$24.9K -600 -7%
BAM
552
Belpointe Asset Management
Nevada
$326K +$326K +7,846 New
SI
553
Stephens Inc
Arkansas
$326K
LFA
554
Laraway Financial Advisors
Minnesota
$325K +$125 +3 +0%
IWN
555
Independent Wealth Network
Iowa
$324K -$7.77K -187 -2%
FFW
556
Fusion Family Wealth
New York
$324K
HAM
557
Harmony Asset Management
Arizona
$324K -$24.9K -600 -7%
SCM
558
Sebold Capital Management
Illinois
$322K -$51.7K -1,244 -14%
PCG
559
Prosperity Consulting Group
Maryland
$321K -$201K -4,849 -39%
CCG
560
Coastwise Capital Group
California
$320K +$320K +7,711 New
SFM
561
Signet Financial Management
New Jersey
$320K +$320K +7,694 New
JFG
562
JDM Financial Group
Texas
$319K +$83 +2 +0%
SPC
563
Sigma Planning Corp
Michigan
$317K -$157K -3,773 -33%
AA
564
ACT Advisors
North Carolina
$310K -$1.95K -47 -0.6%
IWM
565
Iams Wealth Management
Nebraska
$310K +$310K +7,454 New
NFG
566
Nations Financial Group
Iowa
$310K -$201K -4,836 -39%
AC
567
AIFG Consultants
New York
$309K +$415 +10 +0.1%
IF
568
Intrua Financial
Texas
$308K -$791K -19,047 -72%
RPGK
569
Retirement Planning Group (Kansas)
Kansas
$307K -$76.4K -1,840 -20%
AFTS
570
American Financial & Tax Strategies
New York
$305K -$831 -20 -0.3%
IPWA
571
International Private Wealth Advisors
California
$299K +$299K +7,200 New
AP
572
Adero Partners
California
$298K
SL
573
SWMG LLC
Texas
$298K +$83 +2 +0%
LWMG
574
Levy Wealth Management Group
Pennsylvania
$297K +$297K +7,141 New
AC
575
ASB Consultores
Florida
$294K +$10.3K +248 +4%