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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 %
MCWS
576
McKinley Carter Wealth Services
West Virginia
$293K +$57K +1,372 +24%
PWA
577
PCG Wealth Advisors
Kansas
$292K -$370K -8,899 -56%
CFS
578
Coordinated Financial Services
Colorado
$292K +$1.25K +30 +0.4%
WF
579
Welch & Forbes
Massachusetts
$292K -$123 -3 -0%
CFD
580
Creative Financial Designs
Indiana
$291K -$16.9K -407 -5%
Koshinski Asset Management
581
Koshinski Asset Management
Illinois
$291K +$77.4K +1,886 +36%
CSIC
582
Clifford Swan Investment Counsel
California
$290K
AL
583
ACAS LLC
California
$290K +$290K +6,300 New
FOA
584
Five Oceans Advisors
California
$290K +$10.3K +247 +4%
SF
585
Synovus Financial
Georgia
$289K -$9.76K -235 -3%
MCA
586
MSH Capital Advisors
Arizona
$288K +$288K +6,924 New
P
587
&Partners
Tennessee
$287K +$287K +6,907 New
WP
588
WealthPLAN Partners
Nebraska
$286K -$79.9K -1,924 -22%
APP
589
Avantax Planning Partners
Iowa
$285K +$285K +6,863 New
LFG
590
Lockerman Financial Group
California
$284K -$52.7K -1,268 -16%
VPWA
591
Vestia Personal Wealth Advisors
Indiana
$283K +$283K +6,823 New
CA
592
Continuum Advisory
Idaho
$283K -$332 -8 -0.1%
CC
593
Courier Capital
New York
$276K
CB
594
Commerce Bank
Missouri
$272K +$272K +6,547 New
ESB
595
Essex Savings Bank
Connecticut
$271K +$12.5K +302 +5%
TW
596
TrinityPoint Wealth
Connecticut
$270K +$7.85K +189 +3%
OC
597
Oppenheimer & Co
New York
$267K -$706K -16,988 -73%
GL
598
Graypoint LLC
New York
$262K +$83 +2 +0%
MYIA
599
Mount Yale Investment Advisors
Colorado
$261K +$1.25K +30 +0.5%
CIAS
600
Capital Investment Advisory Services
North Carolina
$261K -$406K -9,775 -61%