SPSM icon

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
11.64%
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 %
FTDI
601
First Trust Direct Indexing
Massachusetts
$260K -$24.1K -581 -8%
AIM
602
Acropolis Investment Management
Missouri
$260K
VIM
603
Vista Investment Management
Pennsylvania
$257K +$257K +6,195 New
MWM
604
Marion Wealth Management
Pennsylvania
$257K +$955 +23 +0.4%
MLRA
605
Main Line Retirement Advisors
Montana
$257K +$1.29K +31 +0.5%
AAS
606
Ameritas Advisory Services
Nebraska
$256K -$58K -1,397 -18%
ORG
607
Optimist Retirement Group
Washington
$255K +$208 +5 +0.1%
CP
608
Castleview Partners
Texas
$254K +$44.9K +1,081 +21%
AFAS
609
Acorn Financial Advisory Services
Virginia
$253K -$30.8K -741 -11%
NCM
610
Noesis Capital Mangement
Florida
$250K +$748 +18 +0.3%
VWM
611
VCI Wealth Management
Missouri
$249K +$249K +5,999 New
BFA
612
Beaumont Financial Advisors
Massachusetts
$247K -$15K -362 -6%
BWA
613
Burt Wealth Advisors
Maryland
$247K -$23.6K -568 -9%
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$246K -$44.2K -1,064 -15%
MFT
615
Moisand Fitzgerald Tamayo
Florida
$245K -$23.1K -557 -9%
AA
616
Alesco Advisors
New York
$245K +$37.5K +902 +18%
RWM
617
Ritholtz Wealth Management
New York
$244K +$623 +15 +0.3%
CAAS
618
Capital Asset Advisory Services
Michigan
$244K -$10.1K -245 -4%
MGW
619
MB Generational Wealth
Washington
$244K +$244K +5,864 New
KeyBank National Association
620
KeyBank National Association
Ohio
$242K
SC
621
Sapient Capital
Indiana
$242K
HSG
622
Helen Stephens Group
Texas
$242K -$25.3K -609 -9%
CFP
623
Cascade Financial Partners
California
$241K +$166 +4 +0.1%
NWMG
624
National Wealth Management Group
Ohio
$240K -$81.1K -1,952 -25%
HFA
625
High Falls Advisors
New York
$240K