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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
11.64%
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 %
PFM
676
Phillips Financial Management
Indiana
$107K -$415 -10 -0.4%
SAM
677
S.A. Mason
Michigan
$102K +$13.8K +332 +16%
PP
678
PrairieView Partners
Minnesota
$98K -$5.17K -125 -5%
OC
679
Oakworth Capital
Alabama
$97.8K
WBC
680
West Branch Capital
Massachusetts
$97.2K
OCM
681
Orion Capital Management
California
$94.6K
QCG
682
Quadrant Capital Group
Ohio
$94.2K
VWWMG
683
Vermillion & White Wealth Management Group
Pennsylvania
$94K
GWANC
684
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.1K -$2.91K -70 -3%
SMA
685
Sage Mountain Advisors
Georgia
$90.8K +$52.2K +1,257 +135%
NCM
686
Northwest Capital Management
Oregon
$87.8K +$9.3K +224 +12%
SWM
687
Spire Wealth Management
Virginia
$85.9K +$42 +1 +0%
GLR
688
Great Lakes Retirement
Ohio
$85.8K +$85.8K +2,066 New
ANBT
689
American National Bank & Trust
Texas
$82.6K
DWM
690
Dogwood Wealth Management
Kansas
$82.3K -$243K -5,848 -75%
S
691
SignatureFD
Georgia
$73.4K +$64.9K +1,562 +762%
LIA
692
Lynx Investment Advisory
District of Columbia
$71.6K +$71.6K +1,725 New
CJ
693
Caitlin John
Michigan
$70.3K -$9.76K -235 -12%
ST
694
Smithfield Trust
Pennsylvania
$70K
IGWM
695
ICA Group Wealth Management
Colorado
$68.2K -$1.98M -47,670 -97%
Qube Research & Technologies (QRT)
696
Qube Research & Technologies (QRT)
United Kingdom
$67.4K +$13.5K +325 +25%
JWA
697
JFS Wealth Advisors
Pennsylvania
$67K +$12.5K +301 +23%
KSWA
698
Kathleen S. Wright Associates
Pennsylvania
$65.1K +$65.1K +1,566 New
BCWM
699
Bartlett & Co Wealth Management
Ohio
$64K
SL
700
Salomon & Ludwin
Virginia
$63.3K