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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 %
CB
701
Community Bank
New York
$35.3K
MA
702
MCF Advisors
Kentucky
$34.8K +$34.8K +825 New
PA
703
Parallel Advisors
California
$33.5K -$8.14K -193 -20%
AP
704
Atwood & Palmer
Missouri
$32.8K -$35.1K -833 -52%
MA
705
Montag & Associates
Georgia
$31.8K
CA
706
Clearstead Advisors
Ohio
$31K -$31K -735 -50%
CSC
707
Caldwell Sutter Capital
California
$29K
FWA
708
FSC Wealth Advisors
New York
$28.6K +$211 +5 +0.7%
WIM
709
Westside Investment Management
California
$28.6K -$10.9K -259 -28%
RIL
710
Rothschild Investment LLC
Illinois
$28.3K +$28.3K +672 New
SAM
711
Smartleaf Asset Management
Massachusetts
$26.8K +$26.8K +627 New
EWM
712
EPG Wealth Management
Georgia
$25.9K
LOIP
713
Live Oak Investment Partners
Texas
$25.8K -$22.5K
MRCM
714
M&R Capital Management
New Jersey
$25.4K +$6.66K +158 +36%
EWP
715
Elevation Wealth Partners
California
$24.7K +$24.7K +670 New
BC
716
Barrett & Company
Rhode Island
$23.7K
OP
717
ORG Partners
Indiana
$23.5K +$12.9K +305 +121%
CPG
718
Cornerstone Planning Group
New Jersey
$23.2K -$4.89K -116 -17%
CIA
719
Cape Investment Advisory
Georgia
$22.9K -$4.39K -104 -16%
CFFP
720
Center for Financial Planning
Michigan
$21.1K
JGIA
721
Jackson Grant Investment Advisers
Connecticut
$20.7K +$127 +3 +0.6%
FFA
722
Frazier Financial Advisors
Ohio
$17.1K +$17.1K +405 New
WWM
723
Wolff Wiese Magana
California
$16.7K -$12.9K -305 -44%
FHA
724
First Horizon Advisors
Tennessee
$16K +$4.99K +118 +45%
CB
725
Centennial Bank
Arkansas
$15.9K