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SPDR Portfolio S&P 600 Small Cap ETF

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K
Name Market Value Shares Shares
Change
Shares
Change %
LFG
51
Larson Financial Group
Missouri
$8.06M 236,557 -5,610 -2%
WCM
52
Windsor Capital Management
Arizona
$7.91M 232,133 +6,113 +3%
KW
53
KWB Wealth
California
$7.64M 224,363 +30,216 +16%
SWP
54
Stratos Wealth Partners
Ohio
$7.07M 207,594 +58,459 +39%
EH
55
Equitable Holdings
New York
$7.06M 207,324 +39,937 +24%
WA
56
WBH Advisory
Maryland
$7.01M 205,792 +23,594 +13%
HGWM
57
Harvest Group Wealth Management
Massachusetts
$7.01M 194,548 +6,080 +3%
MML Investors Services
58
MML Investors Services
Massachusetts
$6.74M 197,801 +9,106 +5%
WMS
59
Wealth Management Solutions
Pennsylvania
$6.65M 195,369 +39,203 +25%
OC
60
Oarsman Capital
Wisconsin
$6.58M 193,190 +10,595 +6%
AF
61
Allworth Financial
California
$6.48M 190,211 -2,316 -1%
NSAM
62
North Star Asset Management
Wisconsin
$6.35M 186,386 +186,386 New
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.11M 70,040 +70,040 New
5L
64
55I LLC
Massachusetts
$6.06M 177,825 +137,869 +345%
VFA
65
Valeo Financial Advisors
Indiana
$6.02M 176,603 +21,342 +14%
VCM
66
Vivaldi Capital Management
Illinois
$5.71M 163,770 -3,257 -2%
GRP
67
Global Retirement Partners
California
$5.7M 149,358 -21,554 -13%
AWA
68
Arete Wealth Advisors
Illinois
$5.66M 166,212 -4,813 -3%
DWM
69
Dakota Wealth Management
Florida
$5.56M 163,179 +121,049 +287%
AWC
70
Adamsbrown Wealth Consultants
Kansas
$5.53M 162,315 +23,160 +17%
WI
71
WrapManager Inc
California
$5.51M 161,710 -2,554 -2%
AA
72
Advisory Alpha
Michigan
$5.4M 158,402 +11,529 +8%
BWM
73
BCGM Wealth Management
Indiana
$5.3M 143,015 +6,364 +5%
GWM
74
Geneos Wealth Management
Colorado
$5.07M 148,883 -425 -0.3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$5.03M 147,669 +97,876 +197%