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SPDR Portfolio S&P 600 Small Cap ETF
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Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
51
Peterson Wealth Advisors
Utah
$27.9M 648,291 +9,780 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.5M 616,678 +183,882 +42%
FGAM
53
Financial Gravity Asset Management
Texas
$26.4M 620,568 -3,338,971 -84%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$25.6M 593,914 +36,173 +6%
Stifel Financial
55
Stifel Financial
Missouri
$25.2M 586,602 +10,205 +2%
Corient Private Wealth
56
Corient Private Wealth
Florida
$23.6M 548,614 +10,199 +2%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$22.9M 532,613 +76,339 +17%
PIMG
58
Patriot Investment Management Group
Tennessee
$22.7M 528,540 +68,716 +15%
FFN
59
Focus Financial Network
Minnesota
$22.7M 570,674 +13,811 +2%
DWM
60
Dakota Wealth Management
Florida
$22.5M 523,323 +73,314 +16%
OIA
61
OneDigital Investment Advisors
Kansas
$21.3M 495,360 -38,079 -7%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$20.8M 483,052 -168,504 -26%
GLA
63
Good Life Advisors
Pennsylvania
$20.8M 482,298 -7,536 -2%
EH
64
Equitable Holdings
New York
$20.7M 480,540 +81,147 +20%
JFA
65
JNBA Financial Advisors
Minnesota
$19.5M 453,188 +258,888 +133%
FSA
66
Financial Security Advisor
Virginia
$19.4M 451,747 -5,866 -1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$19M 441,016 +6,802 +2%
UAS
68
United Asset Strategies
New York
$18.3M 426,017 +415,766 +4,056%
MML Investors Services
69
MML Investors Services
Massachusetts
$17.8M 413,405 +8,815 +2%
IWM
70
IHT Wealth Management
Illinois
$17.4M 403,541 -20,484 -5%
GWAG
71
Garrett Wealth Advisory Group
Texas
$16.9M 392,548 +2,611 +0.7%
MFS
72
McNamara Financial Services
Massachusetts
$16.7M 387,461 -1,136 -0.3%
RFS
73
Retirement Financial Solutions
Tennessee
$16M 371,346 +34,689 +10%
LFPWM
74
Leicht Financial Planning & Wealth Management
New Jersey
$15.8M 366,749 +88,015 +32%
FF
75
Fox Financial
Pennsylvania
$15.6M 362,876 -2,114 -0.6%
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