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

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.

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

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
3
Savant Capital
Illinois
$39.2M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
5
LPL Financial
California
$746M

Top Sellers

1
EMPI
1
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
2
Mariner
Kansas
$18.7M
3
Ameriprise
3
Ameriprise
Minnesota
$229M
4
APW
4
Austin Private Wealth
Texas
$13.3M
5
Bank of America
5
Bank of America
North Carolina
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$25.2M 605,714 -48,317 -7%
PIMG
52
Patriot Investment Management Group
Tennessee
$24.5M 589,899 +61,359 +12%
DWM
53
Dakota Wealth Management
Florida
$24.5M 589,187 +65,864 +13%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$24.3M 586,063 +53,450 +10%
EH
55
Equitable Holdings
New York
$23.9M 576,318 +95,778 +20%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$23.7M 570,208 -46,470 -8%
Corient Private Wealth
57
Corient Private Wealth
Florida
$23.3M 559,849 +11,235 +2%
GLA
58
Good Life Advisors
Pennsylvania
$22.6M 544,246 +61,948 +13%
JFA
59
JNBA Financial Advisors
Minnesota
$21.1M 508,713 +55,525 +12%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$20.9M 503,707 +20,655 +4%
OIA
61
OneDigital Investment Advisors
Kansas
$20.3M 488,890 -6,470 -1%
Stifel Financial
62
Stifel Financial
Missouri
$19.6M 470,950 -115,652 -20%
MFS
63
McNamara Financial Services
Massachusetts
$19.3M 464,138 +76,677 +20%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$18.9M 453,885 +12,869 +3%
AWM
65
Avior Wealth Management
Nebraska
$18.8M 451,518 +136,285 +43%
Mariner
66
Mariner
Kansas
$18.7M 450,358 -1,033,812 -70%
FSA
67
Financial Security Advisor
Virginia
$18.6M 447,001 -4,746 -1%
RFS
68
Retirement Financial Solutions
Tennessee
$17.6M 423,063 +51,717 +14%
GWAG
69
Garrett Wealth Advisory Group
Texas
$16.5M 397,145 +4,597 +1%
DJSG
70
D.J. St. Germain
Massachusetts
$16.4M 395,384 +35,055 +10%
IWM
71
IHT Wealth Management
Illinois
$16M 385,456 -18,085 -4%
LFPWM
72
Leicht Financial Planning & Wealth Management
New Jersey
$15.6M 375,843 +9,094 +2%
TC
73
Trilogy Capital
California
$14.2M 340,788 +3,746 +1%
ACG
74
Allen Capital Group
Nebraska
$14M 337,055 +12,550 +4%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$14M 336,524 +33,775 +11%
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