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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 %
SIS
726
Sound Income Strategies
Florida
$36.9K
RTL
727
Red Tortoise LLC
Georgia
$35.3K +$166 +4 +0.5%
IAIM
728
International Assets Investment Management
Florida
$33K +$33K +794 New
TSMHT
729
Thurston Springer Miller Herd & Titak
Indiana
$31.6K +$31.6K +761 New
MA
730
Montag & Associates
Georgia
$31.4K
CSC
731
Caldwell Sutter Capital
California
$28.5K
FWA
732
FSC Wealth Advisors
New York
$28.4K +$166 +4 +0.6%
WIM
733
Westside Investment Management
California
$28.1K
RIL
734
Rothschild Investment LLC
Illinois
$28.1K +$208 +5 +0.7%
EWP
735
Elevation Wealth Partners
California
$27.8K
WB
736
Webster Bank
Connecticut
$27K
EWM
737
EPG Wealth Management
Georgia
$26.6K -$27.5K -640 Closed
CB
738
Community Bank
New York
$26.5K
LOIP
739
Live Oak Investment Partners
Texas
$25.4K
ATPW
740
Ashton Thomas Private Wealth
Arizona
$24.3K +$24.3K +585 New
BC
741
Barrett & Company
Rhode Island
$23.3K
CCM
742
Chilton Capital Management
Texas
$23.3K +$23.3K +562 New
CIA
743
Cape Investment Advisory
Georgia
$21.9K -$7.35K -177 -25%
WWM
744
Wolff Wiese Magana
California
$21.1K +$4.69K +113 +29%
CFFP
745
Center for Financial Planning
Michigan
$20.8K
BWP
746
Baldwin Wealth Partners
Massachusetts
$20.8K +$20.8K +500 New
TSWM
747
Tyler-Stone Wealth Management
Ohio
$20.5K
PMFA
748
Plante Moran Financial Advisors
Michigan
$20.5K -$30.9K -745 -60%
JGIA
749
Jackson Grant Investment Advisers
Connecticut
$19.6K +$83 +2 +0.4%
SIC
750
SJS Investment Consulting
Ohio
$17.7K