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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 %
BSWM
76
Boston Standard Wealth Management
Massachusetts
$13.9M 335,826 +7,509 +2%
SWP
77
Stratos Wealth Partners
Ohio
$13.9M 335,150 +31,459 +10%
CIC
78
Carnegie Investment Counsel
Ohio
$13.9M 334,800 +10,985 +3%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$13.9M 334,705 +12,517 +4%
BAM
80
Berkshire Asset Management
Pennsylvania
$13.7M 330,569 +20,844 +7%
SA
81
Sanctuary Advisors
Indiana
$13.7M 333,401 +333,401 New
FGAM
82
Financial Gravity Asset Management
Texas
$13.7M 331,258 -289,310 -47%
APW
83
Austin Private Wealth
Texas
$13.3M 320,013 -512,233 -62%
CSPAM
84
Cary Street Partners Asset Management
Virginia
$13.2M 318,185 +45,113 +17%
MFG
85
Marmo Financial Group
Tennessee
$13.1M 315,441 -4,364 -1%
VFA
86
Valeo Financial Advisors
Indiana
$13M 312,640 +1,509 +0.5%
WWM
87
Western Wealth Management
Colorado
$12.5M 301,015 +41,019 +16%
OFS
88
OneAscent Financial Services
Alabama
$12.5M 299,803 -53,703 -15%
GWM
89
Geneos Wealth Management
Colorado
$11.9M 286,774 +22,271 +8%
TMWM
90
Taylor & Morgan Wealth Management
Michigan
$11.7M 281,021 +4,137 +1%
NSAM
91
North Star Asset Management
Wisconsin
$11.6M 278,423 +8,111 +3%
PAS
92
Park Avenue Securities
New York
$11.6M 278,369 +8,072 +3%
WA
93
WBH Advisory
Maryland
$11.3M 271,546 +11,455 +4%
PFA
94
Pure Financial Advisors
California
$11.1M 266,579 -4,717 -2%
KW
95
KWB Wealth
California
$11M 256,507 -11,459 -4%
RW
96
RVW Wealth
California
$10.9M 263,569 -44,730 -15%
FI
97
Financial Insights
Washington
$10.9M 262,719 +11,202 +4%
GRP
98
Global Retirement Partners
California
$10.8M 261,071 +14,565 +6%
KAS
99
Kestra Advisory Services
Texas
$10.7M 257,963 +25,087 +11%
WCM
100
Windsor Capital Management
Arizona
$10.7M 257,957 +5,832 +2%
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4
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