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SPDR Portfolio S&P 600 Small Cap ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
CA
151
Cetera Advisors
Colorado
$5.58M 129,612 -8,214 -6%
SWP
152
Strategic Wealth Partners
Ohio
$5.55M 128,993 +440 +0.3%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$5.54M 128,756 +86,024 +201%
GM
154
GeoWealth Management
Illinois
$5.39M 125,168 -406 -0.3%
IWMA
155
Ironwood Wealth Management (Arizona)
Arizona
$5.33M 123,952 -2,399 -2%
MSA
156
Mason Street Advisors
Wisconsin
$5.31M 123,400 +123,400 New
PWM
157
Paulson Wealth Management
Illinois
$5.27M 122,467 +4,498 +4%
LSAG
158
Lake Street Advisors Group
New Hampshire
$5.22M 121,309
VCM
159
Vivaldi Capital Management
Illinois
$5.19M 122,201 -1,316 -1%
WA
160
Waverly Advisors
Alabama
$5.13M 119,078 +95,588 +407%
MA
161
MJP Associates
Connecticut
$5.03M 116,973 +60,861 +108%
WI
162
WrapManager Inc
California
$4.94M 114,845 -50,461 -31%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$4.9M 113,942 +14,479 +15%
FCI
164
Financial Counselors Inc
Kansas
$4.9M 113,825 -199 -0.2%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$4.85M 112,745 -4,578 -4%
EWM
166
Evermay Wealth Management
Virginia
$4.83M 112,327 -9,069 -7%
WSWA
167
Warren Street Wealth Advisors
California
$4.57M 106,138 +3,966 +4%
OWA
168
Octavia Wealth Advisors
Ohio
$4.54M 105,433 +91,642 +665%
SFC
169
Strategic Financial Concepts
Texas
$4.52M 105,010 +59,437 +130%
DC
170
Destiny Capital
Colorado
$4.51M 104,898 -8,049 -7%
CWM
171
Cornerstone Wealth Management
Missouri
$4.5M 104,522 +2,484 +2%
MFA
172
Millington Financial Advisors
Illinois
$4.46M 103,634 +4,724 +5%
HSWS
173
Higgins & Schmidt Wealth Strategies
Colorado
$4.44M 103,252 +1,369 +1%
SFP
174
Strategic Financial Planning
Texas
$4.42M 102,788 -1,236 -1%
AWS
175
Atria Wealth Solutions
New York
$4.31M 100,250 -6,707 -6%