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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.

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

Top Buyers

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

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
Scarborough Advisors
Maryland
$5.36M -$2.84M -68,358 -35%
SWP
152
Strategic Wealth Partners
Ohio
$5.35M -$2.53K -61 -0%
APC
153
Aspire Private Capital
North Carolina
$5.24M -$1.01M -24,206 -16%
MA
154
MJP Associates
Connecticut
$5.11M +$249K +5,988 +5%
MWM
155
Merriman Wealth Management
Washington
$5.07M +$5.07M +122,097 New
VCM
156
Vivaldi Capital Management
Illinois
$5.04M -$33.1K -796 -0.7%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$5.03M +$1.85M +74,676 +58%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$4.98M +$252K +6,062 +5%
CWM
159
Cornerstone Wealth Management
Missouri
$4.9M +$557K +13,409 +13%
WI
160
WrapManager Inc
California
$4.84M +$67.9K +1,635 +1%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$4.68M -$3.03K -73 -0.1%
LSAG
162
Lake Street Advisors Group
New Hampshire
$4.66M -$377K -9,072 -7%
SGWM
163
Sterling Group Wealth Management
California
$4.61M +$4.61M +111,096 New
AFWM
164
Abich Financial Wealth Management
Virginia
$4.61M -$1.19M -28,569 -20%
WSWA
165
Warren Street Wealth Advisors
California
$4.56M +$148K +3,559 +3%
PWM
166
Paulson Wealth Management
Illinois
$4.51M -$579K -13,951 -11%
HSWS
167
Higgins & Schmidt Wealth Strategies
Colorado
$4.42M +$136K +3,279 +3%
WA
168
Waverly Advisors
Alabama
$4.4M -$544K -13,108 -11%
FCI
169
Financial Counselors Inc
Kansas
$4.34M -$391K -9,423 -8%
DAS
170
Diversify Advisory Services
Utah
$4.27M -$3.57M -87,146 -46%
SFP
171
Strategic Financial Planning
Texas
$4.27M -$3.16K -76 -0.1%
MFA
172
Millington Financial Advisors
Illinois
$4.26M -$43.7K -1,052 -1%
HA
173
Hofer & Associates
California
$4.21M +$60.6K +1,459 +1%
B
174
Bensler
Washington
$4.11M +$151K +3,642 +4%
ECM
175
Exchange Capital Management
Michigan
$4.1M +$1.26M +30,433 +45%
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