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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 %
DC
176
Destiny Capital
Colorado
$4.05M -$306K -7,370 -7%
IWP
177
IAG Wealth Partners
Wisconsin
$4.04M +$289K +6,967 +8%
RCA
178
Resonant Capital Advisors
Wisconsin
$4.04M +$169K +4,061 +4%
EDRIA
179
Edmonds Duncan Registered Investment Advisors
Kansas
$4M +$118K +2,837 +3%
Cerity Partners
180
Cerity Partners
New York
$3.99M -$46K -1,108 -1%
AWS
181
Atria Wealth Solutions
New York
$3.98M -$181K -4,354 -4%
FWM
182
Foguth Wealth Management
Michigan
$3.9M +$3.9M +93,882 New
TIM
183
Tortoise Investment Management
New York
$3.85M +$1.46M +35,136 +61%
TFA
184
TPG Financial Advisors
Oregon
$3.8M +$3.8M +91,593 New
MUAMU
185
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.76M
HVIA
186
Hudson Valley Investment Advisors
New York
$3.73M +$66.1K +1,600 +2%
JWCA
187
J.W. Cole Advisors
Florida
$3.65M +$1.17M +28,240 +47%
LFA
188
Legend Financial Advisors
Pennsylvania
$3.63M +$123K +2,968 +4%
LWMI
189
Landmark Wealth Management (Illinois)
Illinois
$3.58M +$3.58M +86,310 New
FZCM
190
Flynn Zito Capital Management
New York
$3.52M -$6.5M -156,575 -65%
CGFA
191
Colton Groome Financial Advisors
North Carolina
$3.51M +$160K +3,862 +5%
6F
192
626 Financial
Michigan
$3.51M -$26.2K -630 -0.7%
W
193
Wealthquest
Ohio
$3.45M -$416K -10,026 -11%
GSIAS
194
Garden State Investment Advisory Services
New Jersey
$3.39M -$7.98K -192 -0.2%
SFI
195
SPC Financial Inc
Maryland
$3.39M +$187K +4,498 +6%
TFA
196
Transamerica Financial Advisors
Florida
$3.36M
PC
197
Pecaut & Co
Iowa
$3.27M +$32.7K +787 +1%
AWM
198
Axxcess Wealth Management
California
$3.24M +$836K +20,118 +35%
HI
199
Harbour Investments
Wisconsin
$3.21M -$319K -7,676 -9%
FAIM
200
Financial Advocates Investment Management
Washington
$3.21M -$6.03M -145,141 -65%