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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$36.1M
2
Bank of America
Bank of America
North Carolina
+$35.5M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$30.7M
4
LPL Financial
LPL Financial
California
+$29.8M
5
Ameriprise
Ameriprise
Minnesota
+$21.3M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$38.8M
2
Charles Schwab
Charles Schwab
California
-$17.6M
3
SMM
Stadion Money Management
Georgia
-$17.3M
4
HIM
Hanlon Investment Management
New Jersey
-$8.13M
5
Truist Financial
Truist Financial
North Carolina
-$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
226
Continental Investors Services
Washington
$681K -$9.39K -210 -1%
WMR
227
Wealth Management Resources
Rhode Island
$665K +$3.91K +93 +0.6%
Renaissance Technologies
228
Renaissance Technologies
New York
$665K +$417K +9,900 +168%
CWMGP
229
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$655K +$8.79K +209 +1%
AIS
230
American Investment Services
Massachusetts
$651K -$270K -6,425 -29%
AC
231
Apella Capital
Connecticut
$650K -$41.1K -978 -6%
LSAG
232
Lake Street Advisors Group
New Hampshire
$629K +$926 +22 +0.1%
SPA
233
Sentinel Pension Advisors
Massachusetts
$625K +$715 +17 +0.1%
FWM
234
Fingerlakes Wealth Management
New York
$612K +$11.7K +278 +2%
HSG
235
Helen Stephens Group
Texas
$609K +$108K +2,575 +22%
FA
236
Fiducient Advisors
Illinois
$606K +$606K +14,401 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$594K +$264K +6,269 +80%
AWA
238
Arkadios Wealth Advisors
Georgia
$591K +$6.23K +148 +1%
SIA
239
Strategic Investment Advisors
Michigan
$574K -$159K -3,787 -22%
PCIA
240
Prime Capital Investment Advisors
Kansas
$568K – – –
CGFA
241
Colton Groome Financial Advisors
North Carolina
$567K +$168K +3,993 +42%
GSWM
242
Golden State Wealth Management
California
$566K -$173K -4,106 -23%
OIA
243
OneDigital Investment Advisors
Kansas
$562K +$57.6K +1,371 +11%
CPIG
244
Chicago Partners Investment Group
Illinois
$558K +$178K +4,711 +47%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$554K -$167K -3,960 -23%
AFAS
246
Acorn Financial Advisory Services
Virginia
$551K – – –
TA
247
TKG Advisors
Indiana
$540K +$44.7K +1,062 +9%
CA
248
CoreCap Advisors
Michigan
$537K +$41.9K +996 +8%
EGA
249
E&G Advisors
Texas
$528K -$16.8K -400 -3%
PFG
250
PAX Financial Group
Texas
$527K +$18.4K +438 +4%
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