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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$56.8M
2
MFG
Merit Financial Group
Georgia
+$45.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$43.4M
4
LPL Financial
LPL Financial
California
+$26.9M
5
State Street
State Street
Massachusetts
+$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$46.5M
2
GC
Grimes & Company
Massachusetts
-$29.9M
3
CWM
Congress Wealth Management
Massachusetts
-$21.1M
4
FWM
Frontier Wealth Management
Missouri
-$14.3M
5
TI
Tidal Investments
Wisconsin
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
226
TRUADVICE
Florida
$603K -$674K -17,088 -53%
CGFA
227
Colton Groome Financial Advisors
North Carolina
$601K +$116K +3,215 +24%
BCI
228
Brinker Capital Investments
Pennsylvania
$596K -$28.1K -782 -5%
UAS
229
United Asset Strategies
New York
$596K +$274K +7,616 +85%
CPIG
230
Chicago Partners Investment Group
Illinois
$590K +$5.35K +135 +0.9%
WMR
231
Wealth Management Resources
Rhode Island
$573K +$4.67K +130 +0.8%
PP
232
Pegasus Partners
Wisconsin
$569K +$569K +15,821 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$554K +$46.3K +1,288 +9%
CIS
234
Continental Investors Services
Washington
$549K +$1.15K +32 +0.2%
TFA
235
Transamerica Financial Advisors
Florida
$546K +$546K +15,155 New
LSAG
236
Lake Street Advisors Group
New Hampshire
$540K +$2.27K +63 +0.4%
CWM
237
Cedar Wealth Management
California
$539K -$138K -3,827 -20%
SPA
238
Sentinel Pension Advisors
Massachusetts
$536K +$1.8K +50 +0.3%
FWM
239
Fingerlakes Wealth Management
New York
$531K +$7.8K +217 +1%
FPW
240
Flagship Private Wealth
Massachusetts
$527K -$107K -2,983 -17%
CCM
241
Coldstream Capital Management
Washington
$524K -$110K -3,063 -17%
OIA
242
OneDigital Investment Advisors
Kansas
$520K +$39.2K +1,090 +8%
HSG
243
Helen Stephens Group
Texas
$513K -$7.41K -206 -1%
CFA
244
Compass Financial Advisors
Indiana
$498K +$50.5K +1,404 +11%
Renaissance Technologies
245
Renaissance Technologies
New York
$489K -$79.1K -2,200 -14%
TA
246
TKG Advisors
Indiana
$488K +$26.1K +725 +6%
KFS
247
Kelly Financial Services
Massachusetts
$485K +$237K +6,594 +96%
AC
248
Apella Capital
Connecticut
$485K -$71.2K -1,978 -13%
JPMPWA
249
J.P. Morgan Private Wealth Advisors
California
$482K +$44.3K +1,230 +10%
PFA
250
Professional Financial Advisors
Nebraska
$474K -$131K -3,643 -22%
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