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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$24.8M
3
GI
Gradient Investments
Minnesota
+$21.6M
4
Ameriprise
Ameriprise
Minnesota
+$9.34M
5
GVAG
Great Valley Advisor Group
Delaware
+$8.65M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$41.7M
3
State Street
State Street
Massachusetts
-$18.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$18M
5
AssetMark Inc
AssetMark Inc
California
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
226
TRUADVICE
Florida
$678K +$91K +2,373 +16%
CF
227
Corrigan Financial
Rhode Island
$676K +$2.83K +83 +0.4%
HVIA
228
Hudson Valley Investment Advisors
New York
$674K -$43.6K -1,281 -6%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$660K -$147K -4,309 -18%
MFA
230
McClarren Financial Advisors
Pennsylvania
$650K +$650K +19,098 New
CAG
231
Csenge Advisory Group
Florida
$645K -$284K -8,350 -31%
RFG
232
Range Financial Group
Oregon
$634K -$7.66K -225 -1%
UAS
233
United Asset Strategies
New York
$632K +$67.1K +1,970 +12%
CGFA
234
Colton Groome Financial Advisors
North Carolina
$621K +$51.7K +1,517 +9%
CIAS
235
Capital Investment Advisory Services
North Carolina
$615K -$73.4K -2,155 -11%
CWMGP
236
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$594K +$19.5K +572 +3%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$589K +$65.1K +1,915 +12%
CIAS
238
CFS Investment Advisory Services
New Jersey
$580K +$562K +562,266 +3,203%
BCI
239
Brinker Capital Investments
Pennsylvania
$557K -$6.54K -192 -1%
SFP
240
Shepherd Financial Partners
Massachusetts
$556K -$87.9K -2,578 -14%
WMR
241
Wealth Management Resources
Rhode Island
$540K -$1.9K -56 -0.4%
Renaissance Technologies
242
Renaissance Technologies
New York
$521K +$57.9K +1,700 +13%
CIS
243
Continental Investors Services
Washington
$514K -$6.17K -181 -1%
LSAG
244
Lake Street Advisors Group
New Hampshire
$513K +$2.14K +63 +0.4%
SPA
245
Sentinel Pension Advisors
Massachusetts
$509K +$1.57K +46 +0.3%
NFP
246
Narus Financial Partners
Utah
$506K -$101K -2,953 -17%
FWM
247
Fingerlakes Wealth Management
New York
$505K +$1.67K +49 +0.3%
TFA
248
Transamerica Financial Advisors
Florida
$501K -$15.7K -461 -3%
TA
249
TKG Advisors
Indiana
$495K +$33K +969 +7%
HSG
250
Helen Stephens Group
Texas
$491K +$4.57K +134 +0.9%
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