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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
226
Private Portfolio Partners
New Jersey
$845K +$43K +1,164 +5%
SWM
227
Seaside Wealth Management
California
$836K -$7.69K -208 -0.9%
BCG
228
Breakwater Capital Group
New Jersey
$821K +$821K +22,214 New
WAOI
229
Wealth Advisors of Iowa
Iowa
$816K +$816K +22,085 New
OGF
230
Orin Green Financial
California
$812K +$25.9K +701 +3%
MI
231
Moneywise Inc
Virginia
$810K -$46.3K -1,253 -5%
FMN
232
Financial Management Network
California
$771K -$7.47K -200 -1%
AF
233
Aldebaran Financial
$770K -$246K -6,658 -24%
HVIA
234
Hudson Valley Investment Advisors
New York
$768K +$36.3K +983 +5%
MF
235
Meridian Financial
Massachusetts
$765K +$17.3K +469 +2%
AWA
236
Alta Wealth Advisors
Massachusetts
$764K +$313K +8,465 +69%
MWM
237
Modera Wealth Management
New Jersey
$747K -$119K -3,218 -14%
CWM
238
Compass Wealth Management
Connecticut
$739K +$739K +20,001 New
CF
239
Corrigan Financial
Rhode Island
$737K +$2.88K +78 +0.4%
SEI Investments
240
SEI Investments
Pennsylvania
$719K -$119K -3,212 -14%
BC
241
Brio Consultants
California
$711K -$25.5K -689 -3%
MFA
242
McClarren Financial Advisors
Pennsylvania
$703K -$2.18K -59 -0.3%
SFP
243
Shepherd Financial Partners
Massachusetts
$681K +$77.9K +2,106 +13%
RSA
244
River Street Advisors
Illinois
$675K +$675K +18,269 New
HWA
245
Heartwood Wealth Advisors
Virginia
$675K +$675K +18,261 New
IWMA
246
Ironwood Wealth Management (Arizona)
Arizona
$675K +$584K +15,797 +644%
CPA
247
Capital Planning Advisors
California
$641K +$148K +4,007 +30%
LSAG
248
Lake Street Advisors Group
New Hampshire
$624K +$66.7K +1,805 +12%
CIAS
249
Capital Investment Advisory Services
North Carolina
$620K -$47.4K -1,282 -7%
RFG
250
Range Financial Group
Oregon
$614K -$74.3K -2,010 -11%
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