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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$952K 25,759 – –
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$937K 24,803 +12,591 +103%
NF
228
Nikulski Financial
Iowa
$929K 24,606 +648 +3%
AWA
229
Alta Wealth Advisors
Massachusetts
$924K 24,465 +3,808 +18%
CWM
230
Collaborative Wealth Management
Florida
$913K 24,164 -6,360 -21%
DADC
231
D.A. Davidson & Co
Montana
$910K 24,086 +24,086 New
FPWM
232
FSB Premier Wealth Management
Iowa
$905K 23,949 -892 -4%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$890K 23,572 +8,796 +60%
TFG
234
Tilson Financial Group
New Jersey
$877K 23,231 -719 -3%
BCM
235
Brookstone Capital Management
Illinois
$869K 23,197 +244 +1%
BFA
236
Brown Financial Advisory
Alabama
$859K 22,741 -4,445 -16%
SEI Investments
237
SEI Investments
Pennsylvania
$852K 22,569 +3,133 +16%
HVIA
238
Hudson Valley Investment Advisors
New York
$852K 22,546 +1,770 +9%
AIS
239
American Investment Services
Massachusetts
$851K 23,020 – –
SFP
240
Shepherd Financial Partners
Massachusetts
$850K 22,514 +4,094 +22%
SWM
241
Seaside Wealth Management
California
$835K 22,129 -484 -2%
MI
242
Moneywise Inc
Virginia
$824K 21,822 -86 -0.4%
CWM
243
Compass Wealth Management
Connecticut
$815K 21,570 +1,569 +8%
CAG
244
Csenge Advisory Group
Florida
$812K 21,503 +8,928 +71%
OGF
245
Orin Green Financial
California
$808K 21,393 -579 -3%
FMN
246
Financial Management Network
California
$783K 21,143 +510 +2%
CF
247
Corrigan Financial
Rhode Island
$760K 20,110 +183 +0.9%
AF
248
Aldebaran Financial
$759K 20,092 -723 -3%
UAS
249
United Asset Strategies
New York
$754K 19,974 -8,720 -30%
MWM
250
Modera Wealth Management
New Jersey
$749K 19,823 -386 -2%
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