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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
226
Catalyst Private Wealth
California
$1.75M +$96.8K +2,493 +6%
IFPG
227
Intrepid Financial Planning Group
Indiana
$1.74M -$16K -412 -0.9%
CGA
228
Crescent Grove Advisors
Illinois
$1.74M +$35.3K +910 +2%
GSC
229
G&S Capital
Colorado
$1.73M -$246K -6,322 -12%
MF
230
Meridian Financial
Massachusetts
$1.72M +$597K +15,377 +53%
GSIS
231
Global Strategic Investment Solutions
Arizona
$1.72M +$1.98K +51 +0.1%
JWCA
232
J.W. Cole Advisors
Florida
$1.72M +$1.72M +44,211 New
WMG
233
WESCAP Management Group
California
$1.71M -$351K -9,033 -17%
DI
234
DDFG Inc
California
$1.71M +$40.8K +1,050 +2%
TFA
235
Transamerica Financial Advisors
Florida
$1.7M +$2.18K +56 +0.1%
TDWM
236
Topel & Distasi Wealth Management
California
$1.69M – – –
SWA
237
Stratos Wealth Advisors
Ohio
$1.68M +$127K +3,266 +8%
KAM
238
Knightsbridge Asset Management
California
$1.68M -$1.55M -39,798 -48%
NB
239
Northwest Bancshares
Pennsylvania
$1.65M +$1.65M +42,547 New
PP
240
Pegasus Partners
Wisconsin
$1.65M +$457K +11,779 +39%
ECG
241
Edge Capital Group
Georgia
$1.64M +$1.64M +42,305 New
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$1.63M +$1.34M +34,439 +454%
FEG
243
Fund Evaluation Group
Ohio
$1.62M +$1.62M +41,823 New
CPIG
244
Chicago Partners Investment Group
Illinois
$1.61M -$241K -5,947 -13%
SB
245
Strategic Blueprint
Georgia
$1.59M -$13.7K -352 -0.9%
DWM
246
Defined Wealth Management
Oregon
$1.57M +$1.57M +40,399 New
LCM
247
Lunt Capital Management
Utah
$1.53M +$1.53M +39,329 New
CWP
248
Cyndeo Wealth Partners
Florida
$1.52M +$1.52M +39,016 New
IGWM
249
ICA Group Wealth Management
Colorado
$1.5M +$1.1M +28,395 +277%
PRS
250
Pinkerton Retirement Specialists
Idaho
$1.49M +$1.49M +38,352 New
8 9
10
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