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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
226
Wealth Advisory Solutions
Indiana
$2.14M +$57.2K +1,551 +3%
KBC
227
Key Bridge Compliance
$2.14M +$2.14M +58,000 New
SAM
228
Securian Asset Management
Minnesota
$2.13M +$44.6K +1,210 +2%
Franklin Resources
229
Franklin Resources
California
$2.12M +$1.37M +37,073 +183%
TCM
230
Towercrest Capital Management
Pennsylvania
$2.07M -$81.6K -2,211 -4%
CGFA
231
Colton Groome Financial Advisors
North Carolina
$2.06M +$208K +5,626 +11%
SFMG
232
Sage Financial Management Group
Virginia
$2.04M +$132K +3,585 +7%
SW
233
SkyOak Wealth
Michigan
$2.02M +$47.6K +1,290 +2%
TA
234
TFG Advisers
Michigan
$1.92M +$5.35K +145 +0.3%
CWP
235
CFM Wealth Partners
Texas
$1.86M +$115K +3,103 +7%
LFAS
236
Level Four Advisory Services
Texas
$1.85M +$53.4K +1,448 +3%
LIA
237
LBMC Investment Advisors
Tennessee
$1.83M – – –
AI
238
Atria Investments
North Carolina
$1.81M +$1.81M +48,993 New
GSC
239
G&S Capital
Colorado
$1.75M +$97.5K +2,641 +6%
AFS
240
Annapolis Financial Services
Maryland
$1.74M +$11.4K +310 +0.7%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$1.73M +$738 +20 +0%
MF
242
Meridian Financial
Massachusetts
$1.73M +$87.6K +2,374 +5%
PTC
243
Private Trust Company
Ohio
$1.7M -$55.1K -1,492 -3%
PWM
244
Penobscot Wealth Management
Maine
$1.68M +$4.17K +113 +0.2%
SFS
245
Sowell Financial Services
Arkansas
$1.68M +$350K +9,495 +26%
SC
246
Syon Capital
California
$1.68M +$1.68M +45,455 New
CGA
247
Crescent Grove Advisors
Illinois
$1.67M +$25.1K +679 +2%
JWCA
248
J.W. Cole Advisors
Florida
$1.67M +$35.1K +952 +2%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$1.65M +$628K +17,014 +61%
SWA
250
Stratos Wealth Advisors
Ohio
$1.65M +$51.1K +1,384 +3%
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10
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