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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
226
Goodman Financial
Texas
$2.67M -$32.2K -764 -1%
WAM
227
WNY Asset Management
New York
$2.66M -$435K -10,312 -14%
EIA
228
Eldridge Investment Advisors
New Hampshire
$2.65M +$2.07M +49,052 +355%
NC
229
NovaPoint Capital
Georgia
$2.61M +$37.8K +897 +1%
PIA
230
Perennial Investment Advisors
California
$2.61M -$207K -4,906 -7%
CRI
231
Colonial River Investments
Virginia
$2.56M -$193K -4,586 -7%
SFMG
232
Sage Financial Management Group
Virginia
$2.53M +$198K +4,699 +8%
TCM
233
Towercrest Capital Management
Pennsylvania
$2.5M +$136K +3,219 +6%
IA
234
IFG Advisors
Missouri
$2.49M -$166K -3,932 -6%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$2.49M -$365K -8,648 -13%
MWM
236
Modern Wealth Management
Kansas
$2.48M +$2.48M +58,738 New
EFL
237
ERn Financial LLC
Wisconsin
$2.45M -$5.39K -134 -0.2%
CF
238
Centaurus Financial
California
$2.45M +$2.1M +49,858 +606%
SW
239
SkyOak Wealth
Michigan
$2.44M +$131K +3,105 +6%
SAM
240
Securian Asset Management
Minnesota
$2.44M – – –
FFA
241
Founders Financial Alliance
North Carolina
$2.42M -$438K -10,381 -15%
GWSG
242
GPS Wealth Strategies Group
Colorado
$2.4M -$2.29M -54,181 -49%
NP
243
NorthRock Partners
Minnesota
$2.39M +$911K +21,609 +62%
LPT
244
Legacy Private Trust
Wisconsin
$2.37M -$178K -4,221 -7%
MA
245
MJP Associates
Connecticut
$2.37M -$945K -22,409 -29%
KAM
246
Knightsbridge Asset Management
California
$2.33M +$508K +12,034 +28%
SFS
247
Sowell Financial Services
Arkansas
$2.32M +$394K +9,343 +20%
RCM
248
RMR Capital Management
California
$2.32M +$2.32M +54,941 New
TCA
249
Transcend Capital Advisors
New Jersey
$2.27M -$260K -6,157 -10%
CWA
250
Clarus Wealth Advisors
Arizona
$2.26M +$2.26M +56,249 New
8 9
10
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