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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$2.56M 59,429 +52,164 +718%
SAM
227
Securian Asset Management
Minnesota
$2.55M 59,294 +1,550 +3%
DFA
228
DHK Financial Advisors
New Hampshire
$2.55M 59,259 +59,259 New
SW
229
SkyOak Wealth
Michigan
$2.54M 59,049 +1,241 +2%
PSFG
230
Prairie Sky Financial Group
Illinois
$2.51M 58,432 -12,797 -18%
IA
231
IFG Advisors
Missouri
$2.5M 57,993 -976 -2%
GWP
232
Gateway Wealth Partners
Wisconsin
$2.5M 57,972 -11,557 -17%
AWM
233
Axxcess Wealth Management
California
$2.49M 57,948 +5,931 +11%
CW
234
CreativeOne Wealth
Kansas
$2.49M 57,815 +21,070 +57%
TIM
235
Tortoise Investment Management
New York
$2.48M 57,637 +16,630 +41%
LPT
236
Legacy Private Trust
Wisconsin
$2.47M 57,454 +1,149 +2%
AWM
237
AE Wealth Management
Kansas
$2.47M 57,445 -758,494 -93%
MF
238
Meridian Financial
Massachusetts
$2.46M 57,265 +5,213 +10%
MWM
239
Modern Wealth Management
Kansas
$2.43M 56,462 -2,276 -4%
TCM
240
Towercrest Capital Management
Pennsylvania
$2.39M 55,563 -3,718 -6%
NP
241
NorthRock Partners
Minnesota
$2.39M 55,541 -1,106 -2%
TCA
242
Transcend Capital Advisors
New Jersey
$2.38M 55,227 +1,401 +3%
SFS
243
Sowell Financial Services
Arkansas
$2.37M 55,065 +102 +0.2%
KAM
244
Knightsbridge Asset Management
California
$2.33M 55,291 – –
CPIG
245
Chicago Partners Investment Group
Illinois
$2.3M 55,692 +9,157 +20%
NC
246
Napatree Capital
Rhode Island
$2.27M 55,769 +3,092 +6%
TA
247
TFG Advisers
Michigan
$2.26M 52,512 +692 +1%
PTC
248
Private Trust Company
Ohio
$2.2M 51,224 +2,459 +5%
RCM
249
Raleigh Capital Management
North Carolina
$2.19M 50,864 -1,692 -3%
CWP
250
CFM Wealth Partners
Texas
$2.19M 50,769 +188 +0.4%
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