SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$3.15M +$361K +7,925 +13%
AWM
227
Axxcess Wealth Management
California
$3.1M -$449K -9,864 -13%
GWP
228
Gateway Wealth Partners
Wisconsin
$3.1M -$79.1K -1,738 -2%
CWM
229
Compass Wealth Management
Connecticut
$3.07M +$461K +10,128 +18%
NC
230
Napatree Capital
Rhode Island
$3.06M +$280K +6,149 +10%
AFP
231
Ausdal Financial Partners
Iowa
$3.03M -$227K -4,985 -7%
PWP
232
Precedent Wealth Partners
Texas
$3.01M +$1.54M +33,913 +105%
BWM
233
BCGM Wealth Management
Indiana
$2.94M -$60.8K -1,336 -2%
BCM
234
Beck Capital Management
Texas
$2.93M +$2.93M +64,475 New
NFC
235
Northeast Financial Consultants
Connecticut
$2.9M – – –
WAS
236
Wealth Advisory Solutions
Indiana
$2.89M +$110K +2,420 +4%
CWP
237
CFM Wealth Partners
Texas
$2.88M +$150K +3,299 +5%
Deutsche Bank
238
Deutsche Bank
Germany
$2.88M -$106K -2,325 -4%
FFA
239
Farther Finance Advisors
California
$2.86M +$1.13M +24,856 +66%
PWG
240
Portside Wealth Group
Utah
$2.84M +$255K +5,609 +10%
TFA
241
Transamerica Financial Advisors
Florida
$2.83M -$848K -18,634 -23%
CPIG
242
Chicago Partners Investment Group
Illinois
$2.81M +$127K +2,846 +5%
DI
243
DDFG Inc
California
$2.8M +$1.43M +31,356 +104%
MF
244
Meridian Financial
Massachusetts
$2.79M +$74.1K +1,628 +3%
SW
245
SkyOak Wealth
Michigan
$2.78M +$115K +2,526 +4%
EWA
246
EP Wealth Advisors
California
$2.78M +$1.07M +23,465 +62%
KNFPWM
247
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.77M -$182K -4,003 -6%
NYLIM
248
New York Life Investment Management
New York
$2.75M +$1.6M +35,048 +138%
DFA
249
DHK Financial Advisors
New Hampshire
$2.71M +$11.8K +259 +0.4%
SAM
250
Securian Asset Management
Minnesota
$2.7M – – –
8 9
10
11 12