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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$3.46M +$2.17M +48,387 +169%
WAM
227
WNY Asset Management
New York
$3.45M +$6.87K +153 +0.2%
Focus Partners Wealth
228
Focus Partners Wealth
Massachusetts
$3.43M +$132K +2,941 +4%
HI
229
Harbour Investments
Wisconsin
$3.29M -$274K -6,108 -8%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$3.28M -$5.82M -129,520 -64%
MHS
231
M Holdings Securities
Oregon
$3.27M +$4.76K +106 +0.1%
RCM
232
RMR Capital Management
California
$3.27M +$44.7K +994 +1%
LS
233
Liquid Strategies
Georgia
$3.24M -$5.78M -128,724 -64%
KAM
234
Kensington Asset Management
Texas
$3.24M -$4.79M -106,738 -60%
SFA
235
Sequoia Financial Advisors
Ohio
$3.23M -$66.5K -1,481 -2%
LSWP
236
Liberty Square Wealth Partners
Pennsylvania
$3.19M +$3.19M +69,770 New
NYLIM
237
New York Life Investment Management
New York
$3.18M +$465K +10,359 +17%
AWM
238
AE Wealth Management
Kansas
$3.18M +$1.29M +28,712 +68%
LSL
239
Legacy Solutions LLC
Pennsylvania
$3.18M +$3.18M +70,718 New
BCG
240
Breakwater Capital Group
New Jersey
$3.17M -$193K -4,290 -6%
SWM
241
SilverOak Wealth Management
Minnesota
$3.16M +$9.07K +202 +0.3%
AFP
242
Ausdal Financial Partners
Iowa
$3.16M +$169K +3,764 +6%
NC
243
Napatree Capital
Rhode Island
$3.15M +$131K +2,912 +4%
WAS
244
Wealth Advisory Solutions
Indiana
$3.13M +$280K +6,229 +10%
GF
245
Goodman Financial
Texas
$3.07M -$292K -6,495 -9%
DAS
246
Diversify Advisory Services
Utah
$3.06M -$1.01M -22,972 -25%
NFC
247
Northeast Financial Consultants
Connecticut
$3.05M +$192K +4,281 +7%
W
248
Wealthquest
Ohio
$3.02M -$161K -3,583 -5%
Sumitomo Mitsui Trust Group
249
Sumitomo Mitsui Trust Group
Japan
$3.01M +$3.01M +67,100 New
CL
250
CVFG LLC
Indiana
$2.99M +$2.99M +66,512 New
8 9
10
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