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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
Compass Financial Advisors
Indiana
$523K +$14.7K +349 +3%
GC
252
Gilbert & Cook
Iowa
$521K +$126 +3 +0%
JPMPWA
253
J.P. Morgan Private Wealth Advisors
California
$511K +$2.14K +51 +0.4%
SW
254
Simplicity Wealth
New Jersey
$510K -$210K -4,998 -29%
CAAS
255
Capital Asset Advisory Services
Michigan
$503K -$39.8K -947 -7%
CA
256
CGN Advisors
Kansas
$472K +$16.5K +392 +4%
CPA
257
Capital Planning Advisors
California
$472K +$472K +11,211 New
RTS
258
Round Table Services
New Jersey
$464K -$147K -3,491 -24%
BWM
259
BCS Wealth Management
Tennessee
$458K – – –
SFG
260
SNS Financial Group
Minnesota
$448K – – –
CP
261
Castleview Partners
Texas
$444K -$5.71M -136,055 -93%
SL
262
SWMG LLC
Texas
$440K +$27.9K +664 +7%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$436K -$395K -9,399 -48%
MSAM
264
Moloney Securities Asset Management
Missouri
$436K -$16.7K -398 -4%
MWM
265
MBE Wealth Management
Wisconsin
$432K +$5.3K +126 +1%
VDBMI
266
Van Den Berg Management I
Texas
$429K -$131K -3,103 -23%
NCM
267
Noesis Capital Mangement
Florida
$421K -$13.3K -315 -3%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$420K +$15.9K +379 +4%
MWC
269
MBM Wealth Consultants
Missouri
$419K +$419K +9,955 New
CCFCSB
270
Cape Cod Five Cents Savings Bank
Massachusetts
$412K +$412K +9,792 New
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$404K +$156K +3,709 +63%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$399K +$17.7K +420 +5%
TPCW
273
TD Private Client Wealth
New York
$397K -$45.8K -1,089 -10%
SEA
274
Stegent Equity Advisors
Texas
$387K -$8.04K -191 -2%
AAS
275
Avantax Advisory Services
Texas
$386K +$7.9K +188 +2%
9 10
11
12 13