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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$56.8M
2
MFG
Merit Financial Group
Georgia
+$45.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$43.4M
4
LPL Financial
LPL Financial
California
+$26.9M
5
State Street
State Street
Massachusetts
+$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$46.5M
2
GC
Grimes & Company
Massachusetts
-$29.9M
3
CWM
Congress Wealth Management
Massachusetts
-$21.1M
4
FWM
Frontier Wealth Management
Missouri
-$14.3M
5
TI
Tidal Investments
Wisconsin
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
CoreCap Advisors
Michigan
$474K +$15K +418 +3%
MF
252
Meridian Financial
Massachusetts
$465K +$465K +12,916 New
NL
253
Navalign LLC
California
$464K +$464K +12,909 New
CAAS
254
Capital Asset Advisory Services
Michigan
$460K +$29.5K +820 +7%
AFAS
255
Acorn Financial Advisory Services
Virginia
$458K -$13K -363 -3%
PFG
256
PAX Financial Group
Texas
$457K +$6.9K +192 +2%
EGA
257
E&G Advisors
Texas
$444K -$7.92K -220 -2%
GC
258
Gilbert & Cook
Iowa
$436K -$10.4K -288 -2%
AWA
259
Arkadios Wealth Advisors
Georgia
$435K -$69.5K -1,935 -14%
LA
260
Latitude Advisors
Florida
$426K -$845K -23,451 -66%
CA
261
CGN Advisors
Kansas
$421K +$17.4K +485 +4%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$416K +$75.2K +2,091 +22%
BCFS
263
Butensky & Cohen Financial Security
Florida
$405K +$405K +11,243 New
CPA
264
Capital Planning Advisors
California
$402K -$1.08K -30 -0.3%
RTS
265
Round Table Services
New Jersey
$397K – – –
BWM
266
BCS Wealth Management
Tennessee
$392K – – –
VDBMI
267
Van Den Berg Management I
Texas
$384K +$16.9K +468 +5%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$383K +$9.51K +264 +3%
MWC
269
MBM Wealth Consultants
Missouri
$373K +$14.3K +398 +4%
NCM
270
Noesis Capital Mangement
Florida
$360K – – –
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$359K +$7.82K +214 +2%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$358K -$1.37K -38 -0.4%
SFG
273
SNS Financial Group
Minnesota
$352K -$31.1K -864 -8%
RFN
274
Redwood Financial Network
Ohio
$351K +$27.2K +755 +8%
MWM
275
MBE Wealth Management
Wisconsin
$347K -$22.6K -627 -6%
9 10
11
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