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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$24.8M
3
GI
Gradient Investments
Minnesota
+$21.6M
4
Ameriprise
Ameriprise
Minnesota
+$9.34M
5
GVAG
Great Valley Advisor Group
Delaware
+$8.65M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$41.7M
3
State Street
State Street
Massachusetts
-$18.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$18M
5
AssetMark Inc
AssetMark Inc
California
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
Compass Financial Advisors
Indiana
$485K +$13K +381 +3%
WEG
252
World Equity Group
Illinois
$482K -$211K -6,208 -31%
FPW
253
Flagship Private Wealth
Massachusetts
$461K -$37.2K -1,093 -7%
AC
254
Apella Capital
Connecticut
$458K -$749 -22 -0.2%
CPA
255
Capital Planning Advisors
California
$454K +$73.3K +2,153 +19%
CA
256
CoreCap Advisors
Michigan
$452K +$2.66K +78 +0.6%
PFA
257
Professional Financial Advisors
Nebraska
$450K +$613 +18 +0.1%
JPMPWA
258
J.P. Morgan Private Wealth Advisors
California
$448K -$8.18K -240 -2%
Citadel Advisors
259
Citadel Advisors
Florida
$447K -$41.7M -1,223,285 -99%
PFG
260
PAX Financial Group
Texas
$441K +$8.24K +242 +2%
MLA
261
My Legacy Advisors
Oregon
$432K +$432K +12,413 New
MWC
262
MBM Wealth Consultants
Missouri
$429K +$67.7K +1,939 +19%
HHRDM
263
H&H Retirement Design & Management
Nevada
$422K -$141K -4,061 -25%
GC
264
Gilbert & Cook
Iowa
$418K -$30.6K -826 -7%
BCFS
265
Butensky & Cohen Financial Security
Florida
$417K +$33.7K +987 +9%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$415K -$356K -10,464 -46%
AWA
267
Alta Wealth Advisors
Massachusetts
$415K +$176K +5,182 +74%
CA
268
CGN Advisors
Kansas
$414K +$15.7K +461 +4%
AWA
269
Arkadios Wealth Advisors
Georgia
$412K – – –
EGA
270
E&G Advisors
Texas
$408K -$12K -351 -3%
NA
271
Nottingham Advisors
New York
$403K +$98.7K +2,900 +32%
AFAS
272
Acorn Financial Advisory Services
Virginia
$388K -$45.3K -1,332 -10%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$384K -$9.76K -287 -2%
LA
274
Latitude Advisors
Florida
$378K -$25K -734 -6%
HIC
275
Hartline Investment Corp
Illinois
$378K +$378K +11,094 New
9 10
11
12 13