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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$610K +$5.29K +143 +0.9%
SS
252
Simplicity Solutions
Minnesota
$598K -$546K -14,762 -48%
CIAS
253
CFS Investment Advisory Services
New Jersey
$595K -$20.9M -563,740 -97%
DI
254
DFPG Investments
Utah
$591K +$591K +15,221 New
TA
255
TKG Advisors
Indiana
$590K +$52.9K +1,431 +10%
WMR
256
Wealth Management Resources
Rhode Island
$589K +$2.33K +63 +0.4%
ACP
257
Aveo Capital Partners
Colorado
$579K -$370K -10,017 -39%
CWM
258
Cedar Wealth Management
California
$572K -$173K -4,674 -23%
CWMGP
259
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$563K -$81.6K -2,208 -13%
CIS
260
Continental Investors Services
Washington
$559K +$924 +25 +0.2%
FMI
261
Fiduciary Management Inc
Wisconsin
$556K +$556K +15,045 New
SPA
262
Sentinel Pension Advisors
Massachusetts
$554K +$1.7K +46 +0.3%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$546K +$150K +4,061 +38%
FWM
264
Fingerlakes Wealth Management
New York
$545K -$2.96K -80 -0.5%
NFP
265
Narus Financial Partners
Utah
$532K -$16.6K -448 -3%
CA
266
CoreCap Advisors
Michigan
$528K +$38K +1,029 +8%
CFA
267
Compass Financial Advisors
Indiana
$518K -$8.36K -226 -2%
MWC
268
MBM Wealth Consultants
Missouri
$510K +$54.1K +1,458 +12%
RCM
269
Raleigh Capital Management
North Carolina
$498K -$469K -12,690 -48%
WEG
270
World Equity Group
Illinois
$496K -$27.2K -735 -5%
HHRDM
271
H&H Retirement Design & Management
Nevada
$491K +$10.5K +265 +2%
FPW
272
Flagship Private Wealth
Massachusetts
$484K -$17K -459 -3%
NA
273
Nottingham Advisors
New York
$483K +$44.8K +1,212 +10%
PFG
274
PAX Financial Group
Texas
$482K +$3.33K +90 +0.7%
BCFS
275
Butensky & Cohen Financial Security
Florida
$480K +$27.8K +752 +6%
9 10
11
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