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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BTWM
251
Baker Tilly Wealth Management
Wisconsin
$729K 19,304 +19,304 New
CI
252
CX Institutional
Indiana
$729K 19,302 -25,271 -57%
BC
253
Brio Consultants
California
$715K 18,919 -326 -2%
SF
254
Safeguard Financial
Wisconsin
$710K 18,794 +18,794 New
PFA
255
Professional Financial Advisors
Nebraska
$708K 16,830 +4,734 +39%
RSA
256
River Street Advisors
Illinois
$692K 18,315 +46 +0.3%
OWA
257
Outlook Wealth Advisors
Texas
$692K 18,314 -20,697 -53%
RFG
258
Range Financial Group
Oregon
$690K 18,273 +1,664 +10%
MFA
259
McClarren Financial Advisors
Pennsylvania
$689K 18,670 -369 -2%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$686K 18,154 +18,154 New
MWC
261
MBM Wealth Consultants
Missouri
$684K 13,750 – –
QWM
262
QP Wealth Management
New Jersey
$672K 17,801 +6,867 +63%
KFS
263
Kelly Financial Services
Massachusetts
$669K 17,700 +14,176 +402%
TA
264
TKG Advisors
Indiana
$647K 17,120 +1,160 +7%
LSAG
265
Lake Street Advisors Group
New Hampshire
$640K 16,939 +63 +0.4%
HF
266
HRT Financial
New York
$637K 16,885 +16,885 New
AFG
267
Arkansas Financial Group
Arkansas
$636K 16,826 +7,691 +84%
CA
268
Continuum Advisory
Idaho
$635K 16,810 -9,984 -37%
DI
269
DFPG Investments
Utah
$627K 16,609 +1,388 +9%
WMR
270
Wealth Management Resources
Rhode Island
$603K 15,956 +12 +0.1%
IWMA
271
Ironwood Wealth Management (Arizona)
Arizona
$602K 15,949 -2,302 -13%
CWM
272
Cedar Wealth Management
California
$589K 15,600 +122 +0.8%
APW
273
Austin Private Wealth
Texas
$588K 15,563 +8,977 +136%
CIAS
274
Capital Investment Advisory Services
North Carolina
$585K 15,499 -1,264 -8%
CFA
275
Compass Financial Advisors
Indiana
$567K 15,017 +1,017 +7%
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