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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Wealthcare Capital Management
Virginia
$1.48M +$98K +2,522 +7%
SIC
252
Shoker Investment Counsel
Ohio
$1.48M +$1.48M +37,996 New
UWM
253
USAdvisors Wealth Management
Minnesota
$1.47M +$62.4K +1,596 +4%
BW
254
BIP Wealth
Georgia
$1.45M +$103K +2,643 +8%
CAGAS
255
Capital Advisory Group Advisory Services
Minnesota
$1.44M +$20.3K +522 +1%
SWA
256
Sightline Wealth Advisors
Connecticut
$1.43M +$58.8K +1,557 +4%
SC
257
Savant Capital
Illinois
$1.42M +$4.93K +127 +0.3%
FFA
258
Farther Finance Advisors
California
$1.4M +$1.4M +35,950 +19,432%
SFS
259
Sowell Financial Services
Arkansas
$1.4M +$144K +3,719 +11%
OGF
260
Orin Green Financial
California
$1.4M +$571K +14,695 +69%
GEA
261
Glen Eagle Advisors
New Jersey
$1.4M +$962K +24,720 +220%
IF
262
Integrity Financial
Wyoming
$1.4M +$1.4M +36,026 New
VAS
263
Valicenti Advisory Services
New York
$1.37M +$124K +3,199 +10%
EIA
264
Eldridge Investment Advisors
New Hampshire
$1.37M +$1.37M +35,182 New
CFG
265
Cooper Financial Group
California
$1.34M +$12.6K +325 +1%
CG
266
Colony Group
Massachusetts
$1.31M +$53.3K +1,372 +4%
CA
267
Claro Advisors
Massachusetts
$1.31M +$164K +4,226 +14%
AG
268
Ascent Group
Virginia
$1.31M -$660K -16,402 -33%
TWM
269
Trinity Wealth Management
Pennsylvania
$1.29M +$123K +3,168 +11%
SSW
270
Stone Summit Wealth
Florida
$1.29M +$98.3K +2,530 +8%
CA
271
CSM Advisors
Pennsylvania
$1.29M +$256K +6,598 +25%
NRA
272
NSI Retail Advisors
Pennsylvania
$1.27M +$252K +6,500 +25%
Citadel Advisors
273
Citadel Advisors
Florida
$1.26M -$2.5M -64,442 -67%
CIS
274
Continental Investors Services
Washington
$1.24M +$642K +16,084 +108%
KWM
275
Kingsview Wealth Management
Oregon
$1.23M +$63.6K +1,637 +5%
9 10
11
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