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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
251
Global Strategic Investment Solutions
Arizona
$1.64M +$554 +15 +0%
WMG
252
WESCAP Management Group
California
$1.62M -$8.75K -237 -0.5%
TDWM
253
Topel & Distasi Wealth Management
California
$1.6M – – –
KAM
254
Knightsbridge Asset Management
California
$1.6M +$3.03K +82 +0.2%
AWC
255
Adamsbrown Wealth Consultants
Kansas
$1.58M -$7.26M -196,733 -82%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$1.57M +$19.5K +529 +1%
ACP
257
Aveo Capital Partners
Colorado
$1.56M +$667K +18,073 +74%
DI
258
DDFG Inc
California
$1.56M -$58.7K -1,591 -4%
CW
259
CreativeOne Wealth
Kansas
$1.56M -$1.07M -28,879 -41%
NB
260
Northwest Bancshares
Pennsylvania
$1.55M -$21.8K -591 -1%
IGWM
261
ICA Group Wealth Management
Colorado
$1.54M +$117K +3,183 +8%
FEG
262
Fund Evaluation Group
Ohio
$1.53M -$9.6K -260 -0.6%
PRS
263
Pinkerton Retirement Specialists
Idaho
$1.52M +$105K +2,833 +7%
Two Sigma Investments
264
Two Sigma Investments
New York
$1.52M +$1.52M +41,082 New
DWM
265
Defined Wealth Management
Oregon
$1.5M +$8.3K +225 +0.6%
CWP
266
Cyndeo Wealth Partners
Florida
$1.5M +$56.2K +1,524 +4%
WCM
267
Wealthcare Capital Management
Virginia
$1.49M +$84.5K +2,291 +6%
ECG
268
Edge Capital Group
Georgia
$1.48M -$80.3K -2,176 -5%
AWA
269
Amplius Wealth Advisors
Pennsylvania
$1.46M -$26.6M -719,670 -95%
CPIG
270
Chicago Partners Investment Group
Illinois
$1.45M +$69.2K +1,990 +5%
IFPG
271
Intrepid Financial Planning Group
Indiana
$1.43M -$229K -6,208 -14%
FFA
272
Farther Finance Advisors
California
$1.42M +$89.3K +2,419 +7%
AFG
273
Arkansas Financial Group
Arkansas
$1.4M +$406K +11,014 +41%
SIC
274
Shoker Investment Counsel
Ohio
$1.4M +$1.73K +47 +0.1%
OPS
275
Orion Portfolio Solutions
Nebraska
$1.39M -$630K -17,069 -31%
9 10
11
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