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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
251
ICA Group Wealth Management
Colorado
$2.23M +$466K +11,036 +26%
NC
252
Napatree Capital
Rhode Island
$2.22M +$2.22M +52,677 New
BCI
253
Brinker Capital Investments
Pennsylvania
$2.22M +$666K +16,106 +43%
OPS
254
Orion Portfolio Solutions
Nebraska
$2.22M +$666K +16,106 +43%
RCM
255
Raleigh Capital Management
North Carolina
$2.22M -$286K -6,774 -11%
MF
256
Meridian Financial
Massachusetts
$2.2M +$222K +5,269 +11%
AWM
257
Axxcess Wealth Management
California
$2.19M -$466K -11,038 -18%
TA
258
TFG Advisers
Michigan
$2.19M -$11.1K -262 -0.5%
AWMG
259
Alliance Wealth Management Group
New Jersey
$2.14M +$2.14M +50,843 New
CWP
260
CFM Wealth Partners
Texas
$2.13M +$4.47K +106 +0.2%
PTC
261
Private Trust Company
Ohio
$2.06M +$113K +2,679 +6%
GSC
262
G&S Capital
Colorado
$2.03M +$30.4K +721 +2%
AFS
263
Annapolis Financial Services
Maryland
$1.99M +$3.08K +73 +0.2%
AFG
264
Arkansas Financial Group
Arkansas
$1.98M +$378K +8,966 +24%
JWCA
265
J.W. Cole Advisors
Florida
$1.97M +$65.3K +1,547 +3%
PWM
266
Penobscot Wealth Management
Maine
$1.95M +$24.7K +586 +1%
FEG
267
Financial Enhancement Group
Indiana
$1.93M +$1.93M +48,445 New
LFAS
268
Level Four Advisory Services
Texas
$1.93M -$185K -4,383 -9%
SFC
269
Strategic Financial Concepts
Texas
$1.92M +$638K +15,125 +50%
IA
270
IFP Advisors
Florida
$1.92M -$1.85M -43,949 -49%
CPIG
271
Chicago Partners Investment Group
Illinois
$1.9M +$192K +4,696 +11%
CAM
272
Cresset Asset Management
Illinois
$1.88M -$1.74M -41,202 -48%
WMG
273
WESCAP Management Group
California
$1.85M – – –
KBFS
274
Kohmann Bosshard Financial Services
Ohio
$1.85M -$136K -3,221 -7%
Comerica Bank
275
Comerica Bank
Texas
$1.83M -$704K -16,682 -28%
9 10
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