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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
251
Compass Wealth Management
Connecticut
$2.16M 50,116 +11,772 +31%
SWM
252
SigFig Wealth Management
California
$2.15M 49,958 -18,024 -27%
BIP
253
Blueprint Investment Partners
North Carolina
$2.14M 49,648 +6,249 +14%
AFG
254
Arkansas Financial Group
Arkansas
$2.12M 49,328 +2,295 +5%
IGWM
255
ICA Group Wealth Management
Colorado
$2.12M 49,313 -3,565 -7%
CAM
256
Cresset Asset Management
Illinois
$2.11M 48,948 +4,271 +10%
AWMG
257
Alliance Wealth Management Group
New Jersey
$2.04M 47,362 -3,481 -7%
NC
258
NovaPoint Capital
Georgia
$2.04M 47,304 -14,577 -24%
AFS
259
Annapolis Financial Services
Maryland
$2.03M 47,147 +35 +0.1%
FEG
260
Financial Enhancement Group
Indiana
$2.01M 49,494 +1,049 +2%
SSW
261
Stone Summit Wealth
Florida
$1.98M 46,029 +4,196 +10%
LFAS
262
Level Four Advisory Services
Texas
$1.93M 45,766 – –
GSC
263
G&S Capital
Colorado
$1.92M 44,520 -3,500 -7%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$1.91M 44,270 +21,205 +92%
KWM
265
Kingsview Wealth Management
Oregon
$1.9M 44,127 +8,835 +25%
Focus Partners Wealth
266
Focus Partners Wealth
Massachusetts
$1.89M 44,009 +7,681 +21%
SC
267
Syon Capital
California
$1.88M 43,765 -42,791 -49%
CWA
268
Clarus Wealth Advisors
Arizona
$1.87M 45,576 -10,673 -19%
WMG
269
WESCAP Management Group
California
$1.87M 43,421 -371 -0.8%
TDWM
270
Topel & Distasi Wealth Management
California
$1.87M 43,394 – –
PBF
271
Petix & Botte Financial
California
$1.87M 43,394 +43,394 New
DWM
272
Defined Wealth Management
Oregon
$1.86M 43,308 +2,481 +6%
GWSG
273
GPS Wealth Strategies Group
Colorado
$1.85M 42,933 -14,048 -25%
KBFS
274
Kohmann Bosshard Financial Services
Ohio
$1.83M 42,565 -1,184 -3%
FEG
275
Fund Evaluation Group
Ohio
$1.83M 42,497 +194 +0.5%
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