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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$2.09M +$260K +6,251 +14%
CAM
252
Cresset Asset Management
Illinois
$2.03M -$7.43K -179 -0.4%
Citadel Advisors
253
Citadel Advisors
Florida
$2M +$1.04M +25,158 +109%
GSC
254
G&S Capital
Colorado
$2M +$47.8K +1,090 +2%
PTC
255
Private Trust Company
Ohio
$2M -$131K -3,157 -6%
LFAS
256
Level Four Advisory Services
Texas
$1.99M +$86.3K +2,077 +5%
SSW
257
Stone Summit Wealth
Florida
$1.98M +$73K +1,757 +4%
CNC
258
Citizens & Northern Corp
Pennsylvania
$1.97M +$1.97M +47,431 New
CWA
259
Clarus Wealth Advisors
Arizona
$1.97M +$80.4K +1,940 +4%
AFS
260
Annapolis Financial Services
Maryland
$1.96M +$2.16K +52 +0.1%
NC
261
NovaPoint Capital
Georgia
$1.92M -$40.8K -983 -2%
SC
262
Syon Capital
California
$1.88M +$64.4K +1,550 +4%
FEG
263
Fund Evaluation Group
Ohio
$1.87M +$108K +2,612 +6%
RCM
264
Raleigh Capital Management
North Carolina
$1.86M -$248K -5,972 -12%
SFP
265
Shepherd Financial Partners
Massachusetts
$1.86M +$171K +4,127 +10%
AWM
266
AE Wealth Management
Kansas
$1.84M -$541K -13,023 -23%
AWMG
267
Alliance Wealth Management Group
New Jersey
$1.81M -$156K -3,755 -8%
SFC
268
Strategic Financial Concepts
Texas
$1.81M +$1.76M +3,661,948 +3,487%
TDWM
269
Topel & Distasi Wealth Management
California
$1.8M – – –
WMG
270
WESCAP Management Group
California
$1.8M -$3.03K -73 -0.2%
DWM
271
Defined Wealth Management
Oregon
$1.79M -$3.7K -89 -0.2%
Franklin Resources
272
Franklin Resources
California
$1.76M – – –
EFS
273
Econ Financial Services
Pennsylvania
$1.75M -$8.93K -215 -0.5%
FA
274
FF Advisors
California
$1.75M – – –
KWM
275
Kingsview Wealth Management
Oregon
$1.74M -$95.3K -2,295 -5%
9 10
11
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