SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
251
Legacy Private Trust
Wisconsin
$2.65M -$102K -2,247 -4%
ACA
252
Affinity Capital Advisors
California
$2.65M -$22.1K -485 -0.8%
VWM
253
Venturi Wealth Management
Texas
$2.64M -$675K -14,841 -20%
BIP
254
Blueprint Investment Partners
North Carolina
$2.64M -$374K -8,227 -12%
PSFG
255
Prairie Sky Financial Group
Illinois
$2.62M -$19.5K -428 -0.7%
JIP
256
Jaffetilchin Investment Partners
Florida
$2.6M +$2.6M +57,103 New
KAM
257
Knightsbridge Asset Management
California
$2.56M +$25.7K +565 +1%
KWM
258
Kingsview Wealth Management
Oregon
$2.53M +$628K +13,791 +33%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$2.5M -$236K -5,180 -9%
SFS
260
Sowell Financial Services
Arkansas
$2.49M +$11.9K +262 +0.5%
CAM
261
Cresset Asset Management
Illinois
$2.48M +$265K +5,813 +12%
TCM
262
Towercrest Capital Management
Pennsylvania
$2.48M +$116K +2,555 +5%
NA
263
Nottingham Advisors
New York
$2.45M +$891K +19,580 +57%
TA
264
TFG Advisers
Michigan
$2.44M +$51.4K +1,129 +2%
TCA
265
Transcend Capital Advisors
New Jersey
$2.43M -$63.2K -1,388 -3%
IA
266
IFG Advisors
Missouri
$2.41M -$201K -4,417 -8%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$2.36M +$2.36M +51,926 New
NP
268
NorthRock Partners
Minnesota
$2.36M -$32.9K -722 -1%
SSW
269
Stone Summit Wealth
Florida
$2.33M +$156K +3,417 +7%
BRWA
270
B. Riley Wealth Advisors
Florida
$2.3M +$620K +13,869 +37%
SWA
271
Stratos Wealth Advisors
Ohio
$2.3M +$396K +8,701 +21%
Jane Street
272
Jane Street
New York
$2.25M +$2.25M +49,529 New
PTC
273
Private Trust Company
Ohio
$2.24M +$55.9K +1,228 +3%
LFAS
274
Level Four Advisory Services
Texas
$2.22M +$104K +2,335 +5%
William Blair & Company
275
William Blair & Company
Illinois
$2.18M +$813K +17,863 +59%
9 10
11
12 13