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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$2.98M +$159K +3,542 +6%
LSAG
252
Lake Street Advisors Group
New Hampshire
$2.97M -$2.07M -46,103 -41%
CPIG
253
Chicago Partners Investment Group
Illinois
$2.94M +$107K +2,372 +4%
MWS
254
MFA Wealth Services
California
$2.93M +$2.93M +65,326 New
DI
255
Disciplined Investors
Texas
$2.92M +$2.92M +65,905 New
DI
256
DDFG Inc
California
$2.92M +$157K +3,485 +6%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$2.91M +$445K +9,902 +18%
BWM
258
BCGM Wealth Management
Indiana
$2.9M -$2.97K -66 -0.1%
CWP
259
CFM Wealth Partners
Texas
$2.87M +$27.6K +615 +1%
TFA
260
Transamerica Financial Advisors
Florida
$2.84M +$46.5K +1,034 +2%
BWS
261
Broadway Wealth Solutions
Texas
$2.84M +$2.84M +63,122 New
WWA
262
WCG Wealth Advisors
Nevada
$2.83M -$342K -7,609 -11%
SFS
263
Sowell Financial Services
Arkansas
$2.8M +$348K +7,742 +14%
MF
264
Meridian Financial
Massachusetts
$2.78M +$25.4K +566 +0.9%
AWM
265
Axxcess Wealth Management
California
$2.74M -$320K -7,134 -10%
CW
266
CreativeOne Wealth
Kansas
$2.71M -$741K -16,502 -21%
SW
267
SkyOak Wealth
Michigan
$2.69M -$53K -1,180 -2%
DFA
268
DHK Financial Advisors
New Hampshire
$2.69M +$16.6K +369 +0.6%
Deutsche Bank
269
Deutsche Bank
Germany
$2.69M -$153K -3,398 -5%
SAM
270
Sherman Asset Management
California
$2.68M +$2.68M +59,602 New
SIM
271
Synergy Investment Management
Florida
$2.65M +$2.65M +58,938 New
BRWA
272
B. Riley Wealth Advisors
Florida
$2.63M +$319K +7,103 +14%
LPT
273
Legacy Private Trust
Wisconsin
$2.62M +$6.96K +155 +0.3%
CWM
274
Compass Wealth Management
Connecticut
$2.62M -$406K -9,042 -13%
Lido Advisors
275
Lido Advisors
California
$2.62M +$1.22M +27,138 +87%
9 10
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