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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEA
276
Stegent Equity Advisors
Texas
$334K +$3.52K +98 +1%
AAS
277
Avantax Advisory Services
Texas
$331K +$898 +25 +0.3%
FCI
278
Financial Counselors Inc
Kansas
$328K +$4.03K +112 +1%
UFA
279
US Financial Advisors
Massachusetts
$324K +$5.65K +157 +2%
Thrivent Financial for Lutherans
280
Thrivent Financial for Lutherans
Minnesota
$324K +$112K +3,127 +53%
Stifel Financial
281
Stifel Financial
Missouri
$323K +$43.9K +1,220 +16%
NA
282
Nottingham Advisors
New York
$322K +$76.3K +2,120 +31%
FAIM
283
Financial Advocates Investment Management
Washington
$321K -$276K -7,667 -46%
FIM
284
Fernwood Investment Management
Massachusetts
$320K – – –
PCS
285
Personal CFO Solutions
New Jersey
$320K +$59.3K +1,649 +23%
VC
286
Vicus Capital
Pennsylvania
$317K +$60.8K +1,691 +24%
HWM
287
Horizon Wealth Management
Illinois
$316K – – –
RPCONE
288
Retirement Planning Company of New England
Rhode Island
$316K +$35.5K +989 +13%
MSAM
289
Moloney Securities Asset Management
Missouri
$310K -$63.5K -1,762 -17%
PFM
290
Parsec Financial Management
North Carolina
$310K +$55K +1,532 +22%
LFG
291
Leverty Financial Group
Wisconsin
$306K +$306K +8,505 New
MA
292
Mutual Advisors
Nebraska
$290K +$5.68K +158 +2%
CFAM
293
Center For Asset Management
Florida
$290K +$34.4K +956 +13%
PCIA
294
Prime Capital Investment Advisors
Kansas
$288K -$169K -4,706 -37%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$286K -$187K -5,197 -39%
FFW
296
Fusion Family Wealth
New York
$278K – – –
BRWA
297
B. Riley Wealth Advisors
Florida
$275K +$793 +22 +0.3%
PCM
298
Parsons Capital Management
Rhode Island
$274K – – –
GL
299
Graypoint LLC
New York
$272K +$36 +1 +0%
TVAMP
300
Tennessee Valley Asset Management Partners
Tennessee
$271K +$271K +7,544 New
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