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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
276
Round Table Services
New Jersey
$375K – – –
BWM
277
BCS Wealth Management
Tennessee
$371K – – –
Cetera Investment Advisers
278
Cetera Investment Advisers
Illinois
$365K +$2.83K +83 +0.8%
MPW
279
MGO Private Wealth
California
$355K +$355K +10,417 New
IAIM
280
Industrial Alliance Investment Management
Quebec, Canada
$353K +$353K +10,350 New
NL
281
Navalign LLC
California
$350K -$89.1K -2,620 -20%
SL
282
SWMG LLC
Texas
$348K +$348K +10,209 New
RFN
283
Redwood Financial Network
Ohio
$343K +$11.2K +328 +3%
NCM
284
Noesis Capital Mangement
Florida
$341K – – –
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$340K +$887 +26 +0.3%
MWM
286
Meridian Wealth Management
Kentucky
$335K +$85.1K +2,503 +34%
SFG
287
SNS Financial Group
Minnesota
$333K – – –
PCS
288
Personal CFO Solutions
New Jersey
$332K +$28.6K +838 +9%
VDBMI
289
Van Den Berg Management I
Texas
$329K -$34.1K -1,000 -9%
FFW
290
Fusion Family Wealth
New York
$329K -$767 -18 -0.2%
MWM
291
MBE Wealth Management
Wisconsin
$329K +$307 +9 +0.1%
Stifel Financial
292
Stifel Financial
Missouri
$327K +$21.5K +631 +7%
ISWM
293
Independent Solutions Wealth Management
New York
$326K +$101K +2,976 +45%
RPCONE
294
Retirement Planning Company of New England
Rhode Island
$319K +$19.6K +575 +7%
SEA
295
Stegent Equity Advisors
Texas
$316K – – –
AAS
296
Avantax Advisory Services
Texas
$314K +$102 +3 +0%
VC
297
Vicus Capital
Pennsylvania
$312K +$10.9K +318 +4%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$311K -$23.3K -685 -7%
FCI
299
Financial Counselors Inc
Kansas
$310K – – –
UFA
300
US Financial Advisors
Massachusetts
$308K +$1.7K +50 +0.6%
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12
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