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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
276
Moisand Fitzgerald Tamayo
Florida
$477K -$240K -6,494 -33%
AC
277
Apella Capital
Connecticut
$471K -$26.3K -711 -5%
CAG
278
Csenge Advisory Group
Florida
$465K -$235K -6,365 -34%
EFH
279
Eaton Financial Holdings
Florida
$462K +$462K +12,493 New
Bank of New York Mellon
280
Bank of New York Mellon
New York
$460K +$460K +12,432 New
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$451K +$451K +12,212 New
CA
282
CGN Advisors
Kansas
$451K +$961 +26 +0.2%
SFG
283
Sunburst Financial Group
Alabama
$450K +$450K +12,161 New
Cerity Partners
284
Cerity Partners
New York
$449K +$449K +12,150 New
MLA
285
My Legacy Advisors
Oregon
$449K -$71.8K -1,713 -14%
PFA
286
Professional Financial Advisors
Nebraska
$447K -$41K -1,109 -8%
BPFA
287
Barnes Pettey Financial Advisors
Mississippi
$446K +$446K +12,058 New
LA
288
Latitude Advisors
Florida
$445K +$34.8K +940 +8%
EGA
289
E&G Advisors
Texas
$439K -$3.7K -100 -0.8%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$20.3K +548 +5%
OC
291
Oppenheimer & Co
New York
$427K +$138K +3,729 +48%
RFN
292
Redwood Financial Network
Ohio
$425K +$52.2K +1,411 +14%
AFAS
293
Acorn Financial Advisory Services
Virginia
$422K -$222 -6 -0.1%
AWA
294
Arkadios Wealth Advisors
Georgia
$419K -$28.9K -783 -6%
GC
295
Gilbert & Cook
Iowa
$408K -$9.32K -252 -2%
QWM
296
QP Wealth Management
New Jersey
$404K -$451K -12,201 -53%
BWM
297
BCS Wealth Management
Tennessee
$403K – – –
WFAG
298
Worth Financial Advisory Group
North Carolina
$394K +$394K +10,661 New
AAS
299
Avantax Advisory Services
Texas
$378K +$37.6K +1,018 +11%
NCM
300
Noesis Capital Mangement
Florida
$370K – – –
10 11
12
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