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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
CIS
276
Continental Investors Services
Washington
$564K 14,925 -185 -1%
FWM
277
Fingerlakes Wealth Management
New York
$558K 14,787 +49 +0.3%
OC
278
Oppenheimer & Co
New York
$553K 14,646 +3,098 +27%
SPA
279
Sentinel Pension Advisors
Massachusetts
$553K 15,035 +42 +0.3%
T
280
TRUADVICE
Florida
$546K 14,877 +5,990 +67%
WEG
281
World Equity Group
Illinois
$545K 13,390 -17 -0.1%
CPA
282
Capital Planning Advisors
California
$541K 14,332 -3,009 -17%
NA
283
Nottingham Advisors
New York
$537K 14,219 +1,161 +9%
NFP
284
Narus Financial Partners
Utah
$534K 14,145 -253 -2%
Walleye Capital
285
Walleye Capital
New York
$520K 13,768 +13,768 New
Bank of New York Mellon
286
Bank of New York Mellon
New York
$517K 13,683 +1,251 +10%
AWM
287
Adams Wealth Management
Utah
$514K 13,619 +13,619 New
ICM
288
Islay Capital Management
Texas
$514K 13,600 -82,277 -86%
SS
289
Simplicity Solutions
Minnesota
$512K 13,551 -2,629 -16%
BCFS
290
Butensky & Cohen Financial Security
Florida
$500K 13,234 +252 +2%
RFN
291
Redwood Financial Network
Ohio
$496K 13,127 +1,642 +14%
FPW
292
Flagship Private Wealth
Massachusetts
$494K 13,090 +2 +0%
CA
293
CGN Advisors
Kansas
$490K 12,979 +786 +6%
PAG
294
Paladin Advisory Group
Iowa
$478K 12,665 +12,665 New
AAS
295
Avantax Advisory Services
Texas
$476K 12,604 +2,373 +23%
SL
296
Sentinus LLC
Illinois
$467K 12,354 +12,354 New
BPFA
297
Barnes Pettey Financial Advisors
Mississippi
$466K 12,333 +275 +2%
SFG
298
Sunburst Financial Group
Alabama
$464K 12,295 +134 +1%
SIA
299
Strategic Investment Advisors
Michigan
$462K 12,242 +6,628 +118%
Jane Street
300
Jane Street
New York
$462K 12,226 +12,226 New
10 11
12
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