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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$1.2M +$197K +5,079 +20%
WPP
277
Whalerock Point Partners
Rhode Island
$1.19M +$1.19M +30,643 New
OWA
278
Opal Wealth Advisors
New York
$1.19M +$86.6K +2,229 +8%
AWM
279
Axxcess Wealth Management
California
$1.18M -$344K -8,848 -23%
RFG
280
Range Financial Group
Oregon
$1.16M +$452K +11,636 +64%
MWAM
281
Manhattan West Asset Management
California
$1.16M +$1.16M +29,905 New
NP
282
NorthRock Partners
Minnesota
$1.13M +$1.13M +28,995 New
SFP
283
Shepherd Financial Partners
Massachusetts
$1.12M +$248K +6,394 +28%
NGA
284
Naples Global Advisors
Florida
$1.11M +$44.7K +1,150 +4%
BSW
285
Buckingham Strategic Wealth
Missouri
$1.11M +$106K +2,731 +11%
MWM
286
Modera Wealth Management
New Jersey
$1.1M +$330K +8,491 +43%
CWM
287
Compass Wealth Management
Connecticut
$1.09M +$256K +6,603 +31%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$1.09M +$177K +4,556 +19%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$1.08M +$41.9K +1,078 +4%
FA
290
Fiducient Advisors
Illinois
$1.07M +$1.07M +27,615 New
SFG
291
Sovereign Financial Group
Connecticut
$1.07M -$3.81K -98 -0.4%
CI
292
Cavalier Investments
Georgia
$1.07M +$1.07M +27,588 New
NF
293
Nikulski Financial
Iowa
$1.07M +$115K +2,960 +12%
SAA
294
Southeast Asset Advisors
Georgia
$1.06M +$1.06M +27,280 New
AFG
295
Arkansas Financial Group
Arkansas
$1.05M +$397K +10,227 +61%
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$1.01M +$1.01M +25,923 New
EWM
297
Empirical Wealth Management
Washington
$1M +$1M +25,855 New
AWA
298
Alta Wealth Advisors
Massachusetts
$992K +$42.3K +1,088 +4%
William Blair & Company
299
William Blair & Company
Illinois
$991K +$875K +22,517 +749%
RCM
300
Raleigh Capital Management
North Carolina
$962K -$337K -8,668 -26%
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