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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
276
Brinker Capital Investments
Pennsylvania
$1.39M -$630K -17,069 -31%
UWM
277
USAdvisors Wealth Management
Minnesota
$1.38M -$2.18K -59 -0.2%
AG
278
Ascent Group
Virginia
$1.37M +$215K +6,082 +19%
CAGAS
279
Capital Advisory Group Advisory Services
Minnesota
$1.35M -$10.8K -294 -0.8%
SB
280
Strategic Blueprint
Georgia
$1.35M -$166K -4,486 -11%
SSW
281
Stone Summit Wealth
Florida
$1.34M +$117K +3,177 +10%
IF
282
Integrity Financial
Wyoming
$1.34M +$10.4K +281 +0.8%
VAS
283
Valicenti Advisory Services
New York
$1.31M +$9.7K +263 +0.7%
NP
284
NorthRock Partners
Minnesota
$1.29M +$223K +6,043 +21%
SC
285
Savant Capital
Illinois
$1.27M -$72.8K -1,974 -5%
CFG
286
Cooper Financial Group
California
$1.27M +$2.21K +60 +0.2%
CPW
287
Catalyst Private Wealth
California
$1.26M -$398K -10,783 -24%
CA
288
Claro Advisors
Massachusetts
$1.25M +$4.17K +113 +0.3%
CG
289
Colony Group
Massachusetts
$1.25M -$1.11K -30 -0.1%
PP
290
Pegasus Partners
Wisconsin
$1.25M -$318K -8,611 -20%
OGF
291
Orin Green Financial
California
$1.22M -$117K -3,161 -9%
KWM
292
Kingsview Wealth Management
Oregon
$1.21M +$44.1K +1,196 +4%
EWA
293
EP Wealth Advisors
California
$1.19M +$858K +23,251 +261%
TCM
294
TD Capital Management
Tennessee
$1.15M +$349K +9,462 +44%
RFG
295
Range Financial Group
Oregon
$1.14M +$33.9K +920 +3%
CWM
296
Compass Wealth Management
Connecticut
$1.14M +$97.5K +2,643 +9%
WPP
297
Whalerock Point Partners
Rhode Island
$1.13M – – –
CCFCSB
298
Cape Cod Five Cents Savings Bank
Massachusetts
$1.13M +$532K +14,406 +89%
SFC
299
Strategic Financial Concepts
Texas
$1.12M +$673K +18,244 +149%
BW
300
BIP Wealth
Georgia
$1.12M -$254K -6,874 -18%
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