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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
276
Blueprint Investment Partners
North Carolina
$1.83M +$1.13M +26,730 +160%
TDWM
277
Topel & Distasi Wealth Management
California
$1.83M – – –
DI
278
DDFG Inc
California
$1.83M +$43.8K +1,039 +2%
GSIS
279
Global Strategic Investment Solutions
Arizona
$1.82M -$50.1K -1,188 -3%
SWA
280
Stratos Wealth Advisors
Ohio
$1.81M -$68.7K -1,628 -4%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$1.8M +$7.55K +179 +0.4%
Franklin Resources
282
Franklin Resources
California
$1.8M -$619K -14,670 -26%
CA
283
CSM Advisors
Pennsylvania
$1.8M +$1.8M +42,652 New
FEG
284
Fund Evaluation Group
Ohio
$1.78M +$31.2K +740 +2%
NWM
285
Napa Wealth Management
California
$1.78M +$1.78M +42,195 New
NRA
286
NSI Retail Advisors
Pennsylvania
$1.78M +$1.78M +42,100 New
SSW
287
Stone Summit Wealth
Florida
$1.76M +$233K +5,516 +15%
TIM
288
Tortoise Investment Management
New York
$1.73M +$1.56M +37,031 +931%
DWM
289
Defined Wealth Management
Oregon
$1.72M +$8.56K +203 +0.5%
CWP
290
Cyndeo Wealth Partners
Florida
$1.71M -$1.86K -44 -0.1%
FA
291
FF Advisors
California
$1.7M +$1.7M +40,341 New
ZIMP
292
Zimmermann Investment Management & Planning
Pennsylvania
$1.67M +$1.67M +39,678 New
CGA
293
Crescent Grove Advisors
Illinois
$1.66M -$255K -6,048 -13%
NB
294
Northwest Bancshares
Pennsylvania
$1.64M -$125K -2,973 -7%
CWM
295
Compass Wealth Management
Connecticut
$1.62M +$318K +7,528 +24%
SIC
296
Shoker Investment Counsel
Ohio
$1.61M +$8.98K +213 +0.6%
CPW
297
Catalyst Private Wealth
California
$1.61M +$167K +3,952 +12%
IFPG
298
Intrepid Financial Planning Group
Indiana
$1.61M -$22.2K -526 -1%
EWA
299
EP Wealth Advisors
California
$1.58M +$228K +5,406 +17%
NA
300
Nottingham Advisors
New York
$1.57M +$730K +17,297 +87%
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