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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$2.17M -$641K -14,095 -23%
AFS
277
Annapolis Financial Services
Maryland
$2.15M +$4.14K +91 +0.2%
CWA
278
Clarus Wealth Advisors
Arizona
$2.14M +$18.2K +408 +0.9%
AWMG
279
Alliance Wealth Management Group
New Jersey
$2.09M +$110K +2,412 +6%
GSC
280
G&S Capital
Colorado
$2.08M +$7.92K +174 +0.4%
JCM
281
Jacobi Capital Management
Pennsylvania
$2.07M +$224K +4,917 +12%
SC
282
Syon Capital
California
$2.07M +$7.51K +165 +0.4%
BFA
283
Bill Few Associates
Pennsylvania
$2.06M +$296K +6,506 +17%
FEG
284
Fund Evaluation Group
Ohio
$2.02M -$31.4K -690 -2%
LCM
285
Lunt Capital Management
Utah
$2M +$767K +16,864 +62%
NC
286
NovaPoint Capital
Georgia
$2M -$110K -2,428 -5%
TDWM
287
Topel & Distasi Wealth Management
California
$1.97M – – –
WMG
288
WESCAP Management Group
California
$1.97M -$7.15K -157 -0.4%
DWM
289
Defined Wealth Management
Oregon
$1.96M -$7.96K -175 -0.4%
RCM
290
Raleigh Capital Management
North Carolina
$1.95M -$91K -1,999 -4%
FA
291
FF Advisors
California
$1.95M +$37.3K +820 +2%
GWSG
292
GPS Wealth Strategies Group
Colorado
$1.95M +$60.8K +1,336 +3%
Franklin Resources
293
Franklin Resources
California
$1.94M +$12.9K +284 +0.7%
AWM
294
AE Wealth Management
Kansas
$1.91M -$108K -2,364 -5%
SFP
295
Shepherd Financial Partners
Massachusetts
$1.9M -$133K -2,927 -7%
KBFS
296
Kohmann Bosshard Financial Services
Ohio
$1.89M – – –
GSIS
297
Global Strategic Investment Solutions
Arizona
$1.89M +$6.37K +140 +0.3%
AWA
298
Arete Wealth Advisors
Illinois
$1.88M -$1.05M -23,096 -36%
WCM
299
Wealthcare Capital Management
Virginia
$1.87M +$71.1K +1,562 +4%
PS
300
Principal Securities
Iowa
$1.86M +$111K +2,432 +6%
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