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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
ArborFi Advisors
Michigan
$2.61M +$2.61M +58,005 New
JIP
277
Jaffetilchin Investment Partners
Florida
$2.6M +$39.3K +875 +2%
KAM
278
Knightsbridge Asset Management
California
$2.6M +$75.6K +1,683 +3%
NA
279
Nottingham Advisors
New York
$2.59M +$179K +3,981 +7%
GSC
280
G&S Capital
Colorado
$2.59M +$529K +11,770 +26%
ACA
281
Affinity Capital Advisors
California
$2.55M -$67.2K -1,493 -3%
KNFPWM
282
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.55M -$179K -3,989 -7%
SAM
283
Securian Asset Management
Minnesota
$2.55M -$115K -2,570 -4%
TA
284
TFG Advisers
Michigan
$2.5M +$90.8K +2,021 +4%
KWM
285
Kingsview Wealth Management
Oregon
$2.49M -$9.52K -212 -0.4%
GSWM
286
Golden State Wealth Management
California
$2.41M +$2.41M +53,611 New
TCA
287
Transcend Capital Advisors
New Jersey
$2.38M -$25.9K -576 -1%
IA
288
IFP Advisors
Florida
$2.37M +$229K +5,092 +11%
PTC
289
Private Trust Company
Ohio
$2.36M +$149K +3,306 +7%
NP
290
NorthRock Partners
Minnesota
$2.32M -$5.39K -120 -0.2%
TCM
291
Towercrest Capital Management
Pennsylvania
$2.31M -$139K -3,090 -6%
SSW
292
Stone Summit Wealth
Florida
$2.29M -$12.3K -273 -0.5%
William Blair & Company
293
William Blair & Company
Illinois
$2.28M +$125K +2,781 +6%
SC
294
Syon Capital
California
$2.28M +$236K +5,248 +12%
IA
295
IFG Advisors
Missouri
$2.28M -$102K -2,263 -4%
MA
296
MONECO Advisors
Connecticut
$2.25M +$1.07M +23,769 +90%
QC
297
Quadrature Capital
United Kingdom
$2.25M +$2.25M +49,947 New
LFAS
298
Level Four Advisory Services
Texas
$2.24M -$9.12K -203 -0.4%
CWA
299
Clarus Wealth Advisors
Arizona
$2.24M +$112K +2,526 +5%
VWM
300
Venturi Wealth Management
Texas
$2.23M -$377K -8,390 -14%
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