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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
301
Certified Advisory Corp
Florida
$299K +$299K +7,114 New
DHGWA
302
Dixon Hughes Goodman Wealth Advisors
North Carolina
$298K -$30.7K -729 -9%
AWA
303
Alta Wealth Advisors
Massachusetts
$297K +$50.7K +1,205 +21%
CFG
304
Claremont Financial Group
California
$296K +$293K +7,164 +9,950%
KFS
305
Kelly Financial Services
Massachusetts
$290K +$98.9K +2,351 +52%
NA
306
Nottingham Advisors
New York
$287K +$91.5K +2,176 +47%
CCM
307
Crew Capital Management
Ohio
$285K +$1.89K +45 +0.7%
VIP
308
Vantage Investment Partners
Missouri
$283K +$59.4K +1,411 +27%
TFGT
309
TS Financial Group (TSFG)
Illinois
$280K -$10.4K -248 -4%
ISWM
310
Independent Solutions Wealth Management
New York
$280K +$841 +20 +0.3%
BG
311
Benedetti & Gucer
Georgia
$267K +$38.6K +917 +17%
MWM
312
Meridian Wealth Management
Kentucky
$265K +$926 +22 +0.4%
SPC
313
Sigma Planning Corp
Michigan
$262K -$193K -4,597 -42%
MCWS
314
McKinley Carter Wealth Services
West Virginia
$259K -$12.2K -290 -4%
PAG
315
Paladin Advisory Group
Iowa
$259K +$259K +6,096 New
MP
316
McDonald Partners
Ohio
$256K +$212K +5,030 +480%
BAM
317
Belpointe Asset Management
Nevada
$253K -$33.6K -799 -12%
MAM
318
Mystic Asset Management
Rhode Island
$251K +$2.94K +70 +1%
NAS
319
Nicolet Advisory Services
Wisconsin
$250K -$4.92K -121 -2%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$248K +$248K +5,890 New
FHC
321
First Heartland Consultants
Missouri
$247K -$29.3K -698 -11%
BAG
322
Briggs Advisory Group
Rhode Island
$247K – – –
9WM
323
9258 Wealth Management
Ohio
$247K +$247K +5,869 New
WSTAM
324
Wilbanks Smith & Thomas Asset Management
Virginia
$238K – – –
BPA
325
Beacon Pointe Advisors
California
$238K +$238K +5,666 New
11 12
13
14 15