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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
301
Stewardship Advisors
Pennsylvania
$270K -$6.9K -192 -2%
RCA
302
Ranch Capital Advisors
Florida
$267K +$267K +7,412 New
VCP
303
Verus Capital Partners
Arizona
$265K -$26.9K -751 -9%
SW
304
Simplicity Wealth
New Jersey
$264K -$172K -4,787 -40%
MWM
305
Meridian Wealth Management
Kentucky
$264K +$37.8K +1,051 +17%
TPCW
306
TD Private Client Wealth
New York
$263K -$77.4K -2,152 -23%
CGA
307
Crescent Grove Advisors
Illinois
$257K +$257K +7,131 New
AWA
308
Alta Wealth Advisors
Massachusetts
$251K -$1.5K -42 -0.6%
OC
309
Oppenheimer & Co
New York
$249K +$249K +6,920 New
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$246K +$246K +6,832 New
CB
311
Commerce Bank
Missouri
$245K -$32.8K -909 -12%
CCM
312
Crew Capital Management
Ohio
$245K +$1.62K +45 +0.7%
OFS
313
OneAscent Financial Services
Alabama
$244K +$244K +6,779 New
VIP
314
Vantage Investment Partners
Missouri
$242K – – –
DA
315
Detalus Advisors
Missouri
$242K +$242K +6,736 New
KCIA
316
Kingsbury Capital Investment Advisors
Illinois
$241K -$42.4K -1,178 -15%
HI
317
Harbour Investments
Wisconsin
$241K +$241K +6,697 New
ICG
318
InterOcean Capital Group
Tennessee
$240K +$240K +6,672 New
ISWM
319
Independent Solutions Wealth Management
New York
$237K -$1.94K -54 -0.8%
FCC
320
Flower City Capital
New York
$229K -$39.1K -1,084 -15%
TFGT
321
TS Financial Group (TSFG)
Illinois
$223K -$16.2K -449 -7%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$221K -$648 -18 -0.3%
WSTAM
323
Wilbanks Smith & Thomas Asset Management
Virginia
$216K – – –
MAM
324
Mystic Asset Management
Rhode Island
$215K +$717 +20 +0.3%
MP
325
McDonald Partners
Ohio
$213K -$6.24K -173 -3%
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