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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
301
Blueprint Investment Partners
North Carolina
$370K +$86.2K +2,331 +30%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$363K +$24.9K +673 +7%
MWM
303
Meridian Wealth Management
Kentucky
$362K -$2.44K -66 -0.7%
SFG
304
SNS Financial Group
Minnesota
$362K – – –
CCFCSB
305
Cape Cod Five Cents Savings Bank
Massachusetts
$361K +$361K +9,770 New
RPCONE
306
Retirement Planning Company of New England
Rhode Island
$359K +$12.3K +333 +4%
VDBMI
307
Van Den Berg Management I
Texas
$358K +$518 +14 +0.1%
RCA
308
Ranch Capital Advisors
Florida
$358K +$36.2K +978 +11%
MWM
309
MBE Wealth Management
Wisconsin
$351K -$5.88K -159 -2%
T
310
TRUADVICE
Florida
$351K -$347K -8,785 -50%
AWMNH
311
Arcadia Wealth Management (New Hampshire)
New Hampshire
$344K +$344K +9,300 New
CCM
312
Coldstream Capital Management
Washington
$343K +$343K +9,282 New
FAIM
313
Financial Advocates Investment Management
Washington
$339K +$116K +3,142 +52%
AFG
314
Arkansas Financial Group
Arkansas
$338K +$338K +9,135 New
VC
315
Vicus Capital
Pennsylvania
$330K -$8.36K -226 -2%
HSG
316
Helen Stephens Group
Texas
$326K -$206K -5,571 -39%
FIM
317
Fernwood Investment Management
Massachusetts
$322K -$7.39K -200 -2%
HWM
318
Horizon Wealth Management
Illinois
$322K – – –
PFM
319
Parsec Financial Management
North Carolina
$318K – – –
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$315K +$78.6K +2,126 +33%
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$311K +$4.84K +131 +2%
MSAM
322
Moloney Securities Asset Management
Missouri
$310K -$21.9K -593 -7%
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$305K -$63.7K -1,722 -17%
PCM
324
Parsons Capital Management
Rhode Island
$304K +$22.2K +600 +8%
VCP
325
Verus Capital Partners
Arizona
$302K +$3.85K +104 +1%
11 12
13
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