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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
301
Cerity Partners
New York
$459K 12,151 +1 +0%
PFG
302
PAX Financial Group
Texas
$458K 12,129 -918 -7%
BIP
303
Blueprint Investment Partners
North Carolina
$455K 12,055 +2,052 +21%
EGA
304
E&G Advisors
Texas
$453K 11,981 +100 +0.8%
LA
305
Latitude Advisors
Florida
$446K 11,818 -216 -2%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$446K 11,818 -18 -0.2%
RCA
307
Ranch Capital Advisors
Florida
$433K 11,467 +1,797 +19%
AFAS
308
Acorn Financial Advisory Services
Virginia
$428K 11,343 -64 -0.6%
AWA
309
Arkadios Wealth Advisors
Georgia
$428K 11,321 +1 +0%
GEA
310
Glen Eagle Advisors
New Jersey
$425K 11,242 +9,158 +439%
BWM
311
BCS Wealth Management
Tennessee
$412K 10,895 – –
CIAS
312
CFS Investment Advisory Services
New Jersey
$411K 10,880 -5,202 -32%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$407K 10,776 +968 +10%
MLA
314
My Legacy Advisors
Oregon
$394K 10,578 -122 -1%
IGWM
315
ICA Group Wealth Management
Colorado
$388K 10,264 +3,660 +55%
MFT
316
Moisand Fitzgerald Tamayo
Florida
$386K 10,214 -2,680 -21%
WFAG
317
Worth Financial Advisory Group
North Carolina
$383K 10,149 -512 -5%
RWPA
318
Richard W. Paul & Associates
Michigan
$382K 10,124 +5,460 +117%
GC
319
Gilbert & Cook
Iowa
$380K 10,053 -973 -9%
NCM
320
Noesis Capital Mangement
Florida
$378K 10,000 – –
LA
321
Lifeworks Advisors
Michigan
$377K 9,988 +9,988 New
RPCONE
322
Retirement Planning Company of New England
Rhode Island
$372K 9,839 +133 +1%
MWM
323
MBE Wealth Management
Wisconsin
$364K 9,634 +146 +2%
MWM
324
Meridian Wealth Management
Kentucky
$355K 9,389 -395 -4%
VDBMI
325
Van Den Berg Management I
Texas
$351K 9,288 -386 -4%
11 12
13
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