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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
301
ARS Investment Partners
New York
$958K +$958K +24,670 New
FPWM
302
FSB Premier Wealth Management
Iowa
$945K +$15.1K +389 +2%
WAOI
303
Wealth Advisors of Iowa
Iowa
$945K -$5.21M -134,179 -85%
ACP
304
Aveo Capital Partners
Colorado
$945K -$290K -7,455 -23%
MLRA
305
Main Line Retirement Advisors
Montana
$934K +$934K +24,049 New
SIC
306
Salem Investment Counselors
North Carolina
$924K +$924K +23,784 New
LEFP
307
Leading Edge Financial Planning
Tennessee
$911K -$284K -7,302 -24%
TAM
308
Titleist Asset Management
Texas
$898K +$898K +23,132 New
SEI Investments
309
SEI Investments
Pennsylvania
$896K +$19.3K +497 +2%
TFG
310
Tilson Financial Group
New Jersey
$891K -$11K -284 -1%
AT
311
American Trust
Kentucky
$883K +$520K +13,381 +143%
SWM
312
Seaside Wealth Management
California
$857K -$2.95K -76 -0.3%
BWFA
313
Baltimore-Washington Financial Advisors
Maryland
$854K -$600K -15,451 -41%
TCM
314
TD Capital Management
Tennessee
$841K +$556K +14,325 +195%
BIP
315
Blueprint Investment Partners
North Carolina
$816K +$348K +8,962 +74%
AWS
316
AJ Wealth Strategies
New York
$816K +$816K +21,004 New
BCM
317
Brookstone Capital Management
Illinois
$815K -$74.1K -1,933 -8%
AC
318
Apella Capital
Connecticut
$809K +$809K +20,832 New
AIS
319
American Investment Services
Massachusetts
$797K -$97.5K -2,511 -11%
Franklin Resources
320
Franklin Resources
California
$789K +$789K +20,303 New
CF
321
Corrigan Financial
Rhode Island
$787K +$5.52K +142 +0.7%
MWC
322
MBM Wealth Consultants
Missouri
$784K +$239K +6,024 +44%
MCM
323
MAI Capital Management
Ohio
$781K +$781K +20,097 New
BFA
324
Brown Financial Advisory
Alabama
$776K -$107K -2,758 -12%
SPC
325
Sigma Planning Corp
Michigan
$764K +$764K +19,674 New
11 12
13
14 15