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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
301
Opal Wealth Advisors
New York
$1.11M -$12.7K -344 -1%
UCFA
302
United Capital Financial Advisors
Texas
$1.11M -$35.8K -971 -3%
NF
303
Nikulski Financial
Iowa
$1.11M +$91.1K +2,470 +9%
TCM
304
Triumph Capital Management
Colorado
$1.1M +$633K +17,148 +137%
William Blair & Company
305
William Blair & Company
Illinois
$1.08M +$141K +3,813 +15%
LCM
306
Lunt Capital Management
Utah
$1.07M -$386K -10,467 -27%
BSW
307
Buckingham Strategic Wealth
Missouri
$1.06M +$6.53K +177 +0.6%
NGA
308
Naples Global Advisors
Florida
$1.06M – – –
MWM
309
Modera Wealth Management
New Jersey
$1.05M +$6.38K +173 +0.6%
AWA
310
Alta Wealth Advisors
Massachusetts
$1.04M +$101K +2,740 +11%
KFS
311
Kelly Financial Services
Massachusetts
$1.02M +$587K +15,899 +136%
SAA
312
Southeast Asset Advisors
Georgia
$1.01M – – –
SFP
313
Shepherd Financial Partners
Massachusetts
$1M -$64.2K -1,740 -6%
CAG
314
Csenge Advisory Group
Florida
$999K +$318K +8,614 +47%
MWAM
315
Manhattan West Asset Management
California
$979K -$67.3K -1,925 -6%
EWM
316
Empirical Wealth Management
Washington
$959K +$4.72K +128 +0.5%
AIP
317
ARS Investment Partners
New York
$944K +$34.1K +924 +4%
WAOI
318
Wealth Advisors of Iowa
Iowa
$926K +$28.5K +771 +3%
OWA
319
Outlook Wealth Advisors
Texas
$925K +$428K +11,606 +86%
IF
320
Intrua Financial
Texas
$893K +$269K +7,282 +43%
TAM
321
Titleist Asset Management
Texas
$892K +$38.1K +1,032 +4%
CI
322
Cavalier Investments
Georgia
$888K -$130K -3,516 -13%
FPWM
323
FSB Premier Wealth Management
Iowa
$884K -$13.9K -376 -2%
SIC
324
Salem Investment Counselors
North Carolina
$878K – – –
GHAM
325
Gilman Hill Asset Management
Connecticut
$874K +$874K +23,690 New
11 12
13
14 15