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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
301
Richardson Financial Services
Massachusetts
$1.56M +$1.56M +37,035 New
WCM
302
Wealthcare Capital Management
Virginia
$1.55M -$153K -3,621 -9%
CW
303
CreativeOne Wealth
Kansas
$1.55M -$232K -5,500 -13%
CAGAS
304
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$337 +8 +0%
CA
305
Claro Advisors
Massachusetts
$1.54M +$112K +2,649 +8%
Focus Partners Wealth
306
Focus Partners Wealth
Massachusetts
$1.53M +$1.53M +36,328 New
IF
307
Integrity Financial
Wyoming
$1.52M -$9.74K -231 -0.6%
ACP
308
Aveo Capital Partners
Colorado
$1.52M -$273K -6,461 -15%
TCM
309
Triumph Capital Management
Colorado
$1.51M +$255K +6,045 +20%
KWM
310
Kingsview Wealth Management
Oregon
$1.49M +$100K +2,378 +7%
VAS
311
Valicenti Advisory Services
New York
$1.48M -$22.3K -528 -1%
IWS
312
Integrity Wealth Solutions
Colorado
$1.46M +$1.46M +34,534 New
CFG
313
Cooper Financial Group
California
$1.45M -$1.52K -36 -0.1%
AWA
314
Alta Wealth Advisors
Massachusetts
$1.43M +$238K +5,646 +20%
PP
315
Pegasus Partners
Wisconsin
$1.42M – – –
SC
316
Savant Capital
Illinois
$1.42M -$38.1K -903 -3%
AG
317
Ascent Group
Virginia
$1.4M -$230K -5,464 -14%
OWA
318
Opal Wealth Advisors
New York
$1.37M +$99.5K +2,358 +8%
TCM
319
TD Capital Management
Tennessee
$1.37M +$58.1K +1,378 +4%
OGF
320
Orin Green Financial
California
$1.37M -$20.2K -478 -1%
SB
321
Strategic Blueprint
Georgia
$1.37M -$174K -4,132 -11%
NF
322
Nikulski Financial
Iowa
$1.36M +$97.2K +2,305 +8%
NGA
323
Naples Global Advisors
Florida
$1.34M +$128K +3,025 +11%
RFG
324
Range Financial Group
Oregon
$1.3M +$464 +11 +0%
WPP
325
Whalerock Point Partners
Rhode Island
$1.29M – – –
11 12
13
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