SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
CSM Advisors
Pennsylvania
$1.85M – – –
NRA
302
NSI Retail Advisors
Pennsylvania
$1.83M – – –
AFWM
303
Abich Financial Wealth Management
Virginia
$1.79M -$3.26M -71,542 -64%
MWAM
304
Manhattan West Asset Management
California
$1.79M +$1.36M +29,965 +322%
OWA
305
Opal Wealth Advisors
New York
$1.79M +$52.9K +1,162 +3%
CGA
306
Crescent Grove Advisors
Illinois
$1.78M -$4.55K -100 -0.3%
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$1.78M +$192K +4,231 +12%
CB
308
Commerce Bank
Missouri
$1.77M +$1.47M +32,375 +495%
IF
309
Integrity Financial
Wyoming
$1.75M -$14.5K -318 -0.8%
IA
310
IFG Advisory
Georgia
$1.75M +$202K +4,447 +13%
RIG
311
RiverFront Investment Group
Virginia
$1.72M +$1.72M +37,848 New
AWA
312
Alta Wealth Advisors
Massachusetts
$1.69M +$62.6K +1,376 +4%
PWM
313
Perigon Wealth Management
California
$1.69M +$137 +3 +0%
Brown Advisory
314
Brown Advisory
Maryland
$1.69M +$1.07M +23,621 +175%
NGA
315
Naples Global Advisors
Florida
$1.68M +$61.4K +1,350 +4%
AF
316
Advisornet Financial
Minnesota
$1.67M +$122K +2,674 +8%
CWP
317
Cyndeo Wealth Partners
Florida
$1.66M +$46 +1 +0%
MSA
318
Marathon Strategic Advisors
Pennsylvania
$1.64M +$236K +5,195 +17%
BCI
319
Brinker Capital Investments
Pennsylvania
$1.63M -$109K -2,386 -6%
OPS
320
Orion Portfolio Solutions
Nebraska
$1.63M -$109K -2,386 -6%
SIC
321
Shoker Investment Counsel
Ohio
$1.63M -$6.33K -139 -0.4%
SB
322
Strategic Blueprint
Georgia
$1.61M +$50.9K +1,118 +3%
CAGAS
323
Capital Advisory Group Advisory Services
Minnesota
$1.58M -$17.4K -382 -1%
NB
324
Northwest Bancshares
Pennsylvania
$1.57M -$128K -2,803 -7%
LGA
325
Lebenthal Global Advisors
New York
$1.55M +$45.2K +993 +3%
11 12
13
14 15