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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
301
Jacobi Capital Management
Pennsylvania
$2.23M +$184K +4,101 +9%
Fidelity Investments
302
Fidelity Investments
Massachusetts
$2.21M +$754K +16,794 +52%
SWA
303
Stratos Wealth Advisors
Ohio
$2.18M -$92.6K -2,062 -4%
BFA
304
Bill Few Associates
Pennsylvania
$2.16M +$121K +2,688 +6%
Brown Advisory
305
Brown Advisory
Maryland
$2.08M +$417K +9,291 +25%
WCM
306
Wealthcare Capital Management
Virginia
$2.06M +$211K +4,692 +11%
WCP
307
Wealthcare Capital Partners
Pennsylvania
$2.06M +$2.06M +45,802 New
PSFG
308
Prairie Sky Financial Group
Illinois
$2.04M -$541K -12,048 -21%
GWSG
309
GPS Wealth Strategies Group
Colorado
$2.03M +$111K +2,472 +6%
OWA
310
Opal Wealth Advisors
New York
$2.02M +$258K +5,733 +15%
PWM
311
Perigon Wealth Management
California
$2.01M +$311K +6,788 +18%
PS
312
Principal Securities
Iowa
$2M +$162K +3,612 +9%
SFP
313
Shepherd Financial Partners
Massachusetts
$2M +$124K +2,770 +7%
GSEP
314
Golden State Equity Partners
California
$1.99M +$1.9M +42,328 +2,048%
NC
315
NovaPoint Capital
Georgia
$1.99M +$19.1K +425 +1%
TIP
316
Tandem Investment Partners
New Jersey
$1.98M +$1.98M +44,153 New
FMI
317
F/M Investments
District of Columbia
$1.96M +$1.35M +29,999 +219%
DWM
318
Defined Wealth Management
Oregon
$1.95M +$14.9K +332 +0.8%
WMG
319
WESCAP Management Group
California
$1.95M +$6.2K +138 +0.3%
RCM
320
Raleigh Capital Management
North Carolina
$1.94M +$17.4K +388 +0.9%
AWMG
321
Alliance Wealth Management Group
New Jersey
$1.94M -$132K -2,934 -6%
LCM
322
Lunt Capital Management
Utah
$1.93M -$50.6K -1,126 -3%
Franklin Resources
323
Franklin Resources
California
$1.91M – – –
P
324
&Partners
Tennessee
$1.88M +$1.39M +30,588 +282%
MWAM
325
Manhattan West Asset Management
California
$1.87M +$103K +2,288 +6%
11 12
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