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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
326
Pinnacle Family Advisors
Missouri
$232K +$1.94K +46 +0.8%
VHAM
327
Van Hulzen Asset Management
California
$231K -$7.98K -190 -3%
KCPG
328
Kavar Capital Partners Group
Kansas
$228K – – –
SIM
329
Sadoff Investment Management
Wisconsin
$225K +$225K +5,355 New
SAM
330
Strategic Asset Management
Minnesota
$222K -$166K -3,951 -43%
SF
331
Synovus Financial
Georgia
$219K +$42 +1 +0%
FT
332
Fiduciary Trust
Massachusetts
$217K – – –
MOS
333
MGO One Seven
Ohio
$216K – – –
IFPL
334
Investments & Financial Planning LLC
Kentucky
$212K +$421 +10 +0.2%
AIM
335
Anchor Investment Management
South Carolina
$210K – – –
MWM
336
Maripau Wealth Management
Indiana
$209K +$209K +5,169 New
BF
337
BOK Financial
Oklahoma
$207K -$21.5K -509 -9%
FMI
338
F/M Investments
District of Columbia
$207K – – –
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$202K -$11.5K -273 -5%
APA
340
Astoria Portfolio Advisors
New York
$201K -$11.6K -276 -5%
AP
341
Advisor Partners
California
$200K -$5.13K -122 -3%
KFI
342
Key Financial Inc
Pennsylvania
$194K +$62K +1,470 +47%
YAL
343
Your Advocates Ltd
Texas
$191K -$295 -7 -0.2%
IBOK
344
Independence Bank of Kentucky
Kentucky
$189K +$157K +3,733 +493%
CFD
345
Creative Financial Designs
Indiana
$175K -$1.18K -28 -0.7%
EWM
346
Evermay Wealth Management
Virginia
$175K +$175K +4,161 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$169K -$115K -2,742 -41%
LAS
348
Lloyd Advisory Services
Georgia
$151K +$17.4K +415 +13%
Fidelity Investments
349
Fidelity Investments
Massachusetts
$151K +$33.2K +788 +28%
TRCT
350
Tower Research Capital (TRC)
New York
$130K +$130K +3,087 New
12 13
14
15 16