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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
326
First Heartland Consultants
Missouri
$211K -$612 -17 -0.3%
BG
327
Benedetti & Gucer
Georgia
$209K -$41.3K -1,047 -16%
TPA
328
Trivium Point Advisory
Connecticut
$209K +$209K +5,706 New
RIA
329
Realta Investment Advisors
Delaware
$207K +$207K +5,700 New
IWN
330
Independent Wealth Network
Iowa
$200K +$200K +5,564 New
CF
331
Centaurus Financial
California
$195K -$2.41M -66,875 -93%
SAM
332
Strategic Asset Management
Minnesota
$190K – – –
KFI
333
Key Financial Inc
Pennsylvania
$185K +$18.2K +502 +11%
AWM
334
Angeles Wealth Management
California
$183K +$183K +5,099 New
AIM
335
Anchor Investment Management
South Carolina
$180K – – –
BAM
336
Belpointe Asset Management
Nevada
$178K -$38.4K -1,066 -18%
CP
337
Castleview Partners
Texas
$170K -$36.2K -1,858 -18%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$165K -$8.37K -232 -5%
IBOK
339
Independence Bank of Kentucky
Kentucky
$162K – – –
GFPC
340
Global Financial Private Client
Florida
$152K +$123K +3,394 +428%
CFD
341
Creative Financial Designs
Indiana
$145K -$5.52K -153 -4%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$145K – – –
Fidelity Investments
343
Fidelity Investments
Massachusetts
$135K +$5.95K +165 +5%
AF
344
Advisornet Financial
Minnesota
$106K -$1.84K -51 -2%
YAL
345
Your Advocates Ltd
Texas
$99K -$64.9K -1,797 -40%
IWMA
346
Ironwood Wealth Management (Arizona)
Arizona
$88K +$85.4K +2,382 +3,308%
GI
347
Gradient Investments
Minnesota
$86K – – –
William Blair & Company
348
William Blair & Company
Illinois
$85K +$4.65K +129 +6%
WBC
349
West Branch Capital
Massachusetts
$84K – – –
JWA
350
JFS Wealth Advisors
Pennsylvania
$77K +$26K +723 +51%
12 13
14
15 16