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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
326
Key Financial Inc
Pennsylvania
$220K +$46K +1,350 +26%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$218K -$53.5K -1,568 -20%
MCWS
328
McKinley Carter Wealth Services
West Virginia
$209K -$102 -3 -0%
FAIM
329
Financial Advocates Investment Management
Washington
$205K -$98.3K -2,890 -32%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$205K -$28K -822 -12%
WSTAM
331
Wilbanks Smith & Thomas Asset Management
Virginia
$205K – – –
RIA
332
Realta Investment Advisors
Delaware
$198K +$3.41K +100 +2%
TFGT
333
TS Financial Group (TSFG)
Illinois
$191K -$20.4K -599 -10%
CF
334
Centaurus Financial
California
$187K +$2.59K +76 +1%
AWM
335
Angeles Wealth Management
California
$174K – – –
SAM
336
Strategic Asset Management
Minnesota
$173K -$7.62K -223 -4%
AIM
337
Anchor Investment Management
South Carolina
$170K – – –
CFD
338
Creative Financial Designs
Indiana
$161K +$24.3K +714 +18%
CAAS
339
Capital Asset Advisory Services
Michigan
$154K -$280K -8,240 -64%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$154K -$1.56K -46 -1%
GFPC
341
Global Financial Private Client
Florida
$154K +$7.54K +216 +5%
IBOK
342
Independence Bank of Kentucky
Kentucky
$144K -$8.74K -257 -6%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$140K +$3.06K +90 +2%
BAM
344
Belpointe Asset Management
Nevada
$138K -$30.8K -902 -18%
Fidelity Investments
345
Fidelity Investments
Massachusetts
$130K +$2.85K +84 +2%
YAL
346
Your Advocates Ltd
Texas
$108K +$15K +442 +16%
ACA
347
Aptus Capital Advisors
Alabama
$104K +$92.5K +2,727 +807%
CP
348
Castleview Partners
Texas
$98K -$198K -5,826 -67%
AF
349
Advisornet Financial
Minnesota
$92K -$8.14K -239 -8%
IWMA
350
Ironwood Wealth Management (Arizona)
Arizona
$88K – – –
12 13
14
15 16