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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
326
JDM Financial Group
Texas
$300K +$300K +8,111 New
QPWM
327
Quadrant Private Wealth Management
Pennsylvania
$291K +$291K +7,880 New
CWM
328
Catalyst Wealth Management
Georgia
$290K +$290K +7,843 New
AP
329
Adero Partners
California
$280K – – –
GL
330
Graypoint LLC
New York
$280K +$74 +2 +0%
MPW
331
MGO Private Wealth
California
$279K -$106K -2,864 -27%
IF
332
Intrua Financial
Texas
$278K +$278K +7,207 New
AWM
333
Axxcess Wealth Management
California
$276K -$586K -15,857 -68%
CCM
334
Crew Capital Management
Ohio
$270K +$14.5K +391 +6%
BFC
335
Blue Fin Capital
Rhode Island
$269K +$269K +7,281 New
ISWM
336
Independent Solutions Wealth Management
New York
$266K -$88K -2,379 -25%
MAM
337
Mystic Asset Management
Rhode Island
$259K +$17.2K +465 +7%
CAAM
338
Cornerstone Advisors Asset Management
Pennsylvania
$253K +$253K +6,845 New
FFW
339
Fusion Family Wealth
New York
$252K -$33.4K -904 -12%
CB
340
Commerce Bank
Missouri
$251K – – –
GFPC
341
Global Financial Private Client
Florida
$251K +$87.8K +2,374 +54%
VIP
342
Vantage Investment Partners
Missouri
$249K – – –
AFM
343
Abbot Financial Management
Massachusetts
$249K +$249K +6,733 New
OWA
344
Octavia Wealth Advisors
Ohio
$245K +$245K +6,635 New
IGWM
345
ICA Group Wealth Management
Colorado
$244K +$244K +6,604 New
APW
346
Austin Private Wealth
Texas
$243K +$243K +6,586 New
VPP
347
Vertex Planning Partners
Illinois
$237K +$237K +6,413 New
AIM
348
Acropolis Investment Management
Missouri
$235K +$235K +6,370 New
ICG
349
InterOcean Capital Group
Tennessee
$235K -$5.32K -144 -2%
RWM
350
Reston Wealth Management
Virginia
$234K -$794K -21,480 -77%
12 13
14
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