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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
326
Balboa Wealth Partners
Arizona
$351K 9,285 +9,285 New
GI
327
Gradient Investments
Minnesota
$349K 9,252 -1,292,470 -99%
VCP
328
Verus Capital Partners
Arizona
$347K 9,198 +1,030 +13%
AT
329
American Trust
Kentucky
$347K 9,352 +9,352 New
BFC
330
Blue Fin Capital
Rhode Island
$340K 9,566 +2,285 +31%
HSG
331
Helen Stephens Group
Texas
$338K 8,941 +111 +1%
MSAM
332
Moloney Securities Asset Management
Missouri
$332K 8,777 +405 +5%
FIM
333
Fernwood Investment Management
Massachusetts
$329K 8,706 – –
HWM
334
Horizon Wealth Management
Illinois
$329K 8,701 – –
PFM
335
Parsec Financial Management
North Carolina
$321K 8,490 -124 -1%
KFI
336
Key Financial Inc
Pennsylvania
$317K 8,391 +1,938 +30%
PCM
337
Parsons Capital Management
Rhode Island
$311K 8,225 – –
GFPC
338
Global Financial Private Client
Florida
$304K 8,044 +1,267 +19%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$301K 7,971 -278 -3%
AFG
340
Atomi Financial Group
New York
$299K 7,918 +7,918 New
SWM
341
SFG Wealth Management
Maryland
$295K 7,812 +7,812 New
FFW
342
Fusion Family Wealth
New York
$293K 7,755 +940 +14%
VC
343
Vicus Capital
Pennsylvania
$291K 7,707 -1,208 -14%
NL
344
Navalign LLC
California
$290K 7,677 -25,876 -77%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$286K 7,585 -934 -11%
AP
346
Adero Partners
California
$286K 7,569 – –
GL
347
Graypoint LLC
New York
$286K 7,562 – –
JFG
348
JDM Financial Group
Texas
$283K 7,505 -606 -7%
KIA
349
KLR Investment Advisors
Rhode Island
$281K 7,434 +1,306 +21%
CA
350
Cetera Advisors
Colorado
$278K 7,355 +1,927 +36%
12 13
14
15 16