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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
326
Capital CS Group
California
$864K +$415K +11,245 +92%
LEFP
327
Leading Edge Financial Planning
Tennessee
$862K -$3.54K -96 -0.4%
SWA
328
Sightline Wealth Advisors
Connecticut
$858K -$538K -14,573 -39%
SFA
329
Sequoia Financial Advisors
Ohio
$845K +$845K +22,897 New
SWM
330
Seaside Wealth Management
California
$832K +$18.3K +497 +2%
SEI Investments
331
SEI Investments
Pennsylvania
$815K -$36.5K -989 -4%
BWFA
332
Baltimore-Washington Financial Advisors
Maryland
$814K +$2.21K +60 +0.3%
TFGT
333
TS Financial Group (TSFG)
Illinois
$807K +$559K +15,146 +225%
TFG
334
Tilson Financial Group
New Jersey
$802K -$44.3K -1,202 -5%
CWM
335
Cedar Wealth Management
California
$788K +$213K +5,771 +37%
AC
336
Apella Capital
Connecticut
$782K +$13.5K +366 +2%
MWC
337
MBM Wealth Consultants
Missouri
$771K +$66K +1,850 +9%
CF
338
Corrigan Financial
Rhode Island
$750K +$3.03K +82 +0.4%
UAS
339
United Asset Strategies
New York
$743K +$356K +9,660 +92%
MCM
340
MAI Capital Management
Ohio
$742K – – –
AIS
341
American Investment Services
Massachusetts
$734K -$22.3K -604 -3%
BFC
342
Bedel Financial Consulting
Indiana
$734K +$399K +10,822 +119%
NA
343
Nottingham Advisors
New York
$732K +$135K +3,650 +23%
VAF
344
Values Added Financial
District of Columbia
$723K +$16.8K +454 +2%
JCM
345
Jacobi Capital Management
Pennsylvania
$720K +$24K +651 +3%
GEA
346
Glen Eagle Advisors
New Jersey
$701K -$626K -16,975 -47%
PWG
347
Portside Wealth Group
Utah
$700K +$29.4K +794 +4%
BFA
348
Brown Financial Advisory
Alabama
$700K -$37.7K -1,022 -5%
MFA
349
McClarren Financial Advisors
Pennsylvania
$697K +$662 +18 +0.1%
RIA
350
Realta Investment Advisors
Delaware
$696K +$27.3K +703 +4%
12 13
14
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