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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
326
Lunt Capital Management
Utah
$1.29M +$70.7K +1,675 +6%
William Blair & Company
327
William Blair & Company
Illinois
$1.28M +$42.8K +1,014 +3%
BW
328
BIP Wealth
Georgia
$1.22M -$60.3K -1,430 -5%
Two Sigma Advisers
329
Two Sigma Advisers
New York
$1.19M -$1.92M -45,500 -62%
CAG
330
Csenge Advisory Group
Florida
$1.17M +$31.6K +748 +3%
MWM
331
Modera Wealth Management
New Jersey
$1.17M -$34.7K -823 -3%
MSA
332
Marathon Strategic Advisors
Pennsylvania
$1.17M +$1.17M +27,648 New
SAA
333
Southeast Asset Advisors
Georgia
$1.15M – – –
SFP
334
Shepherd Financial Partners
Massachusetts
$1.15M +$1.35K +32 +0.1%
CCFCSB
335
Cape Cod Five Cents Savings Bank
Massachusetts
$1.15M -$141K -3,333 -11%
EWM
336
Empirical Wealth Management
Washington
$1.14M +$42.8K +1,014 +4%
OWA
337
Outlook Wealth Advisors
Texas
$1.12M +$64.2K +1,522 +6%
FT
338
Fiduciary Trust
Massachusetts
$1.1M +$335K +7,940 +44%
AWC
339
Adamsbrown Wealth Consultants
Kansas
$1.09M -$715K -16,954 -40%
AIP
340
ARS Investment Partners
New York
$1.09M +$7.59K +180 +0.7%
WAOI
341
Wealth Advisors of Iowa
Iowa
$1.05M -$10.2K -241 -1%
WMR
342
Wealth Management Resources
Rhode Island
$1.04M +$282K +6,692 +37%
RIA
343
Realta Investment Advisors
Delaware
$1.02M +$264K +6,261 +35%
FFA
344
Farther Finance Advisors
California
$1.02M -$608K -14,415 -37%
BSW
345
Buckingham Strategic Wealth
Missouri
$1.02M -$194K -4,588 -16%
FPWM
346
FSB Premier Wealth Management
Iowa
$1.01M +$3K +71 +0.3%
TAM
347
Titleist Asset Management
Texas
$1.01M -$9.24K -219 -0.9%
SIC
348
Salem Investment Counselors
North Carolina
$1M – – –
BFA
349
Bill Few Associates
Pennsylvania
$997K +$239K +5,655 +31%
WA
350
Waverly Advisors
Alabama
$991K +$991K +23,490 New
12 13
14
15 16