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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
326
Comerica Bank
Texas
$1.53M +$18.2K +399 +1%
LIA
327
LBMC Investment Advisors
Tennessee
$1.51M – – –
NF
328
Nikulski Financial
Iowa
$1.51M -$31.6K -694 -2%
MCM
329
MAI Capital Management
Ohio
$1.51M +$546 +12 +0%
Fidelity Investments
330
Fidelity Investments
Massachusetts
$1.47M +$97.2K +2,136 +7%
SP
331
Stablepoint Partners
Massachusetts
$1.45M +$190K +4,174 +15%
Lido Advisors
332
Lido Advisors
California
$1.42M +$69.9K +1,536 +5%
ACA
333
Aptus Capital Advisors
Alabama
$1.42M +$725K +15,938 +105%
ACP
334
Aveo Capital Partners
Colorado
$1.41M -$105K -2,301 -7%
BFC
335
Blue Fin Capital
Rhode Island
$1.4M +$223K +4,894 +19%
TCM
336
TD Capital Management
Tennessee
$1.4M -$4.28K -94 -0.3%
SPIA
337
Steward Partners Investment Advisory
New York
$1.39M +$572K +12,565 +70%
WPP
338
Whalerock Point Partners
Rhode Island
$1.39M – – –
RFS
339
Richardson Financial Services
Massachusetts
$1.38M +$39.3K +944 +3%
CA
340
CoreCap Advisors
Michigan
$1.35M +$77.1K +1,695 +6%
IWS
341
Integrity Wealth Solutions
Colorado
$1.35M -$160K -3,521 -11%
CRI
342
Colonial River Investments
Virginia
$1.33M -$34.6K -761 -3%
AIP
343
ARS Investment Partners
New York
$1.32M +$158K +3,479 +14%
OGF
344
Orin Green Financial
California
$1.32M -$93.2K -2,047 -7%
BFC
345
Bedel Financial Consulting
Indiana
$1.31M +$58.9K +1,295 +5%
PWM
346
Penobscot Wealth Management
Maine
$1.31M -$93.8K -2,061 -7%
WMR
347
Wealth Management Resources
Rhode Island
$1.31M +$23.1K +508 +2%
RSA
348
River Street Advisors
Illinois
$1.31M +$81.9K +1,799 +7%
PRS
349
Pinkerton Retirement Specialists
Idaho
$1.3M -$9.97K -219 -0.8%
MWM
350
Modera Wealth Management
New Jersey
$1.3M +$87.1K +1,913 +7%
12 13
14
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