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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
Arete Wealth Advisors
Illinois
$1.86M -$7.3K -162 -0.4%
AWA
327
Alta Wealth Advisors
Massachusetts
$1.86M +$188K +4,176 +11%
GSIS
328
Global Strategic Investment Solutions
Arizona
$1.85M -$14.3K -319 -0.8%
NAS
329
Nicolet Advisory Services
Wisconsin
$1.84M +$1.84M +41,583 New
UCFA
330
United Capital Financial Advisors
Texas
$1.83M +$1.2M +26,640 +188%
AF
331
Advisornet Financial
Minnesota
$1.83M +$178K +3,958 +11%
NRA
332
NSI Retail Advisors
Pennsylvania
$1.8M – – –
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$1.8M +$36.2K +806 +2%
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$1.79M -$81.3K -1,810 -4%
IA
335
IFG Advisory
Georgia
$1.78M +$59.1K +1,316 +3%
BIP
336
Blueprint Investment Partners
North Carolina
$1.77M -$837K -18,634 -32%
CWP
337
Cyndeo Wealth Partners
Florida
$1.76M +$125K +2,779 +8%
CGA
338
Crescent Grove Advisors
Illinois
$1.76M +$270 +6 +0%
IF
339
Integrity Financial
Wyoming
$1.74M +$13.5K +300 +0.8%
HSWS
340
Higgins & Schmidt Wealth Strategies
Colorado
$1.73M -$3.24M -72,117 -65%
OPS
341
Orion Portfolio Solutions
Nebraska
$1.72M +$112K +2,493 +7%
BCI
342
Brinker Capital Investments
Pennsylvania
$1.72M +$112K +2,493 +7%
EWA
343
EP Wealth Advisors
California
$1.72M -$1.02M -22,735 -37%
NGA
344
Naples Global Advisors
Florida
$1.72M +$56K +1,247 +3%
CWMGP
345
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.7M +$1.45M +32,380 +595%
MSA
346
Marathon Strategic Advisors
Pennsylvania
$1.69M +$69.9K +1,557 +4%
FG
347
Fiduciary Group
Georgia
$1.68M +$703K +15,659 +72%
FA
348
FF Advisors
California
$1.67M -$374K -7,835 -18%
TDWM
349
Topel & Distasi Wealth Management
California
$1.67M -$277K -6,161 -14%
MCM
350
MAI Capital Management
Ohio
$1.62M +$133K +2,958 +9%
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