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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
351
Tortoise Investment Management
New York
$74K -$37K -1,023 -33%
BFPW
352
BOK Financial Private Wealth
Colorado
$73K +$73K +2,033 New
ANBT
353
American National Bank & Trust
Texas
$72K – – –
BHWM
354
Bay Harbor Wealth Management
Maryland
$70K +$5.98K +167 +9%
RIM
355
Rockbridge Investment Management
New York
$67K +$72 +2 +0.1%
PP
356
PrairieView Partners
Minnesota
$66K – – –
OSNBOA
357
Old Second National Bank of Aurora
Illinois
$64K +$435 +12 +0.7%
BA
358
Bellwether Advisors
Nebraska
$62K – – –
SPWM
359
Spartan Planning & Wealth Management
North Carolina
$56K +$535 +15 +1%
CMP
360
Coston McIsaac & Partners
Maine
$51K +$51K +1,416 New
TCWM
361
Total Clarity Wealth Management
Illinois
$51K +$51K +1,424 New
WTC
362
WhitTier Trust Company
Nevada
$48K +$48K +1,345 New
CCM
363
Covington Capital Management
California
$47K -$9.23K -259 -16%
ADL
364
Asset Dedication LLC
California
$44K – – –
HIA
365
Harbor Investment Advisory
Maryland
$39K +$39K +1,097 New
SSB
366
Sandy Spring Bank
Maryland
$38K – – –
HWMA
367
Heritage Wealth Management (Arizona)
Arizona
$32.2K -$19.8K -549 -38%
FWP
368
FAS Wealth Partners
Kansas
$31K – – –
GLLW
369
Graves Light Lenhart Wealth
Virginia
$29K – – –
MHR
370
Matthew Hamilton Rosenberg
$28K +$10.7K +289 +61%
AIA
371
Armor Investment Advisors
North Carolina
$26K -$31.9K -900 -55%
CFGS
372
Concourse Financial Group Securities
Alabama
$25K -$723 -20 -3%
CFFP
373
Center for Financial Planning
Michigan
$18K – – –
CWP
374
Concord Wealth Partners
Virginia
$18K +$16.2K +458 +881%
VVP
375
Venture Visionary Partners
Ohio
$17.4K +$17.4K +484 New
13 14
15
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