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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$80K – – –
WBC
352
West Branch Capital
Massachusetts
$80K – – –
TIM
353
Tortoise Investment Management
New York
$79K +$9.05K +265 +13%
JWA
354
JFS Wealth Advisors
Pennsylvania
$73K +$34 +1 +0%
TWA
355
TCI Wealth Advisors
Arizona
$69K +$67.2K +1,961 +3,771%
ANBT
356
American National Bank & Trust
Texas
$68K – – –
OSNBOA
357
Old Second National Bank of Aurora
Illinois
$62K +$1.41K +41 +2%
PP
358
PrairieView Partners
Minnesota
$60K -$2.56K -75 -4%
SPWM
359
Spartan Planning & Wealth Management
North Carolina
$53K -$477 -14 -0.9%
FFA
360
Founders Financial Alliance
North Carolina
$52K +$49.8K +1,453 +2,270%
ACM
361
Absolute Capital Management
Pennsylvania
$50.2K +$50.2K +1,471 New
WTC
362
WhitTier Trust Company
Nevada
$46K – – –
BHWM
363
Bay Harbor Wealth Management
Maryland
$45K -$21.2K -627 -32%
MAM
364
Meeder Asset Management
Ohio
$43K +$27.3K +801 +174%
HIA
365
Harbor Investment Advisory
Maryland
$37K – – –
BA
366
Bellwether Advisors
Nebraska
$34K -$23.8K -716 -41%
CCM
367
Covington Capital Management
California
$31K -$13.4K -399 -30%
FWP
368
FAS Wealth Partners
Kansas
$29K – – –
WT
369
Whittier Trust
California
$26K +$15.2K +450 +141%
Simplex Trading
370
Simplex Trading
Illinois
$25K +$25K +759 New
CFGS
371
Concourse Financial Group Securities
Alabama
$24K – – –
SIC
372
SJS Investment Consulting
Ohio
$23K +$23K +663 New
WPWM
373
Western Pacific Wealth Management
Illinois
$22K +$22K +658 New
CFFP
374
Center for Financial Planning
Michigan
$17K – – –
MHR
375
Matthew Hamilton Rosenberg
$16K -$9.84K -289 -38%
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15
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