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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
351
Alliance Wealth Advisors (Utah)
Utah
$230K +$230K +6,227 New
HI
352
Harbour Investments
Wisconsin
$230K -$17.6K -475 -7%
KIA
353
KLR Investment Advisors
Rhode Island
$227K +$227K +6,128 New
LWMG
354
Levy Wealth Management Group
Pennsylvania
$223K +$223K +6,033 New
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$222K – – –
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
$220K -$2.07K -56 -0.9%
KFI
357
Key Financial Inc
Pennsylvania
$220K – – –
IWN
358
Independent Wealth Network
Iowa
$219K +$219K +5,927 New
FHC
359
First Heartland Consultants
Missouri
$218K +$148 +4 +0.1%
CFGSD
360
Compass Financial Group (South Dakota)
South Dakota
$218K +$218K +5,899 New
MCWS
361
McKinley Carter Wealth Services
West Virginia
$216K -$11.2K -302 -5%
BG
362
Benedetti & Gucer
Georgia
$209K +$209K +5,631 New
SIA
363
Strategic Investment Advisors
Michigan
$208K +$208K +5,614 New
RIA
364
Realta Investment Advisors
Delaware
$204K -$10.4K -280 -5%
TFGT
365
TS Financial Group (TSFG)
Illinois
$203K -$4.41K -119 -2%
SF
366
Synovus Financial
Georgia
$203K +$203K +5,483 New
SL
367
SWMG LLC
Texas
$202K -$175K -4,743 -46%
CA
368
Cetera Advisors
Colorado
$201K +$201K +5,428 New
SEA
369
Stegent Equity Advisors
Texas
$200K -$143K -3,870 -42%
CF
370
Centaurus Financial
California
$195K -$7.61K -206 -4%
AWM
371
Angeles Wealth Management
California
$189K – – –
AIM
372
Anchor Investment Management
South Carolina
$185K – – –
CT
373
Colonial Trust
South Carolina
$185K +$185K +5,000 New
CWP
374
Concord Wealth Partners
Virginia
$177K +$177K +4,782 New
CFD
375
Creative Financial Designs
Indiana
$175K +$37 +1 +0%
13 14
15
16 17