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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
VIP
351
Vantage Investment Partners
Missouri
$277K 7,347 +620 +9%
TCM
352
TD Capital Management
Tennessee
$277K 7,330 +3,502 +91%
CWM
353
Catalyst Wealth Management
Georgia
$276K 7,308 -535 -7%
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$275K 7,293 +3,165 +77%
CCM
355
Crew Capital Management
Ohio
$275K 7,288 -20 -0.3%
MAM
356
Mystic Asset Management
Rhode Island
$271K 7,185 +180 +3%
CCM
357
Coldstream Capital Management
Washington
$264K 6,993 -2,289 -25%
ISWM
358
Independent Solutions Wealth Management
New York
$260K 6,886 -305 -4%
CAAM
359
Cornerstone Advisors Asset Management
Pennsylvania
$259K 6,845 – –
AFM
360
Abbot Financial Management
Massachusetts
$254K 6,737 +4 +0.1%
CB
361
Commerce Bank
Missouri
$245K 6,492 -305 -4%
RWM
362
Reston Wealth Management
Virginia
$245K 6,485 +166 +3%
CCFCSB
363
Cape Cod Five Cents Savings Bank
Massachusetts
$245K 6,477 -3,293 -34%
HI
364
Harbour Investments
Wisconsin
$241K 6,377 +155 +2%
VPP
365
Vertex Planning Partners
Illinois
$241K 6,375 -38 -0.6%
AIM
366
Acropolis Investment Management
Missouri
$241K 6,370 – –
ICG
367
InterOcean Capital Group
Tennessee
$240K 6,364 +1 +0%
IWN
368
Independent Wealth Network
Iowa
$239K 6,333 +406 +7%
BG
369
Benedetti & Gucer
Georgia
$235K 6,238 +607 +11%
AWAU
370
Alliance Wealth Advisors (Utah)
Utah
$232K 6,145 -82 -1%
RIA
371
Realta Investment Advisors
Delaware
$229K 6,070 +550 +10%
SF
372
Synovus Financial
Georgia
$229K 6,068 +585 +11%
WSTAM
373
Wilbanks Smith & Thomas Asset Management
Virginia
$227K 6,017 – –
OAP
374
One Advisory Partners
Kansas
$222K 5,871 -45,884 -89%
FHC
375
First Heartland Consultants
Missouri
$222K 5,868 -35 -0.6%
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15
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