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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$657K +$198K +5,097 +43%
IF
352
Intrua Financial
Texas
$657K +$657K +16,914 New
ME
353
McIlrath & Eck
Washington
$649K +$649K +16,699 New
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$647K -$103K -2,656 -14%
TA
355
TKG Advisors
Indiana
$644K -$20.8K -536 -3%
PCG
356
Prosperity Consulting Group
Maryland
$643K +$643K +16,564 New
AF
357
Aldebaran Financial
$642K -$139K -3,569 -18%
ES
358
Eagle Strategies
New York
$640K +$640K +16,475 New
CIAS
359
Capital Investment Advisory Services
North Carolina
$638K +$35.5K +915 +6%
RFN
360
Redwood Financial Network
Ohio
$636K +$126K +3,251 +25%
NA
361
Nottingham Advisors
New York
$628K +$75.9K +1,955 +14%
CCFCSB
362
Cape Cod Five Cents Savings Bank
Massachusetts
$625K +$374K +9,623 +149%
WIC
363
Whitegate Investment Counselors
New Hampshire
$618K +$618K +15,921 New
CWM
364
Cedar Wealth Management
California
$605K -$738 -19 -0.1%
MA
365
MONECO Advisors
Connecticut
$601K +$601K +15,472 New
OC
366
Oppenheimer & Co
New York
$600K +$31.5K +812 +6%
SPA
367
Sentinel Pension Advisors
Massachusetts
$595K +$10.9K +280 +2%
IAP
368
Indie Asset Partners
Indiana
$590K +$590K +15,183 New
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$587K +$353K +9,084 +151%
CA
370
Continuum Advisory
Idaho
$584K -$68.7K -1,769 -11%
Renaissance Technologies
371
Renaissance Technologies
New York
$579K +$579K +14,900 New
NFP
372
Narus Financial Partners
Utah
$576K +$26.9K +692 +5%
FWM
373
Fingerlakes Wealth Management
New York
$575K +$1.01K +26 +0.2%
ST
374
Sentinel Trust
Texas
$574K +$574K +14,769 New
VWA
375
Visionary Wealth Advisors
Illinois
$564K +$564K +14,533 New
13 14
15
16 17