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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
351
Safeguard Financial
Wisconsin
$693K – – –
RSWM
352
Robertson Stephens Wealth Management
California
$687K +$687K +18,630 New
BCM
353
Brookstone Capital Management
Illinois
$685K -$69K -1,945 -9%
CA
354
Continuum Advisory
Idaho
$684K +$129K +3,499 +23%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$683K +$22.1K +599 +3%
SAG
356
SageView Advisory Group
California
$676K -$25.8K -698 -4%
HAC
357
Harbor Advisory Corp
New Hampshire
$675K – – –
RSA
358
River Street Advisors
Illinois
$673K -$21K -570 -3%
SW
359
SVB Wealth
Massachusetts
$672K +$672K +18,220 New
PCIA
360
Prime Capital Investment Advisors
Kansas
$672K -$1.14M -30,929 -63%
FT
361
Fiduciary Trust
Massachusetts
$670K – – –
BFA
362
Bill Few Associates
Pennsylvania
$663K +$25.5K +690 +4%
BCA
363
Bay Colony Advisors
Massachusetts
$663K – – –
WMR
364
Wealth Management Resources
Rhode Island
$660K +$6.24K +169 +1%
MA
365
MONECO Advisors
Connecticut
$660K +$88.7K +2,403 +16%
PIAS
366
PCA Investment Advisory Services
Ohio
$658K -$7.9K -214 -1%
OC
367
Oppenheimer & Co
New York
$658K +$87.4K +2,369 +15%
SPC
368
Sigma Planning Corp
Michigan
$656K -$69.6K -1,885 -10%
TA
369
TKG Advisors
Indiana
$656K +$44.4K +1,203 +7%
CWM
370
Collaborative Wealth Management
Florida
$654K -$28.9K -783 -4%
GBT
371
Grove Bank & Trust
Florida
$650K -$9.37K -254 -1%
AF
372
Aldebaran Financial
$650K +$39.9K +1,081 +7%
FMN
373
Financial Management Network
California
$644K -$33.3K -927 -5%
LSAG
374
Lake Street Advisors Group
New Hampshire
$637K +$9.33K +253 +1%
MI
375
Moneywise Inc
Virginia
$632K -$7.9K -214 -1%
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