SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
351
Portside Wealth Group
Utah
$978K +$181K +4,298 +23%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$973K +$870K +20,634 +849%
ECG
353
Edge Capital Group
Georgia
$968K -$724K -17,174 -43%
MWC
354
MBM Wealth Consultants
Missouri
$967K +$63.7K +1,525 +7%
BFC
355
Blue Fin Capital
Rhode Island
$949K +$330K +7,821 +53%
MCM
356
MAI Capital Management
Ohio
$940K +$92.8K +2,200 +11%
SEI Investments
357
SEI Investments
Pennsylvania
$935K +$4.09K +97 +0.4%
AFP
358
Alpha Financial Partners
Kentucky
$935K +$935K +22,169 New
SCM
359
SOL Capital Management
Maryland
$928K +$928K +22,009 New
GFPC
360
Global Financial Private Client
Florida
$927K +$315K +7,458 +51%
FTUS
361
Flow Traders U.S.
New York
$923K +$453K +10,744 +97%
BWFA
362
Baltimore-Washington Financial Advisors
Maryland
$922K -$7.85K -186 -0.8%
SWA
363
Sightline Wealth Advisors
Connecticut
$907K -$73.4K -1,740 -7%
TFA
364
Tranquilli Financial Advisor
New Jersey
$903K +$903K +21,417 New
KFP
365
Keener Financial Planning
Texas
$896K +$896K +21,245 New
KFS
366
Kelly Financial Services
Massachusetts
$896K -$269K -6,369 -23%
FG
367
Fiduciary Group
Georgia
$894K +$630K +14,935 +239%
BFC
368
Bedel Financial Consulting
Indiana
$892K +$52.8K +1,252 +6%
SFS
369
Security Financial Services
Indiana
$871K -$3.4M -80,657 -80%
CF
370
Corrigan Financial
Rhode Island
$864K +$6.03K +143 +0.7%
MWAM
371
Manhattan West Asset Management
California
$862K -$319K -7,555 -27%
SWM
372
Seaside Wealth Management
California
$861K -$89.8K -2,128 -9%
TVAMP
373
Tennessee Valley Asset Management Partners
Tennessee
$860K +$510K +12,088 +146%
JCM
374
Jacobi Capital Management
Pennsylvania
$859K +$35.1K +831 +4%
OC
375
Oppenheimer & Co
New York
$854K +$102K +2,428 +14%
13 14
15
16 17