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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
351
Citadel Advisors
Florida
$1.3M -$899K -19,747 -41%
Prudential Financial
352
Prudential Financial
New Jersey
$1.29M +$1.29M +28,425 New
SPC
353
Sigma Planning Corp
Michigan
$1.29M +$942K +20,689 +271%
FHA
354
First Horizon Advisors
Tennessee
$1.28M – – –
KWA
355
Kingswood Wealth Advisors
California
$1.26M +$410K +9,019 +48%
SAA
356
Southeast Asset Advisors
Georgia
$1.24M – – –
EIA
357
Eldridge Investment Advisors
New Hampshire
$1.24M +$155K +3,401 +14%
EWM
358
Empirical Wealth Management
Washington
$1.23M -$4.01K -88 -0.3%
MWC
359
MBM Wealth Consultants
Missouri
$1.22M +$12.5K +275 +1%
PP
360
Pegasus Partners
Wisconsin
$1.2M -$152K -3,339 -11%
MA
361
MONECO Advisors
Connecticut
$1.2M +$265K +5,821 +28%
SA
362
SpiderRock Advisors
Delaware
$1.19M +$1.19M +26,176 New
FT
363
Fiduciary Trust
Massachusetts
$1.19M – – –
CAG
364
Csenge Advisory Group
Florida
$1.17M +$5.2K +115 +0.4%
CCFCSB
365
Cape Cod Five Cents Savings Bank
Massachusetts
$1.17M -$24.3K -535 -2%
T
366
Tidemark
California
$1.16M +$80.8K +1,775 +8%
FPWM
367
FSB Premier Wealth Management
Iowa
$1.16M +$51.3K +1,128 +5%
D.E. Shaw & Co
368
D.E. Shaw & Co
New York
$1.14M -$9.61M -211,080 -89%
NW
369
NewEdge Wealth
Pennsylvania
$1.13M +$1.13M +24,785 New
WAOI
370
Wealth Advisors of Iowa
Iowa
$1.12M +$1.12M +24,544 New
SIC
371
Salem Investment Counselors
North Carolina
$1.06M – – –
ECG
372
Edge Capital Group
Georgia
$1.06M +$33.4K +734 +3%
HCP
373
Hardin Capital Partners
South Carolina
$1.04M +$9.8K +116 +1%
RWM
374
RKL Wealth Management
Pennsylvania
$1.03M +$1.03M +22,640 New
GEA
375
Glen Eagle Advisors
New Jersey
$1.02M +$573K +12,598 +129%
13 14
15
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