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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
351
Shoker Investment Counsel
Ohio
$1.61M +$7.55K +168 +0.5%
Renaissance Technologies
352
Renaissance Technologies
New York
$1.59M +$1.59M +35,500 New
ACA
353
Aptus Capital Advisors
Alabama
$1.59M +$189K +4,207 +13%
SB
354
Strategic Blueprint
Georgia
$1.56M -$22.1K -492 -1%
SAMC
355
Spectrum Asset Management (California)
California
$1.56M +$1.56M +34,639 New
CAM
356
Cresset Asset Management
Illinois
$1.55M -$898K -19,999 -37%
LGA
357
Lebenthal Global Advisors
New York
$1.55M +$22.4K +499 +1%
SA
358
Scarborough Advisors
Maryland
$1.54M -$4.39M -97,750 -74%
CAGAS
359
Capital Advisory Group Advisory Services
Minnesota
$1.52M -$35.7K -795 -2%
LIA
360
LBMC Investment Advisors
Tennessee
$1.52M +$24.3K +540 +2%
SFG
361
Stonebridge Financial Group
Pennsylvania
$1.51M +$1.51M +33,642 New
NB
362
Northwest Bancshares
Pennsylvania
$1.5M -$52.1K -1,160 -3%
SP
363
Stablepoint Partners
Massachusetts
$1.49M +$60.8K +1,354 +4%
NF
364
Nikulski Financial
Iowa
$1.47M -$15.1K -336 -1%
LKWM
365
Lee-Kelleher Wealth Management
Maryland
$1.47M +$1.47M +32,643 New
ECM
366
Elgethun Capital Management
South Dakota
$1.47M +$1.47M +32,640 New
SL
367
Sentinus LLC
Illinois
$1.46M +$815K +21,425 +126%
GEA
368
Glen Eagle Advisors
New Jersey
$1.46M +$457K +10,183 +45%
NW
369
NewEdge Wealth
Pennsylvania
$1.43M +$319K +7,098 +29%
WIA
370
World Investment Advisors
California
$1.4M +$428K +9,520 +44%
KWA
371
Kingswood Wealth Advisors
California
$1.4M +$155K +3,455 +12%
DAM
372
Deltec Asset Management
New York
$1.39M +$1.39M +31,000 New
CA
373
CoreCap Advisors
Michigan
$1.39M +$53.9K +1,200 +4%
TCM
374
TD Capital Management
Tennessee
$1.38M -$3.37K -75 -0.2%
BFC
375
Blue Fin Capital
Rhode Island
$1.38M -$6.15K -137 -0.4%
13 14
15
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