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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
376
RBC Europe
United Kingdom
$17K – – –
MAM
377
Meeder Asset Management
Ohio
$17K – – –
JGIA
378
Jackson Grant Investment Advisers
Connecticut
$17K +$71 +2 +0.4%
US Bancorp
379
US Bancorp
Minnesota
$17K +$7.86K +220 +86%
TC
380
Truvestments Capital
Florida
$17K +$17K +473 New
LF
381
Lee Financial
Texas
$15K +$9.09K +251 +154%
PA
382
Parallel Advisors
California
$14K +$11.8K +325 +533%
WWM
383
Wolff Wiese Magana
California
$14K +$11.8K +334 +548%
CB
384
Community Bank
New York
$13K – – –
AWM
385
Accel Wealth Management
Iowa
$13K – – –
NMG
386
New Millennium Group
Utah
$13K +$13K +365 New
ACA
387
Aptus Capital Advisors
Alabama
$12K – – –
WT
388
Whittier Trust
California
$12K +$12K +320 New
AA
389
Ancora Advisors
Ohio
$11K – – –
M1FG
390
Mach-1 Financial Group
Arkansas
$11K +$11K +326 New
SWM
391
Spire Wealth Management
Virginia
$10K -$11.9K -322 -54%
TSWM
392
Tyler-Stone Wealth Management
Ohio
$10K – – –
CAL
393
Capital Advisors Ltd
Ohio
$9K – – –
PAIM
394
Punch & Associates Investment Management
Minnesota
$9K – – –
ZIG
395
Zullo Investment Group
Pennsylvania
$9K +$112 +3 +1%
First Manhattan
396
First Manhattan
New York
$8K – – –
MPCG
397
Matrix Private Capital Group
New York
$7K +$653 +18 +10%
IHWM
398
Iron Horse Wealth Management
Iowa
$6K -$1.28K -34 -18%
SC
399
SouthState Corp
Florida
$6K – – –
SPIA
400
Steward Partners Investment Advisory
New York
$6K – – –
14 15
16
17 18