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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
376
Truvestments Capital
Florida
$16K – – –
JGIA
377
Jackson Grant Investment Advisers
Connecticut
$16K +$67 +2 +0.4%
EC
378
EdgeRock Capital
Colorado
$15K +$15K +440 New
LF
379
Lee Financial
Texas
$14K +$67 +2 +0.5%
WWM
380
Wolff Wiese Magana
California
$13K – – –
AWM
381
Accel Wealth Management
Iowa
$13K – – –
HGERS
382
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +407 New
NMG
383
New Millennium Group
Utah
$12K -$550 -16 -4%
CB
384
Community Bank
New York
$12K – – –
M1FG
385
Mach-1 Financial Group
Arkansas
$11K – – –
BTI
386
Blue Trust Inc
Georgia
$11K +$7.2K +193 +189%
EWM
387
EPG Wealth Management
Georgia
$11K +$11K +317 New
TAM
388
Tucker Asset Management
Colorado
$11K +$8.25K +216 +304%
AA
389
Ancora Advisors
Ohio
$10K – – –
ZIG
390
Zullo Investment Group
Pennsylvania
$10K +$1.69K +49 +20%
JPMorgan Chase & Co
391
JPMorgan Chase & Co
New York
$10K +$5.59K +151 +127%
NC
392
NewSquare Capital
Pennsylvania
$10K +$10K +287 New
TFS
393
TrustCore Financial Services
Tennessee
$10K +$10K +295 New
BWL
394
Bogart Wealth LLC
Virginia
$10K +$10K +306 New
US Bancorp
395
US Bancorp
Minnesota
$9K -$7.73K -220 -46%
CAL
396
Capital Advisors Ltd
Ohio
$9K – – –
PAIM
397
Punch & Associates Investment Management
Minnesota
$8K – – –
Qube Research & Technologies (QRT)
398
Qube Research & Technologies (QRT)
United Kingdom
$8K +$7.02K +201 +718%
FA
399
Flagstar Advisors
New York
$7.97K +$7.97K +234 New
TF
400
TimeScale Financial
Massachusetts
$7K +$7K +193 New
14 15
16
17 18