SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$300M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$134M
3
LPL Financial
LPL Financial
California
+$74.8M
4
B
Bridgeworth
Alabama
+$28.4M
5
AWA
Amplius Wealth Advisors
Pennsylvania
+$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$66.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$52.5M
3
AAS
Annex Advisory Services
Wisconsin
-$29.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$27M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
376
Richard W. Paul & Associates
Michigan
$172K +$172K +4,664 New
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$170K +$170K +4,590 New
MCC
378
Money Concepts Capital
Florida
$158K +$158K +4,281 New
IBOK
379
Independence Bank of Kentucky
Kentucky
$156K – – –
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$153K -$14.8K -400 -9%
ASN
381
Advisory Services Network
Georgia
$151K +$151K +4,089 New
Fidelity Investments
382
Fidelity Investments
Massachusetts
$148K +$6.32K +171 +4%
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$145K -$7.58K -205 -5%
BAAM
384
Baker Avenue Asset Management
California
$142K +$142K +3,840 New
TCM
385
TD Capital Management
Tennessee
$142K +$142K +3,828 New
TPCW
386
TD Private Client Wealth
New York
$141K -$133K -3,610 -49%
Qube Research & Technologies (QRT)
387
Qube Research & Technologies (QRT)
United Kingdom
$136K +$128K +3,451 +1,507%
YAL
388
Your Advocates Ltd
Texas
$131K +$12.9K +350 +11%
KFS
389
Kelly Financial Services
Massachusetts
$130K -$155K -4,193 -54%
Bank of Montreal
390
Bank of Montreal
Ontario, Canada
$129K – – –
BAM
391
Belpointe Asset Management
Nevada
$107K -$42.7K -1,154 -29%
AF
392
Advisornet Financial
Minnesota
$98.9K -$998 -27 -1%
USCWA
393
U.S. Capital Wealth Advisors
Texas
$97.8K +$97.8K +2,645 New
AIP
394
Ameritas Investment Partners
Nebraska
$94.6K +$94.6K +2,559 New
William Blair & Company
395
William Blair & Company
Illinois
$89.7K +$2.44K +66 +3%
WBC
396
West Branch Capital
Massachusetts
$86.5K – – –
TIM
397
Tortoise Investment Management
New York
$85.5K – – –
NFSG
398
Newbridge Financial Services Group
Florida
$83.2K +$75.8K +2,051 +1,026%
JWA
399
JFS Wealth Advisors
Pennsylvania
$79.3K +$37 +1 +0%
GEA
400
Glen Eagle Advisors
New Jersey
$77.1K +$77.1K +2,084 New
14 15
16
17 18