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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$222K 5,865 -89 -1%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$219K 5,794 -41 -0.7%
UFA
378
US Financial Advisors
Massachusetts
$217K 5,741 +5,741 New
SG
379
StoneX Group
New York
$213K 5,639 +5,639 New
PVI
380
Pine Valley Investments
New Jersey
$213K 5,905 +5,905 New
SL
381
SWMG LLC
Texas
$213K 5,629 +163 +3%
MM
382
Meridian Management
Arkansas
$211K 5,593 +5,593 New
KPWS
383
Kestra Private Wealth Services
Texas
$210K 5,564 +5,564 New
CFGSD
384
Compass Financial Group (South Dakota)
South Dakota
$206K 5,451 -448 -8%
SEA
385
Stegent Equity Advisors
Texas
$205K 5,419 – –
Fidelity Investments
386
Fidelity Investments
Massachusetts
$200K 5,291 +1,292 +32%
AWM
387
Angeles Wealth Management
California
$193K 5,099 – –
CT
388
Colonial Trust
South Carolina
$189K 5,000 – –
AIM
389
Anchor Investment Management
South Carolina
$189K 5,000 – –
CFD
390
Creative Financial Designs
Indiana
$177K 4,690 -42 -0.9%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$173K 4,591 +1 +0%
IBOK
392
Independence Bank of Kentucky
Kentucky
$160K 4,233 – –
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$148K 3,910 – –
TFGT
394
TS Financial Group (TSFG)
Illinois
$144K 3,801 -1,681 -31%
TPCW
395
TD Private Client Wealth
New York
$142K 3,757 -54 -1%
BAM
396
Belpointe Asset Management
Nevada
$139K 3,685 +798 +28%
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$131K 3,469 – –
ASN
398
Advisory Services Network
Georgia
$123K 3,251 -838 -20%
CP
399
Castleview Partners
Texas
$117K 3,099 +1,982 +177%
BAAM
400
Baker Avenue Asset Management
California
$114K 3,012 -828 -22%
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