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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$165M
2
LPL Financial
LPL Financial
California
$596M
3
Bank of America
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
AssetMark Inc
California
$29.1M
5
MCC
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
376
World Equity Group
Illinois
$556K +$35.5K +913 +7%
MSAM
377
Moloney Securities Asset Management
Missouri
$554K +$213K +5,494 +63%
BA
378
Ballast Advisors
Minnesota
$548K +$548K +14,098 New
UFA
379
US Financial Advisors
Massachusetts
$547K +$324K +8,330 +145%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$545K -$3.92M -100,961 -88%
TWD
381
True Wealth Design
Ohio
$544K +$544K +14,006 New
BCFS
382
Butensky & Cohen Financial Security
Florida
$539K +$24.9K +640 +5%
CFGS
383
Concourse Financial Group Securities
Alabama
$538K +$511K +13,153 +1,901%
BBA
384
BLB&B Advisors
Pennsylvania
$537K +$537K +13,835 New
PPW
385
Parcion Private Wealth
Washington
$535K +$535K +13,764 New
LA
386
LexAurum Advisors
Kansas
$530K +$530K +13,638 New
CA
387
CGN Advisors
Kansas
$523K +$19K +490 +4%
OWA
388
Outlook Wealth Advisors
Texas
$523K -$188K -4,846 -26%
SHGA
389
Sand Hill Global Advisors
California
$521K +$521K +13,406 New
WPC
390
White Pine Capital
Minnesota
$516K +$516K +13,298 New
PAG
391
Paladin Advisory Group
Iowa
$514K +$21.7K +558 +4%
BPA
392
Beacon Pointe Advisors
California
$507K +$507K +13,054 New
RCA
393
Ranch Capital Advisors
Florida
$504K +$58.8K +1,514 +13%
CPA
394
Capital Planning Advisors
California
$501K -$55.4K -1,427 -10%
SCA
395
Sandy Cove Advisors
Massachusetts
$490K +$490K +12,620 New
TCM
396
Triumph Capital Management
Colorado
$488K +$488K +12,562 New
Fidelity Investments
397
Fidelity Investments
Massachusetts
$483K +$278K +7,153 +135%
BPFA
398
Barnes Pettey Financial Advisors
Mississippi
$479K – – –
SFG
399
Sunburst Financial Group
Alabama
$478K – – –
SFC
400
Strategic Financial Concepts
Texas
$474K +$474K +12,204 New
14 15
16
17 18