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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
376
Abbot Financial Management
Massachusetts
$632K +$387K +10,500 +158%
CIAS
377
Capital Investment Advisory Services
North Carolina
$628K +$22.7K +615 +4%
BIP
378
Blueprint Investment Partners
North Carolina
$615K -$160K -4,348 -21%
ME
379
McIlrath & Eck
Washington
$614K -$1.96K -53 -0.3%
BWP
380
Balboa Wealth Partners
Arizona
$602K +$322K +8,730 +115%
BC
381
Brio Consultants
California
$601K -$23.2K -630 -4%
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$589K +$31.8K +862 +6%
WIC
383
Whitegate Investment Counselors
New Hampshire
$588K +$185 +5 +0%
CFG
384
Carr Financial Group
Massachusetts
$584K -$1.14M -30,886 -66%
LA
385
LexAurum Advisors
Kansas
$577K +$73.7K +1,997 +15%
PCG
386
Prosperity Consulting Group
Maryland
$574K -$37.4K -1,014 -6%
MWM
387
Meridian Wealth Management
Kentucky
$571K +$136K +3,698 +31%
QWM
388
QP Wealth Management
New Jersey
$568K -$119K -3,233 -17%
SPA
389
Sentinel Pension Advisors
Massachusetts
$566K +$664 +18 +0.1%
SIA
390
Strategic Investment Advisors
Michigan
$564K +$226K +6,136 +67%
CIS
391
Continental Investors Services
Washington
$555K -$589K -15,962 -51%
PPW
392
Parcion Private Wealth
Washington
$553K +$45.3K +1,228 +9%
IAP
393
Indie Asset Partners
Indiana
$550K -$10.2K -277 -2%
FWM
394
Fingerlakes Wealth Management
New York
$542K -$4.76K -129 -0.9%
BFC
395
Blue Fin Capital
Rhode Island
$541K +$142K +3,840 +35%
SPIA
396
Steward Partners Investment Advisory
New York
$538K +$89.7K +2,431 +20%
PP
397
Patron Partners
Texas
$536K +$536K +14,527 New
HGERS
398
Householder Group Estate & Retirement Specialist
Arizona
$534K +$534K +14,478 New
T
399
TRUADVICE
Florida
$533K -$69.1K -1,929 -11%
TWM
400
Trinity Wealth Management
Pennsylvania
$530K -$694K -18,811 -57%
14 15
16
17 18