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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
376
Gilman Hill Asset Management
Connecticut
$849K – – –
AIS
377
American Investment Services
Massachusetts
$840K – – –
MCM
378
MidAtlantic Capital Management
Virginia
$835K +$835K +19,786 New
T
379
Tidemark
California
$834K +$834K +19,777 New
AC
380
Apella Capital
Connecticut
$833K -$31.6K -776 -4%
GEA
381
Glen Eagle Advisors
New Jersey
$825K +$24.3K +577 +3%
GSEP
382
Golden State Equity Partners
California
$819K +$371K +8,785 +83%
PCIA
383
Prime Capital Investment Advisors
Kansas
$809K +$41.5K +985 +5%
TA
384
TKG Advisors
Indiana
$805K +$55K +1,305 +7%
MFA
385
McClarren Financial Advisors
Pennsylvania
$801K +$1.65K +39 +0.2%
SF
386
Safeguard Financial
Wisconsin
$793K – – –
MA
387
MONECO Advisors
Connecticut
$786K +$32.1K +762 +4%
RSWM
388
Robertson Stephens Wealth Management
California
$786K – – –
LCGC
389
Legacy Capital Group California
California
$782K +$782K +18,549 New
BFEC
390
Benjamin F. Edwards & Company
Missouri
$777K -$4.39K -104 -0.6%
SPIA
391
Steward Partners Investment Advisory
New York
$771K +$156K +3,705 +25%
RSA
392
River Street Advisors
Illinois
$770K +$211 +5 +0%
WSTAM
393
Wilbanks Smith & Thomas Asset Management
Virginia
$768K +$94.3K +2,235 +14%
TRCT
394
Tower Research Capital (TRC)
New York
$764K +$358K +8,480 +88%
BCA
395
Bay Colony Advisors
Massachusetts
$758K – – –
BFA
396
Brown Financial Advisory
Alabama
$755K -$44.3K -1,051 -6%
MWM
397
Meridian Wealth Management
Kentucky
$739K +$86K +2,038 +13%
SW
398
SVB Wealth
Massachusetts
$726K -$42.3K -1,004 -6%
AFM
399
Abbot Financial Management
Massachusetts
$723K +$759 +18 +0.1%
HIA
400
Harbor Investment Advisory
Maryland
$723K +$723K +17,140 New
14 15
16
17 18