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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
376
Tidemark
California
$842K -$9.6K -223 -1%
PWP
377
Precedent Wealth Partners
Texas
$837K +$306K +7,114 +58%
KFS
378
Kelly Financial Services
Massachusetts
$833K -$81.2K -1,887 -9%
VAF
379
Values Added Financial
District of Columbia
$832K +$126K +2,933 +18%
TAM
380
Titleist Asset Management
Texas
$829K -$202K -4,683 -20%
MFA
381
McClarren Financial Advisors
Pennsylvania
$821K +$3.19K +74 +0.4%
TA
382
TKG Advisors
Indiana
$818K -$3.49K -81 -0.4%
SCM
383
SOL Capital Management
Maryland
$815K -$132K -3,065 -14%
SF
384
Safeguard Financial
Wisconsin
$809K – – –
WFAG
385
Worth Financial Advisory Group
North Carolina
$808K +$249K +5,794 +45%
SPIA
386
Steward Partners Investment Advisory
New York
$805K +$18.7K +434 +2%
MA
387
MONECO Advisors
Connecticut
$802K -$43 -1 -0%
RSWM
388
Robertson Stephens Wealth Management
California
$802K – – –
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$797K +$13.6K +316 +2%
MCC
390
Money Concepts Capital
Florida
$780K +$177K +4,122 +29%
WPC
391
White Pine Capital
Minnesota
$776K +$137K +3,360 +21%
Two Sigma Advisers
392
Two Sigma Advisers
New York
$770K -$439K -10,200 -36%
KFI
393
Key Financial Inc
Pennsylvania
$769K +$216K +5,021 +39%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$768K -$24K -557 -3%
CWM
395
Collaborative Wealth Management
Florida
$759K +$41.7K +969 +6%
BCA
396
Bay Colony Advisors
Massachusetts
$755K -$18.9K -438 -2%
HIC
397
Hartline Investment Corp
Illinois
$755K +$755K +17,537 New
VCP
398
Verus Capital Partners
Arizona
$748K +$18.1K +421 +2%
SL
399
Sentinus LLC
Illinois
$742K +$742K +17,248 New
AFM
400
Abbot Financial Management
Massachusetts
$739K +$1.25K +29 +0.2%
14 15
16
17 18