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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
376
Ascent Group
Virginia
$1.01M -$114K -2,494 -10%
SCM
377
SOL Capital Management
Maryland
$1.01M +$156K +3,425 +18%
AC
378
Apella Capital
Connecticut
$1.01M +$760 +17 +0.1%
S
379
Sunpointe
Missouri
$997K +$997K +21,916 New
DWM
380
Denver Wealth Management
Colorado
$995K -$46.5K -1,022 -4%
SOS
381
Silver Oak Securities
Tennessee
$993K +$475K +10,489 +92%
GHAM
382
Gilman Hill Asset Management
Connecticut
$991K -$42 -1 -0%
WIA
383
World Investment Advisors
California
$989K +$71.3K +1,567 +8%
FG
384
Fiduciary Group
Georgia
$988K +$32.2K +707 +3%
WFAG
385
Worth Financial Advisory Group
North Carolina
$986K +$23.3K +513 +2%
TA
386
TKG Advisors
Indiana
$947K +$12.2K +267 +1%
KFI
387
Key Financial Inc
Pennsylvania
$942K +$23.2K +510 +3%
ECG
388
EPIQ Capital Group
California
$940K +$22.5K +495 +2%
ACM
389
Armbruster Capital Management
New York
$935K +$222K +4,873 +31%
CF
390
Corrigan Financial
Rhode Island
$935K +$8.65K +190 +0.9%
KFP
391
Keener Financial Planning
Texas
$933K -$36K -792 -4%
MC
392
Moors & Cabot
Massachusetts
$928K +$83.6K +1,836 +10%
HL
393
HeadInvest LLC
Maine
$924K +$924K +20,313 New
BWFA
394
Baltimore-Washington Financial Advisors
Maryland
$917K -$54.3K -1,193 -6%
SWM
395
Seaside Wealth Management
California
$913K -$11.9K -262 -1%
MCC
396
Money Concepts Capital
Florida
$911K -$64.4K -1,415 -7%
BW
397
BIP Wealth
Georgia
$906K -$79.7K -1,751 -8%
AIS
398
American Investment Services
Massachusetts
$903K -$3K -66 -0.3%
SEI Investments
399
SEI Investments
Pennsylvania
$901K -$138K -3,030 -13%
MCM
400
MidAtlantic Capital Management
Virginia
$900K – – –
14 15
16
17 18