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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
376
Bedel Financial Consulting
Indiana
$1.37M +$28.8K +619 +2%
WPP
377
Whalerock Point Partners
Rhode Island
$1.37M – – –
TA
378
TKG Advisors
Indiana
$1.36M +$393K +8,449 +41%
CB
379
Commerce Bank
Missouri
$1.36M -$390K -8,678 -22%
AIP
380
ARS Investment Partners
New York
$1.35M +$50.2K +1,118 +4%
RFG
381
Range Financial Group
Oregon
$1.34M +$825K +18,368 +160%
SPC
382
Sigma Planning Corp
Michigan
$1.33M +$58.1K +1,293 +5%
IWS
383
Integrity Wealth Solutions
Colorado
$1.33M -$5.26K -117 -0.4%
ACP
384
Aveo Capital Partners
Colorado
$1.32M -$70.2K -1,562 -5%
Comerica Bank
385
Comerica Bank
Texas
$1.32M -$191K -4,259 -13%
EWM
386
Empirical Wealth Management
Washington
$1.29M +$76.9K +1,713 +6%
PRS
387
Pinkerton Retirement Specialists
Idaho
$1.29M – – –
RFS
388
Richardson Financial Services
Massachusetts
$1.29M -$202K -4,504 -14%
KCAM
389
Kagan Cocozza Asset Management
New Jersey
$1.28M +$1.28M +28,533 New
PWP
390
Precedent Wealth Partners
Texas
$1.27M -$1.7M -37,873 -57%
FHA
391
First Horizon Advisors
Tennessee
$1.26M – – –
SOS
392
Silver Oak Securities
Tennessee
$1.26M +$277K +6,167 +28%
MWC
393
MBM Wealth Consultants
Missouri
$1.26M +$55K +1,225 +5%
PWM
394
Penobscot Wealth Management
Maine
$1.25M -$50.5K -1,123 -4%
OGF
395
Orin Green Financial
California
$1.24M -$1.32M -28,934 Closed
SAA
396
Southeast Asset Advisors
Georgia
$1.23M – – –
BlackRock
397
BlackRock
New York
$1.21M +$1.21M +26,842 New
CAG
398
Csenge Advisory Group
Florida
$1.19M +$22.7K +505 +2%
FT
399
Fiduciary Trust
Massachusetts
$1.17M – – –
GAM
400
Gotham Asset Management
New York
$1.17M +$313K +6,961 +36%
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16
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