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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
401
Capital CS Group
California
$473K +$473K +12,170 New
SPIA
402
Steward Partners Investment Advisory
New York
$471K +$425K +10,947 +919%
DA
403
Detalus Advisors
Missouri
$470K -$520K -13,379 -53%
SL
404
Sentinus LLC
Illinois
$467K -$12.6K -325 -3%
CIAS
405
CFS Investment Advisory Services
New Jersey
$463K +$40.6K +1,045 +10%
AWM
406
Apollon Wealth Management
South Carolina
$461K +$461K +11,859 New
PFG
407
PAX Financial Group
Texas
$459K -$11.9K -307 -3%
STA
408
Summit Trail Advisors
New York
$459K +$459K +11,818 New
LA
409
Latitude Advisors
Florida
$459K -$233 -6 -0.1%
MWM
410
Meridian Wealth Management
Kentucky
$458K +$93.1K +2,396 +26%
KFS
411
Kelly Financial Services
Massachusetts
$454K -$233K -5,999 -34%
MLA
412
My Legacy Advisors
Oregon
$452K +$30.3K +759 +7%
EGA
413
E&G Advisors
Texas
$452K -$13.6K -350 -3%
RWM
414
Reston Wealth Management
Virginia
$451K +$199K +5,130 +79%
MIG
415
McGuire Investment Group
Rhode Island
$441K +$441K +11,357 New
AFAS
416
Acorn Financial Advisory Services
Virginia
$440K -$117 -3 -0%
LA
417
Lynch & Associates
Indiana
$440K +$440K +11,327 New
BRWA
418
B. Riley Wealth Advisors
Florida
$438K +$438K +11,266 New
ICM
419
Islay Capital Management
Texas
$435K -$93.1K -2,398 -18%
SL
420
Salomon & Ludwin
Virginia
$434K +$434K +11,177 New
MA
421
Mutual Advisors
Nebraska
$433K +$433K +11,151 New
WF
422
Welch & Forbes
Massachusetts
$433K +$433K +11,147 New
AWA
423
Arkadios Wealth Advisors
Georgia
$433K -$7.03K -181 -2%
VF
424
Vawter Financial
Ohio
$428K +$428K +11,013 New
FPW
425
Flagship Private Wealth
Massachusetts
$426K -$82.6K -2,126 -16%
15 16
17
18 19