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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
CGN Advisors
Kansas
$529K +$32.2K +872 +6%
GFPC
402
Global Financial Private Client
Florida
$528K +$237K +6,510 +81%
RCA
403
Ranch Capital Advisors
Florida
$526K +$46.6K +1,264 +10%
UFA
404
US Financial Advisors
Massachusetts
$524K +$5.28K +143 +1%
Lido Advisors
405
Lido Advisors
California
$514K +$228K +6,178 +80%
BPA
406
Beacon Pointe Advisors
California
$513K +$30.9K +838 +6%
BBA
407
BLB&B Advisors
Pennsylvania
$511K – – –
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$510K -$114K -3,092 -18%
EIA
409
Eldridge Investment Advisors
New Hampshire
$510K -$789K -21,369 -61%
BCFS
410
Butensky & Cohen Financial Security
Florida
$509K -$3.32K -90 -0.6%
RFN
411
Redwood Financial Network
Ohio
$507K -$97K -2,629 -16%
Fidelity Investments
412
Fidelity Investments
Massachusetts
$504K +$45.1K +1,222 +10%
ICP
413
Interchange Capital Partners
Pennsylvania
$502K +$502K +8,919 New
CFGS
414
Concourse Financial Group Securities
Alabama
$502K -$8.71K -236 -2%
TWD
415
True Wealth Design
Ohio
$501K -$16.3K -442 -3%
PSF
416
Pacific Sun Financial
California
$500K +$500K +13,557 New
ZCM
417
Ziegler Capital Management
Illinois
$498K +$225K +6,099 +82%
VWA
418
Visionary Wealth Advisors
Illinois
$498K -$38.6K -1,045 -7%
VCP
419
Verus Capital Partners
Arizona
$497K +$103K +2,789 +26%
SHGA
420
Sand Hill Global Advisors
California
$495K – – –
NFP
421
Narus Financial Partners
Utah
$494K -$53.4K -1,448 -10%
WPC
422
White Pine Capital
Minnesota
$491K – – –
CFB
423
Cullen/Frost Bankers
Texas
$490K +$490K +13,270 New
PFS
424
Prospera Financial Services
Texas
$486K +$148K +4,006 +44%
SFG
425
Sovereign Financial Group
Connecticut
$486K -$533K -14,440 -52%
15 16
17
18 19