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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$721K +$299K +7,079 +71%
AF
402
Aldebaran Financial
$717K -$26K -616 -3%
ODIJL
403
One Day In July LLC
Vermont
$716K +$716K +16,986 New
KCPG
404
Kavar Capital Partners Group
Kansas
$716K +$358K +8,488 +100%
VCP
405
Verus Capital Partners
Arizona
$715K +$147K +3,496 +26%
UWM
406
USAdvisors Wealth Management
Minnesota
$714K -$868K -20,581 -55%
FMN
407
Financial Management Network
California
$704K -$25.5K -628 -3%
CWM
408
Collaborative Wealth Management
Florida
$703K -$44.8K -1,061 -6%
CIAS
409
Capital Investment Advisory Services
North Carolina
$692K -$26K -617 -4%
CA
410
Continuum Advisory
Idaho
$692K -$92.8K -2,193 -12%
TWM
411
Trinity Wealth Management
Pennsylvania
$691K +$85.8K +2,034 +14%
VAF
412
Values Added Financial
District of Columbia
$691K -$135K -3,207 -16%
UCFA
413
United Capital Financial Advisors
Texas
$691K -$577K -13,674 -46%
MI
414
Moneywise Inc
Virginia
$690K -$33K -783 -5%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$664K +$80.9K +1,917 +14%
WPC
416
White Pine Capital
Minnesota
$663K +$103K +2,432 +18%
WIA
417
World Investment Advisors
California
$662K +$662K +15,700 New
ME
418
McIlrath & Eck
Washington
$660K -$42.3K -1,004 -6%
PCG
419
Prosperity Consulting Group
Maryland
$659K +$3.59K +85 +0.5%
Simplex Trading
420
Simplex Trading
Illinois
$654K +$654K +15,514 New
SPA
421
Sentinel Pension Advisors
Massachusetts
$651K +$4.64K +110 +0.7%
EFS
422
Econ Financial Services
Pennsylvania
$650K +$650K +15,402 New
CIS
423
Continental Investors Services
Washington
$649K +$14.3K +338 +2%
Fidelity Investments
424
Fidelity Investments
Massachusetts
$639K +$62.6K +1,484 +11%
LA
425
LexAurum Advisors
Kansas
$638K -$21.9K -518 -3%
15 16
17
18 19