SPSM icon

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 %
CCG
401
Coastwise Capital Group
California
$896K +$545K +11,984 +155%
VCP
402
Verus Capital Partners
Arizona
$886K +$30.9K +679 +4%
SIS
403
Sound Income Strategies
Florida
$885K +$845K +18,566 +2,091%
WPC
404
White Pine Capital
Minnesota
$882K +$13.7K +300 +2%
SGWM
405
Sterling Group Wealth Management
California
$872K -$4.18M -91,936 -83%
GAM
406
Gotham Asset Management
New York
$871K +$871K +19,129 New
AWC
407
Adamsbrown Wealth Consultants
Kansas
$869K -$131K -2,881 -13%
EFL
408
ERn Financial LLC
Wisconsin
$866K -$132K -2,902 -13%
FSWA
409
Financial Synergies Wealth Advisors
Texas
$861K -$308K -6,770 -26%
FNWA
410
Financial Network Wealth Advisors
Utah
$853K -$47.8K -1,051 -5%
HGERS
411
Householder Group Estate & Retirement Specialist
Arizona
$852K +$64.4K +1,415 +8%
VAF
412
Values Added Financial
District of Columbia
$852K -$50.3K -1,106 -6%
CA
413
Clearstead Advisors
Ohio
$845K -$16.5K -363 -2%
TWM
414
Trinity Wealth Management
Pennsylvania
$826K +$14.9K +327 +2%
AF
415
Aldebaran Financial
$823K -$15.4K -338 -2%
WHC
416
Wulff, Hansen & Co
California
$820K +$12.1K +265 +1%
CWM
417
Collaborative Wealth Management
Florida
$815K +$34.7K +763 +4%
BEI
418
Benjamin Edwards Inc
Missouri
$806K +$806K +17,719 New
RJT
419
Raymond James Trust
Florida
$803K +$130K +2,863 +19%
GFPC
420
Global Financial Private Client
Florida
$803K -$35.1K -772 -4%
LA
421
Lifeworks Advisors
Michigan
$802K +$443K +9,730 +123%
JIC
422
Johnson Investment Counsel
Ohio
$800K +$262K +5,763 +49%
AFM
423
Abbot Financial Management
Massachusetts
$794K +$11.8K +260 +2%
MA
424
Mutual Advisors
Nebraska
$780K +$254K +5,687 +48%
TAM
425
Titleist Asset Management
Texas
$779K -$1.37K -30 -0.2%
15 16
17
18 19