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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 %
CCFCSB
401
Cape Cod Five Cents Savings Bank
Massachusetts
$1.17M – – –
HL
402
HeadInvest LLC
Maine
$1.16M +$250K +5,570 +27%
GC
403
Guidance Capital
Kentucky
$1.15M +$1.15M +24,765 New
FPWM
404
FSB Premier Wealth Management
Iowa
$1.15M +$6.6K +147 +0.6%
EIA
405
Eldridge Investment Advisors
New Hampshire
$1.14M -$82.5K -1,837 -7%
CCM
406
Canal Capital Management
Virginia
$1.13M +$1.13M +25,228 New
AGDI
407
Absolute Gestao de Investimentos
Brazil
$1.12M +$1.12M +25,000 New
CRI
408
Colonial River Investments
Virginia
$1.11M -$199K -4,428 -15%
AWA
409
AGH Wealth Advisors
Kansas
$1.11M +$1.11M +24,688 New
T
410
Tidemark
California
$1.1M -$39.1K -871 -3%
RSA
411
River Street Advisors
Illinois
$1.1M -$189K -4,208 -15%
ECG
412
Edge Capital Group
Georgia
$1.09M +$45.8K +1,019 +4%
DFA
413
Davies Financial Advisors
California
$1.08M +$445K +9,908 +70%
SWTS
414
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.08M +$1.08M +24,059 New
HCP
415
Hardin Capital Partners
South Carolina
$1.07M -$1.31K -15 -0.1%
GHAM
416
Gilman Hill Asset Management
Connecticut
$1.06M +$225 +5 +0%
SIC
417
Salem Investment Counselors
North Carolina
$1.05M – – –
ACM
418
Armbruster Capital Management
New York
$1.05M +$125K +2,789 +14%
WAOI
419
Wealth Advisors of Iowa
Iowa
$1.05M -$55.9K -1,244 -5%
SCM
420
SOL Capital Management
Maryland
$1.04M +$41.5K +925 +4%
ECG
421
EPIQ Capital Group
California
$1.02M +$92.9K +2,069 +10%
VAF
422
Values Added Financial
District of Columbia
$1.02M +$179K +3,979 +21%
AC
423
Apella Capital
Connecticut
$1.01M +$2.34K +52 +0.2%
RIG
424
RiverFront Investment Group
Virginia
$1M -$699K -15,563 -41%
MC
425
Moors & Cabot
Massachusetts
$997K +$80.7K +1,796 +9%
15 16
17
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