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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
426
Lake Point Wealth Management
Texas
$2K – – –
PWMG
427
Prestige Wealth Management Group
New Jersey
$2K – – –
CWP
428
Concord Wealth Partners
Virginia
$2K – – –
HFS
429
Hantz Financial Services
Michigan
$1K -$1.24K -41 -55%
TCWA
430
Ten Capital Wealth Advisors
Washington
$1K – – –
HI
431
Hudock Inc
Pennsylvania
$1K +$159 +7 +19%
CA
432
Crewe Advisors
Utah
$1K +$1K +24 New
LWMNY
433
Landmark Wealth Management (New York)
New York
$206 +$206 +206 New
WIM
434
Westside Investment Management
California
$13 – – –
HIM
435
Hanlon Investment Management
New Jersey
– -$8.13M -181,844 Closed
Amundi
436
Amundi
France
– -$6.44M -146,186 Closed
CI
437
CX Institutional
Indiana
– -$6.23M -139,330 Closed
PFG
438
Pacific Financial Group
Washington
– -$3.52M -79,496 Closed
CA
439
CSM Advisors
Pennsylvania
– -$2.41M -53,868 Closed
NRA
440
NSI Retail Advisors
Pennsylvania
– -$2.37M -52,936 Closed
ARC
441
Advisor Resource Council
Texas
– -$1.77M -39,497 Closed
SFS
442
Sowell Financial Services
Arkansas
– -$1.06M -23,712 Closed
PIA
443
Perennial Investment Advisors
California
– -$268K -5,988 Closed
CFP
444
Curran Financial Partners
South Carolina
– -$261K -5,846 Closed
BNP Paribas Financial Markets
445
BNP Paribas Financial Markets
France
– -$226K -5,061 Closed
AFG
446
Affinia Financial Group
Massachusetts
– -$212K -4,924 Closed
PPA
447
Parametric Portfolio Associates
Washington
– -$217K -4,865 Closed
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
– -$215K -4,818 Closed
MGIA
449
Moneta Group Investment Advisors
Missouri
– -$202K -4,520 Closed
TCWM
450
Total Clarity Wealth Management
Illinois
– -$148K -3,308 Closed
15 16 17
18
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