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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
426
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K +$1K +30 New
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
$178 +$122 +3,262 +220%
WIM
428
Westside Investment Management
California
$11 – – –
PWP
429
Personal Wealth Partners
Minnesota
– -$15.4M -365,866 Closed
TI
430
Tidal Investments
Wisconsin
– -$13.5M -322,001 Closed
ODFS
431
O'Donnell Financial Services
California
– -$7.77M -184,726 Closed
TF
432
TLWM Financial
Texas
– -$7.49M -178,088 Closed
BOC
433
Bull Oak Capital
California
– -$4.57M -108,632 Closed
FZCM
434
Flynn Zito Capital Management
New York
– -$3.92M -93,132 Closed
Jane Street
435
Jane Street
New York
– -$3.18M -75,663 Closed
MFA
436
McClarren Financial Advisors
Pennsylvania
– -$966K -23,029 Closed
OMC
437
Old Mission Capital
Illinois
– -$880K -20,925 Closed
FA
438
Fiducient Advisors
Illinois
– -$606K -14,401 Closed
CCFCSB
439
Cape Cod Five Cents Savings Bank
Massachusetts
– -$412K -9,792 Closed
FF
440
Financial Futures
New Jersey
– -$381K -9,058 Closed
CAC
441
Certified Advisory Corp
Florida
– -$299K -7,114 Closed
SPC
442
Sigma Planning Corp
Michigan
– -$262K -6,233 Closed
NAS
443
Nicolet Advisory Services
Wisconsin
– -$250K -6,146 Closed
PAG
444
Paladin Advisory Group
Iowa
– -$259K -6,096 Closed
BAG
445
Briggs Advisory Group
Rhode Island
– -$247K -5,875 Closed
9WM
446
9258 Wealth Management
Ohio
– -$247K -5,869 Closed
BPA
447
Beacon Pointe Advisors
California
– -$238K -5,666 Closed
PFA
448
Pinnacle Family Advisors
Missouri
– -$232K -5,508 Closed
VHAM
449
Van Hulzen Asset Management
California
– -$231K -5,499 Closed
KCPG
450
Kavar Capital Partners Group
Kansas
– -$228K -5,420 Closed
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