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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Hudock Inc
Pennsylvania
$1K – – –
HFS
427
Hantz Financial Services
Michigan
$1K – – –
FHC
428
First Heartland Consultants
Missouri
$200 +$1 +35 +0.6%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$127 -$47 -1,275 -27%
WIM
430
Westside Investment Management
California
$11 – – –
ARC
431
Advisor Resource Council
Texas
– -$1.71M -47,547 Closed
LC
432
Legacy CG
Texas
– -$986K -27,391 Closed
SIA
433
Strategic Investment Advisors
Michigan
– -$683K -18,973 Closed
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
– -$639K -17,770 Closed
CFAM
435
Center For Asset Management
Florida
– -$290K -8,065 Closed
PCIA
436
Prime Capital Investment Advisors
Kansas
– -$288K -8,008 Closed
BRWA
437
B. Riley Wealth Advisors
Florida
– -$275K -7,626 Closed
SA
438
Stewardship Advisors
Pennsylvania
– -$270K -7,514 Closed
KCIA
439
Kingsbury Capital Investment Advisors
Illinois
– -$241K -6,688 Closed
FCC
440
Flower City Capital
New York
– -$229K -6,351 Closed
MP
441
McDonald Partners
Ohio
– -$213K -5,906 Closed
TPA
442
Trivium Point Advisory
Connecticut
– -$209K -5,706 Closed
IWN
443
Independent Wealth Network
Iowa
– -$200K -5,564 Closed
BG
444
Benedetti & Gucer
Georgia
– -$209K -5,300 Closed
BFPW
445
BOK Financial Private Wealth
Colorado
– -$73K -2,033 Closed
RIM
446
Rockbridge Investment Management
New York
– -$67K -1,862 Closed
TCWM
447
Total Clarity Wealth Management
Illinois
– -$51K -1,424 Closed
CMP
448
Coston McIsaac & Partners
Maine
– -$51K -1,416 Closed
ADL
449
Asset Dedication LLC
California
– -$44K -1,235 Closed
SSB
450
Sandy Spring Bank
Maryland
– -$38K -1,068 Closed
15 16 17
18
19