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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
426
Bellwether Advisors
Nebraska
$25.9K 685 -115 -14%
SS
427
Sunbelt Securities
Texas
$22.9K 618 +618 New
CIA
428
Cape Investment Advisory
Georgia
$19.2K 509 +509 New
CFFP
429
Center for Financial Planning
Michigan
$18.9K 500 – –
JGIA
430
Jackson Grant Investment Advisers
Connecticut
$18.3K 484 +2 +0.4%
MHR
431
Matthew Hamilton Rosenberg
$17.8K 470 – –
Citigroup
432
Citigroup
New York
$17.5K 463 +463 New
WP
433
WealthPLAN Partners
Nebraska
$16.2K 428 +428 New
WWM
434
Wolff Wiese Magana
California
$14.9K 395 – –
EWA
435
EverSource Wealth Advisors
Alabama
$14.8K 393 +194 +97%
NECFA
436
New England Capital Financial Advisors
Connecticut
$14.1K 374 +1 +0.3%
CB
437
Community Bank
New York
$13.8K 365 – –
AWM
438
Accel Wealth Management
Iowa
$13.2K 350 – –
WT
439
Washington Trust
Rhode Island
$12.7K 335 – –
WIM
440
Westside Investment Management
California
$12.5K 331 – –
EWM
441
EPG Wealth Management
Georgia
$12K 317 – –
ACA
442
Aptus Capital Advisors
Alabama
$11.6K 308 – –
AA
443
Ancora Advisors
Ohio
$11.4K 302 – –
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.1K 294 +33 +13%
Commonwealth Equity Services
445
Commonwealth Equity Services
Massachusetts
$10.5K 277,707 -82,754 -23%
US Bancorp
446
US Bancorp
Minnesota
$10.1K 267 +11 +4%
SIC
447
SJS Investment Consulting
Ohio
$9.48K 251 -412 -62%
SWM
448
Spire Wealth Management
Virginia
$9.43K 250 +1 +0.4%
PAIM
449
Punch & Associates Investment Management
Minnesota
$9.03K 239 – –
AAS
450
Ameritas Advisory Services
Nebraska
$8.99K 238 +238 New
16 17
18
19 20