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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$165M
2
LPL Financial
LPL Financial
California
$596M
3
Bank of America
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
AssetMark Inc
California
$29.1M
5
MCC
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
426
BCS Wealth Management
Tennessee
$423K – – –
VPP
427
Vertex Planning Partners
Illinois
$421K +$173K +4,456 +70%
BFC
428
Blue Fin Capital
Rhode Island
$421K +$49.1K +1,264 +13%
AWA
429
Alaska Wealth Advisors
Alaska
$420K +$420K +10,801 New
KFI
430
Key Financial Inc
Pennsylvania
$419K +$93.3K +2,403 +29%
VCP
431
Verus Capital Partners
Arizona
$414K +$57.2K +1,473 +16%
EWA
432
Exencial Wealth Advisors
Oklahoma
$414K +$414K +10,649 New
PAG
433
Private Advisory Group
Washington
$413K +$413K +10,641 New
SWM
434
SFG Wealth Management
Maryland
$408K +$105K +2,695 +34%
UAS
435
United Asset Strategies
New York
$407K -$369K -9,503 -48%
MC
436
Moors & Cabot
Massachusetts
$405K +$405K +10,434 New
WFAG
437
Worth Financial Advisory Group
North Carolina
$402K +$7.54K +194 +2%
RPCONE
438
Retirement Planning Company of New England
Rhode Island
$398K +$15.6K +402 +4%
LWM
439
Liberty Wealth Management
California
$390K +$390K +10,035 New
TFS
440
Thoroughbred Financial Services
Tennessee
$381K +$381K +9,825 New
LA
441
Lifeworks Advisors
Michigan
$376K -$11.9K -307 -3%
MWM
442
MBE Wealth Management
Wisconsin
$375K +$1.01K +26 +0.3%
CFD
443
Creative Financial Designs
Indiana
$371K +$189K +4,861 +104%
MCC
444
Money Concepts Capital
Florida
$366K -$7.8M -200,703 -96%
AA
445
AlphaQ Advisors
Florida
$360K +$360K +9,274 New
MSFS
446
Main Street Financial Solutions
Pennsylvania
$360K +$360K +9,266 New
Northern Trust
447
Northern Trust
Illinois
$358K +$358K +9,224 New
GC
448
Gilbert & Cook
Iowa
$358K -$32.4K -834 -8%
WTC
449
WhitTier Trust Company
Nevada
$358K +$322K +8,295 +912%
PFS
450
Prospera Financial Services
Texas
$356K +$356K +9,164 New
16 17
18
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