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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
426
Capital Planning Advisors
California
$483K +$6.72K +182 +1%
MSAM
427
Moloney Securities Asset Management
Missouri
$481K -$45.7K -1,238 -9%
FA
428
FDx Advisors
Illinois
$478K +$478K +12,956 New
PAG
429
Paladin Advisory Group
Iowa
$474K -$13.9K -377 -3%
AT
430
American Trust
Kentucky
$472K -$367K -9,943 -44%
SWM
431
SFG Wealth Management
Maryland
$470K +$82K +2,221 +21%
Renaissance Technologies
432
Renaissance Technologies
New York
$465K -$84.9K -2,300 -15%
PA
433
Procyon Advisors
Connecticut
$463K +$463K +12,551 New
BPFA
434
Barnes Pettey Financial Advisors
Mississippi
$455K – – –
LA
435
Latitude Advisors
Florida
$453K +$17K +462 +4%
CIAS
436
CFS Investment Advisory Services
New Jersey
$449K +$8.68K +235 +2%
SFG
437
Sunburst Financial Group
Alabama
$443K -$10.4K -282 -2%
MC
438
Moors & Cabot
Massachusetts
$441K +$56.3K +1,525 +15%
VCA
439
Verdence Capital Advisors
Maryland
$441K +$441K +11,957 New
ST
440
Sentinel Trust
Texas
$431K -$114K -3,081 -21%
PFG
441
PAX Financial Group
Texas
$431K -$5.46K -148 -1%
EGA
442
E&G Advisors
Texas
$429K – – –
KFI
443
Key Financial Inc
Pennsylvania
$429K +$30.5K +826 +8%
GC
444
Gilbert & Cook
Iowa
$425K +$85K +2,304 +25%
MIG
445
McGuire Investment Group
Rhode Island
$419K – – –
LA
446
Lynch & Associates
Indiana
$418K – – –
MLA
447
My Legacy Advisors
Oregon
$416K +$13.4K +379 +3%
ICM
448
Islay Capital Management
Texas
$413K – – –
RWPA
449
Richard W. Paul & Associates
Michigan
$413K +$140K +3,803 +52%
AWA
450
Arkadios Wealth Advisors
Georgia
$411K +$258 +7 +0.1%
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