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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
426
Parcion Private Wealth
Washington
$632K – – –
RCA
427
Ranch Capital Advisors
Florida
$629K +$27.8K +659 +5%
FWM
428
Fingerlakes Wealth Management
New York
$629K +$9.24K +219 +1%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$628K +$381K +8,893 +154%
PS
430
Principal Securities
Iowa
$628K +$628K +14,888 New
PP
431
Patron Partners
Texas
$622K +$8.82K +209 +1%
IAP
432
Indie Asset Partners
Indiana
$620K -$8.77K -208 -1%
NL
433
NWAM LLC
Washington
$619K +$619K +14,671 New
BC
434
Brio Consultants
California
$615K -$71.8K -1,702 -10%
TFG
435
Tilson Financial Group
New Jersey
$615K -$301K -7,153 -33%
CA
436
CGN Advisors
Kansas
$611K +$6.03K +143 +1%
EFG
437
Ehrlich Financial Group
California
$609K +$609K +14,430 New
WIC
438
Whitegate Investment Counselors
New Hampshire
$607K -$64.7K -1,533 -10%
UFA
439
US Financial Advisors
Massachusetts
$601K +$1.77K +42 +0.3%
ICP
440
Interchange Capital Partners
Pennsylvania
$599K +$222K +5,273 +59%
CPA
441
Capital Planning Advisors
California
$597K +$44.7K +1,060 +8%
MWM
442
MGB Wealth Management
Texas
$596K +$596K +14,126 New
MCC
443
Money Concepts Capital
Florida
$590K +$167K +3,960 +39%
BCFS
444
Butensky & Cohen Financial Security
Florida
$590K +$8.56K +203 +1%
LNC
445
Lincoln National Corp
Pennsylvania
$588K +$588K +13,937 New
RFN
446
Redwood Financial Network
Ohio
$584K +$3.8K +90 +0.7%
BBA
447
BLB&B Advisors
Pennsylvania
$584K – – –
OWA
448
Octavia Wealth Advisors
Ohio
$582K +$582K +13,791 New
TWD
449
True Wealth Design
Ohio
$572K – – –
ZCM
450
Ziegler Capital Management
Illinois
$572K +$1.81K +43 +0.3%
16 17
18
19 20