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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
426
Sentinus LLC
Illinois
$777K -$12.6K -276 -2%
MERSOM
427
Municipal Employees' Retirement System of Michigan
Michigan
$757K +$29.8K +655 +4%
CA
428
CGN Advisors
Kansas
$739K +$44.1K +970 +6%
PCIA
429
Prime Capital Investment Advisors
Kansas
$733K -$185K -4,071 -20%
RCA
430
Ranch Capital Advisors
Florida
$721K +$34.5K +759 +5%
AQR Capital Management
431
AQR Capital Management
Connecticut
$720K +$720K +15,829 New
SFG
432
Sunburst Financial Group
Alabama
$715K -$2.32K -51 -0.3%
AA
433
Advisory Alpha
Michigan
$715K -$26K -571 -4%
NL
434
NWAM LLC
Washington
$703K +$703K +15,455 New
ICP
435
Interchange Capital Partners
Pennsylvania
$701K -$6.92K -152 -1%
LA
436
LexAurum Advisors
Kansas
$698K +$58.6K +1,287 +9%
HIA
437
Harbor Investment Advisory
Maryland
$685K +$188K +4,120 +38%
WA
438
Wambolt & Associates
Colorado
$681K +$152K +3,377 +29%
CIAS
439
CFS Investment Advisory Services
New Jersey
$676K +$21.5K +472 +3%
CF
440
Centaurus Financial
California
$675K +$134K +2,951 +25%
FMN
441
Financial Management Network
California
$669K -$3.42K -76 -0.5%
UFA
442
US Financial Advisors
Massachusetts
$669K +$19.1K +419 +3%
OWA
443
Outlook Wealth Advisors
Texas
$668K -$86.6K -1,902 -11%
IAP
444
Indie Asset Partners
Indiana
$665K -$3.05K -67 -0.5%
SWM
445
SFG Wealth Management
Maryland
$664K +$11.5K +252 +2%
TFG
446
Tilson Financial Group
New Jersey
$661K – – –
BCFS
447
Butensky & Cohen Financial Security
Florida
$653K -$5.73K -126 -0.9%
PA
448
Procyon Advisors
Connecticut
$648K +$63K +1,384 +11%
DFA
449
Davies Financial Advisors
California
$647K +$647K +14,212 New
UCFA
450
United Capital Financial Advisors
Texas
$645K -$29.1K -640 -4%
16 17
18
19 20