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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
426
McMill Wealth Management
Nebraska
$996K +$996K +22,179 New
BW
427
BIP Wealth
Georgia
$993K +$99.3K +2,211 +11%
DWM
428
Denver Wealth Management
Colorado
$991K +$8.71K +194 +0.9%
S
429
Sunpointe
Missouri
$990K +$5.75K +128 +0.6%
AG
430
Ascent Group
Virginia
$980K -$20.9K -466 -2%
KFI
431
Key Financial Inc
Pennsylvania
$972K +$42.6K +948 +5%
NA
432
Novus Advisors
South Carolina
$972K +$972K +21,641 New
CCG
433
Coastwise Capital Group
California
$964K +$79.2K +1,764 +9%
KFP
434
Keener Financial Planning
Texas
$955K +$34.5K +769 +4%
WHC
435
Wulff, Hansen & Co
California
$947K +$138K +3,065 +17%
SCM
436
Shapiro Capital Management
Georgia
$943K +$943K +21,000 New
SIS
437
Sound Income Strategies
Florida
$942K +$68.2K +1,518 +8%
CF
438
Corrigan Financial
Rhode Island
$928K +$5.62K +125 +0.6%
BWFA
439
Baltimore-Washington Financial Advisors
Maryland
$904K -$674 -15 -0.1%
MCC
440
Money Concepts Capital
Florida
$902K +$2.92K +65 +0.3%
SWM
441
Seaside Wealth Management
California
$895K -$6.56K -146 -0.7%
MCM
442
MidAtlantic Capital Management
Virginia
$889K – – –
AIS
443
American Investment Services
Massachusetts
$884K -$6.96K -155 -0.8%
WPC
444
White Pine Capital
Minnesota
$876K +$5.17K +115 +0.6%
HAS
445
HBW Advisory Services
California
$858K +$265K +5,889 +45%
SIAS
446
Summit Investment Advisory Services
Minnesota
$851K -$8.83M -196,605 -91%
GFPC
447
Global Financial Private Client
Florida
$848K +$55.5K +1,235 +7%
CA
448
Clearstead Advisors
Ohio
$839K +$4.63K +103 +0.6%
VCP
449
Verus Capital Partners
Arizona
$838K -$36.3K -809 -4%
TWM
450
Trinity Wealth Management
Pennsylvania
$822K +$7.01K +156 +0.9%
16 17
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