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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
451
Sadoff Investment Management
Wisconsin
– -$225K -5,355 Closed
SF
452
Synovus Financial
Georgia
– -$219K -5,197 Closed
MWM
453
Maripau Wealth Management
Indiana
– -$209K -5,169 Closed
FT
454
Fiduciary Trust
Massachusetts
– -$217K -5,147 Closed
MOS
455
MGO One Seven
Ohio
– -$216K -5,134 Closed
IFPL
456
Investments & Financial Planning LLC
Kentucky
– -$212K -5,041 Closed
BF
457
BOK Financial
Oklahoma
– -$207K -4,910 Closed
FMI
458
F/M Investments
District of Columbia
– -$207K -4,909 Closed
APA
459
Astoria Portfolio Advisors
New York
– -$201K -4,773 Closed
AP
460
Advisor Partners
California
– -$200K -4,753 Closed
LAS
461
Lloyd Advisory Services
Georgia
– -$151K -3,594 Closed
TRCT
462
Tower Research Capital (TRC)
New York
– -$130K -3,087 Closed
EWA
463
EP Wealth Advisors
California
– -$122K -2,911 Closed
BIP
464
Blueprint Investment Partners
North Carolina
– -$98K -2,333 Closed
PFS
465
Prospera Financial Services
Texas
– -$46K -1,104 Closed
FFWM
466
Future Financial Wealth Management
Ohio
– -$28K -667 Closed
SCA
467
Sandy Cove Advisors
Massachusetts
– -$24K -572 Closed
BFC
468
Bedel Financial Consulting
Indiana
– -$22K -522 Closed
SW
469
SVB Wealth
Massachusetts
– -$19K -474 Closed
EWM
470
EPG Wealth Management
Georgia
– -$13K -317 Closed
Bessemer Group
471
Bessemer Group
New Jersey
– -$13K -304 Closed
SBL
472
Sargent Bickham Lagudis
Colorado
– -$12K -290 Closed
MCC
473
Money Concepts Capital
Florida
– -$11K -250 Closed
LWMNY
474
Landmark Wealth Management (New York)
New York
– -$206 -206 Closed
BWM
475
BerganKDV Wealth Management
Minnesota
– -$5K -126 Closed
16 17 18
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