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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
451
Western Pacific Wealth Management
Illinois
$4.36K -$20K -540 -82%
DCM
452
Davidson Capital Management
Texas
$4.03K +$4.03K +109 New
OIS
453
Okabena Investment Services
Minnesota
$3.92K +$3.92K +60 New
PFM
454
Phillips Financial Management
Indiana
$3.56K – – –
BEI
455
Benjamin Edwards Inc
Missouri
$3K – – –
AWM
456
Atticus Wealth Management
Florida
$2.97K +$2.97K +80 New
EE
457
EWG Elevate
California
$2.7K +$2.7K +73 New
TAM
458
Tucker Asset Management
Colorado
$2.64K -$8.02K -216 -75%
PWMG
459
Prestige Wealth Management Group
New Jersey
$2.07K – – –
FGAM
460
Financial Gravity Asset Management
Texas
$2.03K -$7 -181 -0.3%
TWA
461
TCI Wealth Advisors
Arizona
$1.92K -$72.5K -1,961 -97%
CAM
462
Cresset Asset Management
Illinois
$1.86K – – –
FHA
463
First Horizon Advisors
Tennessee
$1.81K – – –
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$1.71K +$416 +11,254 +32%
PA
465
Parallel Advisors
California
$1.66K -$592 -16 -26%
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63K – – –
CASC
467
Coppell Advisory Solutions Corp
Texas
$1.63K +$1.63K +44 New
CAS
468
Coppell Advisory Solutions
Texas
$1.63K +$1.63K +44 New
S
469
SignatureFD
Georgia
$1.44K – – –
C
470
Covestor
United Kingdom
$1K -$1.15K -39 -53%
HFS
471
Hantz Financial Services
Michigan
$1K +$29 +1 +3%
CA
472
Crewe Advisors
Utah
$887 – – –
FAM
473
Family Asset Management
South Carolina
$739 +$739 +20 New
TCWA
474
Ten Capital Wealth Advisors
Washington
$592 – – –
RFS
475
Retirement Financial Solutions
Tennessee
$444 +$444 +12 New
17 18
19
20 21