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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
451
Strategic Investment Advisors
Michigan
$356K -$120K -3,088 -25%
VDBMI
452
Van Den Berg Management I
Texas
$355K -$6.1K -157 -2%
BFC
453
Bedel Financial Consulting
Indiana
$352K +$352K +9,069 New
CI
454
CX Institutional
Indiana
$348K -$402K -10,345 -54%
FIM
455
Fernwood Investment Management
Massachusetts
$344K +$5.83K +150 +2%
HSG
456
Helen Stephens Group
Texas
$343K -$4.12K -106 -1%
HWM
457
Horizon Wealth Management
Illinois
$343K +$5.13K +132 +2%
SS
458
Simplicity Solutions
Minnesota
$343K -$184K -4,729 -35%
BFG
459
Bleakley Financial Group
New Jersey
$343K +$343K +8,822 New
MHS
460
M Holdings Securities
Oregon
$336K -$2.95M -75,817 -90%
NWMG
461
National Wealth Management Group
Ohio
$333K +$333K +8,326 New
KCPG
462
Kavar Capital Partners Group
Kansas
$330K +$330K +8,488 New
PSCM
463
Per Stirling Capital Management
Texas
$330K +$330K +8,486 New
OPWM
464
Oakwell Private Wealth Management
Texas
$328K +$328K +8,443 New
MFT
465
Moisand Fitzgerald Tamayo
Florida
$327K -$69.4K -1,786 -17%
AWM
466
Adams Wealth Management
Utah
$318K -$211K -5,427 -40%
PCM
467
Parsons Capital Management
Rhode Island
$316K -$3.88K -100 -1%
LFA
468
Laraway Financial Advisors
Minnesota
$315K +$315K +8,100 New
MFG
469
Monumental Financial Group
Maryland
$313K +$313K +8,068 New
GFPC
470
Global Financial Private Client
Florida
$313K -$1.41K -36 -0.4%
HFA
471
High Falls Advisors
New York
$311K +$311K +8,001 New
ATC
472
Argent Trust Co
Tennessee
$308K +$308K +7,937 New
AFG
473
Atomi Financial Group
New York
$308K +$738 +19 +0.2%
SFO
474
Stokes Family Office
Louisiana
$308K +$308K +7,936 New
IWN
475
Independent Wealth Network
Iowa
$304K +$57.9K +1,490 +24%
17 18
19
20 21