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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
451
Worth Financial Advisory Group
North Carolina
$411K +$29.7K +804 +8%
FTUS
452
Flow Traders U.S.
New York
$411K +$411K +11,133 New
FPW
453
Flagship Private Wealth
Massachusetts
$403K -$1.37K -37 -0.3%
BWM
454
BCS Wealth Management
Tennessee
$402K – – –
VPP
455
Vertex Planning Partners
Illinois
$394K -$5.17K -140 -1%
EWA
456
Exencial Wealth Advisors
Oklahoma
$393K -$258 -7 -0.1%
PAG
457
Private Advisory Group
Washington
$393K – – –
AWA
458
Alaska Wealth Advisors
Alaska
$393K -$5.94K -161 -1%
GSEP
459
Golden State Equity Partners
California
$392K +$113K +3,070 +41%
AFAS
460
Acorn Financial Advisory Services
Virginia
$390K -$26.6K -724 -6%
PA
461
PFG Advisors
Arizona
$389K +$104K +2,806 +36%
DA
462
Detalus Advisors
Missouri
$385K -$61.2K -1,658 -14%
MA
463
Mutual Advisors
Nebraska
$378K -$33.9K -919 -8%
AIM
464
Anchor Investment Management
South Carolina
$373K +$189K +5,113 +102%
KFGK
465
Keystone Financial Group (Kentucky)
Kentucky
$372K -$584K -15,839 -61%
MCC
466
Money Concepts Capital
Florida
$370K +$22.4K +606 +6%
BRWA
467
B. Riley Wealth Advisors
Florida
$370K -$45.9K -1,243 -11%
SCA
468
Sandy Cove Advisors
Massachusetts
$368K -$97.4K -2,639 -21%
AFG
469
Atomi Financial Group
New York
$366K +$72.8K +1,974 +25%
CFD
470
Creative Financial Designs
Indiana
$365K +$12.3K +334 +3%
TFS
471
Thoroughbred Financial Services
Tennessee
$362K – – –
VF
472
Vawter Financial
Ohio
$361K -$45.5K -1,232 -11%
TRCT
473
Tower Research Capital (TRC)
New York
$356K +$138K +3,736 +63%
CFAM
474
Center For Asset Management
Florida
$352K +$67.3K +1,825 +24%
OFG
475
Oxford Financial Group
Indiana
$346K +$346K +9,379 New
17 18
19
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