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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLC
451
Second Line Capital
Louisiana
$571K +$571K +13,544 New
AT
452
American Trust
Kentucky
$570K +$30.5K +722 +6%
SHGA
453
Sand Hill Global Advisors
California
$565K – – –
BWP
454
Balboa Wealth Partners
Arizona
$565K -$123K -2,908 -18%
PSF
455
Pacific Sun Financial
California
$564K -$7.85K -186 -1%
GBT
456
Grove Bank & Trust
Florida
$560K -$182K -4,323 -25%
AWA
457
Amplius Wealth Advisors
Pennsylvania
$552K -$1.11M -26,378 -67%
CFGS
458
Concourse Financial Group Securities
Alabama
$551K -$22.9K -542 -4%
DWM
459
Dogwood Wealth Management
Kansas
$550K +$550K +13,049 New
SFG
460
Sunburst Financial Group
Alabama
$550K +$43.6K +1,034 +9%
WFAG
461
Worth Financial Advisory Group
North Carolina
$547K +$77.1K +1,827 +16%
MC
462
Moors & Cabot
Massachusetts
$545K +$41K +972 +8%
PIAS
463
PCA Investment Advisory Services
Ohio
$543K -$209K -4,956 -28%
SP
464
Stablepoint Partners
Massachusetts
$542K +$542K +12,855 New
KFI
465
Key Financial Inc
Pennsylvania
$542K +$51.9K +1,230 +11%
LA
466
Latitude Advisors
Florida
$540K +$22.2K +527 +4%
MSAM
467
Moloney Securities Asset Management
Missouri
$535K -$15.2K -360 -3%
BPFA
468
Barnes Pettey Financial Advisors
Mississippi
$531K +$11.2K +265 +2%
PA
469
Procyon Advisors
Connecticut
$526K -$3.33K -79 -0.6%
CIAS
470
CFS Investment Advisory Services
New Jersey
$526K +$13K +308 +3%
SWM
471
SFG Wealth Management
Maryland
$525K -$12.3K -292 -2%
PAG
472
Paladin Advisory Group
Iowa
$523K -$18.6K -442 -3%
AWA
473
Alaska Wealth Advisors
Alaska
$523K +$73.9K +1,751 +16%
CFG
474
Carr Financial Group
Massachusetts
$523K -$146K -3,473 -22%
PWP
475
Precedent Wealth Partners
Texas
$520K +$520K +12,338 New
17 18
19
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