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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$643K -$238K -5,222 -27%
PP
452
Patron Partners
Texas
$642K +$17.6K +387 +3%
RFN
453
Redwood Financial Network
Ohio
$642K +$16.1K +353 +3%
Two Sigma Investments
454
Two Sigma Investments
New York
$641K -$132K -2,900 -17%
RPCONE
455
Retirement Planning Company of New England
Rhode Island
$635K +$18.1K +398 +3%
AFP
456
Alpha Financial Partners
Kentucky
$627K -$390K -8,579 -38%
EFG
457
Ehrlich Financial Group
California
$627K +$91 +2 +0%
SFS
458
Security Financial Services
Indiana
$625K -$142K -3,115 -18%
AWA
459
Alaska Wealth Advisors
Alaska
$623K -$9.06K -199 -1%
FMI
460
F/M Investments
District of Columbia
$622K +$7.46K +164 +1%
BFA
461
Brown Financial Advisory
Alabama
$622K -$32.5K -715 -5%
AWA
462
Arkadios Wealth Advisors
Georgia
$621K +$2.82K +62 +0.5%
CPA
463
Capital Planning Advisors
California
$619K -$37.7K -828 -6%
FWM
464
Fingerlakes Wealth Management
New York
$618K -$2.59K -57 -0.4%
CI
465
CacheTech Inc
Utah
$616K -$683 -15 -0.1%
AWM
466
Adams Wealth Management
Utah
$616K -$683 -15 -0.1%
CIS
467
Continental Investors Services
Washington
$615K -$46.6K -1,037 -7%
TCM
468
Triumph Capital Management
Colorado
$612K -$755K -16,600 -55%
ME
469
McIlrath & Eck
Washington
$606K -$26K -572 -4%
KPWS
470
Kestra Private Wealth Services
Texas
$603K -$10.7K -227 -2%
HAS
471
HBW Advisory Services
California
$602K +$183K +4,013 +44%
GBT
472
Grove Bank & Trust
Florida
$601K – – –
PIAS
473
PCA Investment Advisory Services
Ohio
$599K +$1.82K +40 +0.3%
ZIMP
474
Zimmermann Investment Management & Planning
Pennsylvania
$594K -$524K -11,511 -47%
AA
475
Axiom Advisory
California
$593K -$161K -3,665 -21%
17 18
19
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