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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$526M
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
4
LPL Financial
California
$337M
5
Ameriprise
5
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
2
Charles Schwab
California
$205M
3
SMM
3
Stadion Money Management
Georgia
$117M
4
HIM
4
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
5
Truist Financial
North Carolina
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PWPS
26
Pinnacle Wealth Planning Services
Ohio
$26.2M 623,177 +325,707 +109%
PWA
27
Peterson Wealth Advisors
Utah
$22.6M 537,871 +18,691 +4%
FWM
28
Frontier Wealth Management
Missouri
$21.2M 522,606 +85,907 +20%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$19.5M 463,431 +12,400 +3%
KW
30
KWB Wealth
California
$18.9M 423,791 -1,688 -0.4%
GLA
31
Good Life Advisors
Pennsylvania
$18.6M 442,345 -15,368 -3%
ST
32
Spinnaker Trust
Maine
$18.3M 435,562 -41,260 -9%
RJA
33
Raymond James & Associates
Florida
$17.5M 415,579 +68,133 +20%
PFA
34
Pure Financial Advisors
California
$16.9M 401,909 +34,800 +9%
BFG
35
Barber Financial Group
Kansas
$16.9M 401,639 -13,017 -3%
Wells Fargo
36
Wells Fargo
California
$16.5M 391,812 -55,419 -12%
Morgan Stanley
37
Morgan Stanley
New York
$16.1M 381,617 +105,208 +38%
SWP
38
Stratos Wealth Partners
Ohio
$15.8M 376,723 -151,400 -29%
MFS
39
McNamara Financial Services
Massachusetts
$15.8M 375,211 -3,352 -0.9%
PWP
40
Personal Wealth Partners
Minnesota
$15.4M 365,866 +7,849 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$15M 353,986 -299 -0.1%
CW
42
CreativeOne Wealth
Kansas
$14.4M 341,857 -60,878 -15%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$14M 333,572 -38,882 -10%
TI
44
Tidal Investments
Wisconsin
$13.5M 322,001 +322,001 New
AWM
45
AE Wealth Management
Kansas
$12.7M 302,231 -78,106 -21%
GVAG
46
Great Valley Advisor Group
Delaware
$12.1M 285,890 +31,274 +12%
CAN
47
Cetera Advisor Networks
California
$11.8M 280,235 +63,573 +29%
BSWM
48
Boston Standard Wealth Management
Massachusetts
$11.6M 274,748 +6,681 +2%
TC
49
Trilogy Capital
California
$11.4M 271,424 +219,823 +426%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$10.4M 247,306 -4,408 -2%
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