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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$507M
2
MFG
2
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.5M
4
LPL Financial
4
LPL Financial
California
$315M
5
State Street
5
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$632K
2
GC
2
Grimes & Company
Massachusetts
$3.44M
3
CWM
3
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
4
Frontier Wealth Management
Missouri
$4.47M
5
TI
5
Tidal Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Peterson Wealth Advisors
Utah
$20.3M 563,795 +25,924 +5%
RJA
27
Raymond James & Associates
Florida
$17.6M 490,469 +74,890 +18%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$16.8M 467,765 +4,334 +0.9%
Morgan Stanley
29
Morgan Stanley
New York
$16.4M 455,730 +74,113 +19%
GLA
30
Good Life Advisors
Pennsylvania
$15.8M 439,087 -3,258 -0.7%
ST
31
Spinnaker Trust
Maine
$15.7M 436,415 +853 +0.2%
Wells Fargo
32
Wells Fargo
California
$14.9M 413,032 +21,220 +5%
Ameriprise
33
Ameriprise
Minnesota
$14.7M 407,335 -307,067 -43%
PFA
34
Pure Financial Advisors
California
$14.4M 401,511 -398 -0.1%
MFS
35
McNamara Financial Services
Massachusetts
$13.8M 383,705 +8,494 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$13.6M 373,235 +19,249 +5%
CI
37
CX Institutional
Indiana
$13.4M 372,064 +372,064 New
BFG
38
Barber Financial Group
Kansas
$13.1M 364,831 -36,808 -9%
CAN
39
Cetera Advisor Networks
California
$12.5M 348,662 +68,427 +24%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$12.2M 339,450 +5,878 +2%
GWAG
41
Garrett Wealth Advisory Group
Texas
$11.9M 331,304 +157,737 +91%
GVAG
42
Great Valley Advisor Group
Delaware
$11M 306,082 +20,192 +7%
BSWM
43
Boston Standard Wealth Management
Massachusetts
$10.1M 277,837 +3,089 +1%
FSWA
44
Financial Synergies Wealth Advisors
Texas
$9.45M 262,542 +15,236 +6%
DJSG
45
D.J. St. Germain
Massachusetts
$9.34M 259,601 +24,922 +11%
LFG
46
Larson Financial Group
Missouri
$8.71M 242,167 -4,200 -2%
ACG
47
Allen Capital Group
Nebraska
$8.47M 235,514 -2,109 -0.9%
HighTower Advisors
48
HighTower Advisors
Illinois
$8.38M 233,171 -392 -0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.19M 227,525 +2,683 +1%
WCM
50
Windsor Capital Management
Arizona
$8.13M 226,020 +7,352 +3%
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