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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.2M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
3
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
GVAG
5
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$447K
3
State Street
3
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$462M
5
AssetMark Inc
5
AssetMark Inc
California
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
26
Gradient Investments
Minnesota
$21.7M 636,126 +633,723 +26,372%
Morgan Stanley
27
Morgan Stanley
New York
$20.9M 614,540 +158,810 +35%
PWA
28
Peterson Wealth Advisors
Utah
$19.3M 566,032 +2,237 +0.4%
GVAG
29
Great Valley Advisor Group
Delaware
$19.1M 560,001 +253,919 +83%
RJA
30
Raymond James & Associates
Florida
$17.2M 506,164 +15,695 +3%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$16.7M 491,095 +23,330 +5%
GLA
32
Good Life Advisors
Pennsylvania
$15.6M 459,372 +20,285 +5%
ST
33
Spinnaker Trust
Maine
$15M 439,858 +3,443 +0.8%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$13.8M 396,072 +22,837 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$13.5M 395,832 +162,661 +70%
PFA
36
Pure Financial Advisors
California
$13.3M 391,058 -10,453 -3%
MFS
37
McNamara Financial Services
Massachusetts
$13.1M 383,163 -542 -0.1%
CAN
38
Cetera Advisor Networks
California
$13M 382,812 +34,150 +10%
GWAG
39
Garrett Wealth Advisory Group
Texas
$12.7M 373,355 +42,051 +13%
AWM
40
AE Wealth Management
Kansas
$12.2M 357,913 +193,753 +118%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$12.2M 356,970 +17,520 +5%
Wells Fargo
42
Wells Fargo
California
$11.6M 340,250 -72,782 -18%
IA
43
IFP Advisors
Florida
$11.2M 341,140 +101,986 +43%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$9.82M 288,339 +10,502 +4%
DJSG
45
D.J. St. Germain
Massachusetts
$9.34M 259,601 – –
FSWA
46
Financial Synergies Wealth Advisors
Texas
$9.24M 271,350 +8,808 +3%
CW
47
CreativeOne Wealth
Kansas
$9.06M 265,924 +208,669 +364%
IWM
48
IHT Wealth Management
Illinois
$8.82M 259,041 +38,960 +18%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.47M 248,563 +21,038 +9%
ACG
50
Allen Capital Group
Nebraska
$8.25M 242,111 +6,597 +3%
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