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SPDR Portfolio S&P 600 Small Cap ETF
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Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M
3
LPL Financial
3
LPL Financial
California
$400M
4
B
4
Bridgeworth
Alabama
$32.2M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.1M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$595K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Amplius Wealth Advisors
Pennsylvania
$26.9M 728,726 +728,726 New
Truist Financial
27
Truist Financial
North Carolina
$26.1M 705,610 +22,079 +3%
MIS
28
Morningstar Investment Services
Illinois
$24.2M 648,395 -1,618 -0.2%
GVAG
29
Great Valley Advisor Group
Delaware
$22.6M 611,823 +51,822 +9%
PWA
30
Peterson Wealth Advisors
Utah
$21.4M 579,921 +13,889 +2%
RJA
31
Raymond James & Associates
Florida
$20M 540,026 +33,862 +7%
ST
32
Spinnaker Trust
Maine
$19.9M 538,394 +98,536 +22%
AAS
33
Annex Advisory Services
Wisconsin
$19.5M 526,550 -799,155 -60%
Wells Fargo
34
Wells Fargo
California
$19M 515,227 +174,977 +51%
State Street
35
State Street
Massachusetts
$18.6M 504,166 -398,456 -44%
AssetMark Inc
36
AssetMark Inc
California
$18.1M 489,334 -379,128 -44%
GLA
37
Good Life Advisors
Pennsylvania
$17.5M 472,017 +12,645 +3%
LFPWM
38
Leicht Financial Planning & Wealth Management
New Jersey
$17.4M 471,141 -19,954 -4%
GWP
39
Gateway Wealth Partners
Wisconsin
$17M 460,763 +460,763 New
MFG
40
Marmo Financial Group
Tennessee
$16.9M 457,644 +457,644 New
CAN
41
Cetera Advisor Networks
California
$16.5M 446,588 +63,776 +17%
HighTower Advisors
42
HighTower Advisors
Illinois
$15.9M 429,312 +33,480 +8%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$15M 379,180 -16,892 -4%
PFA
44
Pure Financial Advisors
California
$14.5M 392,384 +1,326 +0.3%
GWAG
45
Garrett Wealth Advisory Group
Texas
$14.4M 389,745 +16,390 +4%
MFS
46
McNamara Financial Services
Massachusetts
$14.2M 383,534 +371 +0.1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$13.3M 360,461 +3,491 +1%
TC
48
Trilogy Capital
California
$11.7M 317,161 +219,601 +225%
DWM
49
Dakota Wealth Management
Florida
$11.2M 301,734 +138,555 +85%
BSWM
50
Boston Standard Wealth Management
Massachusetts
$11M 296,290 +7,951 +3%
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