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

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Amplius Wealth Advisors
Pennsylvania
$29.3M 776,876 +48,150 +7%
Morgan Stanley
27
Morgan Stanley
New York
$28.8M 763,427 -80,954 -10%
Truist Financial
28
Truist Financial
North Carolina
$26.8M 709,343 +3,733 +0.5%
MIS
29
Morningstar Investment Services
Illinois
$24M 646,230 -2,165 -0.3%
PWA
30
Peterson Wealth Advisors
Utah
$22.6M 599,045 +19,124 +3%
ST
31
Spinnaker Trust
Maine
$21.5M 569,492 +31,098 +6%
RJA
32
Raymond James & Associates
Florida
$21.1M 559,756 +19,730 +4%
Wells Fargo
33
Wells Fargo
California
$21M 556,714 +41,487 +8%
AAS
34
Annex Advisory Services
Wisconsin
$19.4M 513,722 -12,828 -2%
GLA
35
Good Life Advisors
Pennsylvania
$19M 504,045 +32,028 +7%
LFPWM
36
Leicht Financial Planning & Wealth Management
New Jersey
$18.9M 501,355 +30,214 +6%
GWP
37
Gateway Wealth Partners
Wisconsin
$18.9M 501,083 +40,320 +9%
CAN
38
Cetera Advisor Networks
California
$18.4M 488,336 +41,748 +9%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$17.6M 465,026 +335,738 +260%
GVAG
40
Great Valley Advisor Group
Delaware
$16.4M 433,713 -178,110 -29%
HighTower Advisors
41
HighTower Advisors
Illinois
$15.8M 419,406 -9,906 -2%
IWM
42
IHT Wealth Management
Illinois
$15.7M 416,626 +151,542 +57%
GWAG
43
Garrett Wealth Advisory Group
Texas
$15M 396,792 +7,047 +2%
PFA
44
Pure Financial Advisors
California
$14.7M 390,437 -1,947 -0.5%
MFS
45
McNamara Financial Services
Massachusetts
$14.5M 384,444 +910 +0.2%
DWM
46
Dakota Wealth Management
Florida
$14.1M 374,453 +72,719 +24%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$13.2M 349,482 +307,775 +738%
ACM
48
AlphaStar Capital Management
North Carolina
$12.5M 333,871 +213,502 +177%
IWC
49
Integrated Wealth Concepts
Massachusetts
$12.5M 330,478 +198,768 +151%
M1FG
50
Mach-1 Financial Group
Arkansas
$12.3M 326 +326 New
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