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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
APW
26
Austin Private Wealth
Texas
$36.6M 942,965 +927,402 +5,959%
TC
27
TownSquare Capital
Utah
$36.1M 930,489 +42,682 +5%
Truist Financial
28
Truist Financial
North Carolina
$34M 875,135 +165,792 +23%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$32.4M 835,330 +370,304 +80%
WFPG
30
Waller Financial Planning Group
Ohio
$31.3M 807,130 +16,072 +2%
CAL
31
Capital Analysts LLC
Pennsylvania
$31M 799,248 +18,916 +2%
IWC
32
Integrated Wealth Concepts
Massachusetts
$31M 797,279 +466,801 +141%
AWA
33
Amplius Wealth Advisors
Pennsylvania
$29.5M 759,143 -17,733 -2%
AssetMark Inc
34
AssetMark Inc
California
$29.1M 748,353 -209,169 -22%
OIA
35
OneDigital Investment Advisors
Kansas
$28.8M 741,660 +655,576 +762%
State Street
36
State Street
Massachusetts
$28.7M 738,720 -101,706 -12%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$28.1M 724,402 +446,695 +161%
DC
38
Davenport & Co
Virginia
$27.8M 715,945 +715,945 New
GVAG
39
Great Valley Advisor Group
Delaware
$27.4M 704,504 +270,791 +62%
RJA
40
Raymond James & Associates
Florida
$27M 695,633 +135,877 +24%
HighTower Advisors
41
HighTower Advisors
Illinois
$26.5M 682,813 +263,407 +63%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$25.7M 661,054 +454,761 +220%
MIS
43
Morningstar Investment Services
Illinois
$25.1M 649,772 +3,542 +0.5%
PWA
44
Peterson Wealth Advisors
Utah
$23.4M 599,051 +6 +0%
APWA
45
Atlas Private Wealth Advisors
New Jersey
$23.3M 600,461 +600,461 New
CAN
46
Cetera Advisor Networks
California
$22.9M 589,021 +100,685 +21%
ST
47
Spinnaker Trust
Maine
$22.7M 585,099 +15,607 +3%
FFN
48
Focus Financial Network
Minnesota
$21.8M 560,846 +560,846 New
EH
49
Equitable Holdings
New York
$21.8M 560,228 +322,421 +136%
GWP
50
Gateway Wealth Partners
Wisconsin
$20.2M 520,308 +19,225 +4%
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