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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
OWP
26
Obermeyer Wealth Partners
Colorado
$38.9M 1,054,340 +43,248 +4%
FA
27
Fiducient Advisors
Illinois
$37.6M 1,018,993 +991,378 +3,590%
B
28
Bridgeworth
Alabama
$37.4M 1,014,482 +3,342 +0.3%
TC
29
TownSquare Capital
Utah
$36.6M 991,765 +61,276 +7%
State Street
30
State Street
Massachusetts
$35.7M 966,935 +228,215 +31%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$35.1M 951,519 +3,791 +0.4%
APW
32
Austin Private Wealth
Texas
$34.9M 944,849 +1,884 +0.2%
Truist Financial
33
Truist Financial
North Carolina
$33.7M 913,574 +38,439 +4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$32.8M 888,523 +471,996 +113%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$32.3M 876,211 +823,397 +1,559%
Wells Fargo
36
Wells Fargo
California
$30.9M 837,397 -184,094 -18%
APWA
37
Atlas Private Wealth Advisors
New Jersey
$30.5M 826,882 +226,421 +38%
CAL
38
Capital Analysts LLC
Pennsylvania
$30.3M 822,175 +22,927 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$29.7M 805,948 +123,135 +18%
WFPG
40
Waller Financial Planning Group
Ohio
$29.6M 801,230 -5,900 -0.7%
DC
41
Davenport & Co
Virginia
$29M 784,817 +68,872 +10%
GVAG
42
Great Valley Advisor Group
Delaware
$28.3M 765,635 +61,131 +9%
IWC
43
Integrated Wealth Concepts
Massachusetts
$28.1M 760,746 -36,533 -5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$27.5M 744,416 +20,014 +3%
OIA
45
OneDigital Investment Advisors
Kansas
$25.9M 702,769 -38,891 -5%
RJA
46
Raymond James & Associates
Florida
$25.2M 683,575 -12,058 -2%
CAN
47
Cetera Advisor Networks
California
$24.2M 656,224 +67,203 +11%
MIS
48
Morningstar Investment Services
Illinois
$24.2M 651,241 +1,469 +0.2%
PWA
49
Peterson Wealth Advisors
Utah
$22.7M 614,417 +15,366 +3%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$22.2M 599,964 +182,762 +44%
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