SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
HI
2
Horizon Investments
North Carolina
$117M
3
EMPI
3
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
2
Bank of America
North Carolina
$298M
3
FA
3
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$236K
5
GWP
5
Gateway Wealth Partners
Wisconsin
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$57.4M 1,361,449 +47,324 +4%
MIS
27
Morningstar Investment Services
Illinois
$55.4M 1,296,596 +645,355 +99%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$51.7M 1,226,734 +338,211 +38%
APWA
29
Atlas Private Wealth Advisors
New Jersey
$49.6M 1,176,070 +349,188 +42%
TC
30
TownSquare Capital
Utah
$48.7M 1,154,370 +162,605 +16%
Wells Fargo
31
Wells Fargo
California
$46.3M 1,097,563 +260,166 +31%
OWP
32
Obermeyer Wealth Partners
Colorado
$44.8M 1,062,042 +7,702 +0.7%
HighTower Advisors
33
HighTower Advisors
Illinois
$43.9M 1,042,162 +236,214 +29%
AssetMark Inc
34
AssetMark Inc
California
$43.2M 1,023,832 -186,268 -15%
B
35
Bridgeworth
Alabama
$42.8M 1,015,464 +982 +0.1%
MWA
36
Midland Wealth Advisors
Illinois
$41.1M 973,489 +973,489 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$40.4M 956,854 +5,335 +0.6%
Truist Financial
38
Truist Financial
North Carolina
$38.9M 922,759 +9,185 +1%
APW
39
Austin Private Wealth
Texas
$36.5M 865,445 -79,404 -8%
CAL
40
Capital Analysts LLC
Pennsylvania
$35.4M 838,647 +16,472 +2%
DC
41
Davenport & Co
Virginia
$35.1M 831,575 +46,758 +6%
GVAG
42
Great Valley Advisor Group
Delaware
$34.7M 822,065 +56,430 +7%
WFPG
43
Waller Financial Planning Group
Ohio
$34M 806,499 +5,269 +0.7%
AWM
44
AE Wealth Management
Kansas
$33.7M 815,939 +366,102 +81%
CAN
45
Cetera Advisor Networks
California
$33.3M 790,288 +134,064 +20%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$32M 757,980 +13,564 +2%
ACM
47
Advance Capital Management
Michigan
$29.6M 700,711 +700,711 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$28.9M 684,928 +402,188 +142%
IWC
49
Integrated Wealth Concepts
Massachusetts
$28.5M 676,070 -84,676 -11%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$28M 664,549 +344,736 +108%
1
2
3 4 5