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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$55.5M 1,289,490 -395,092 -23%
MIS
27
Morningstar Investment Services
Illinois
$53M 1,238,063 -58,533 -5%
MFG
28
Merit Financial Group
Georgia
$53M 1,270,319 -568,988 -31%
TC
29
TownSquare Capital
Utah
$52.1M 1,210,595 +56,225 +5%
EMPI
30
Elo Mutual Pension Insurance
Finland
$50.6M 1,174,606 -259,774 -18%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$49.6M 1,152,219 +195,365 +20%
GVAG
32
Great Valley Advisor Group
Delaware
$48.8M 1,134,801 +312,736 +38%
HighTower Advisors
33
HighTower Advisors
Illinois
$47.4M 1,101,289 +59,127 +6%
MWA
34
Midland Wealth Advisors
Illinois
$44.9M 1,044,262 +70,773 +7%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$43.8M 1,017,095 +856,630 +534%
AssetMark Inc
36
AssetMark Inc
California
$41.4M 960,836 -62,996 -6%
Truist Financial
37
Truist Financial
North Carolina
$39.9M 927,046 +4,287 +0.5%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$39.6M 920,102 +408,914 +80%
DC
39
Davenport & Co
Virginia
$38.6M 897,965 +66,390 +8%
CAL
40
Capital Analysts LLC
Pennsylvania
$38.6M 896,906 +58,259 +7%
Wells Fargo
41
Wells Fargo
California
$38.4M 892,668 -204,895 -19%
APW
42
Austin Private Wealth
Texas
$35M 832,246 -33,199 -4%
WFPG
43
Waller Financial Planning Group
Ohio
$34.5M 801,325 -5,174 -0.6%
RJA
44
Raymond James & Associates
Florida
$34.1M 793,264 +139,521 +21%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$33.5M 777,317 +19,337 +3%
OWP
46
Obermeyer Wealth Partners
Colorado
$32.6M 756,957 -305,085 -29%
CAN
47
Cetera Advisor Networks
California
$32.1M 745,679 -44,609 -6%
ST
48
Spinnaker Trust
Maine
$30.1M 700,422 +87,264 +14%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$29M 673,308 -502,762 -43%
IWC
50
Integrated Wealth Concepts
Massachusetts
$28.1M 654,031 -22,039 -3%
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