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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$62.2M -$3.36M -73,888 -5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$58.9M -$3.4M -74,637 -5%
GVAG
28
Great Valley Advisor Group
Delaware
$58.4M +$6.49M +142,563 +13%
MPM
29
MBB Public Markets
Illinois
$56.4M -$12.4M -271,479 -18%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$56.2M -$182 -4 -0%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$12.1M +266,031 +28%
MIS
32
Morningstar Investment Services
Illinois
$54M -$1.14M -25,233 -2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$52.9M +$4.99M +109,686 +10%
MFG
34
Merit Financial Group
Georgia
$48.7M -$6.92M -152,023 -12%
MWA
35
Midland Wealth Advisors
Illinois
$48.1M +$546K +11,995 +1%
Wells Fargo
36
Wells Fargo
California
$43.6M +$2.19M +48,095 +5%
CAL
37
Capital Analysts LLC
Pennsylvania
$43.3M +$1.41M +31,068 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$43.1M +$1.24M +27,137 +3%
Truist Financial
39
Truist Financial
North Carolina
$42.6M +$254K +5,589 +0.6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$38.9M +$5.04M +110,665 +15%
Stifel Financial
41
Stifel Financial
Missouri
$38M +$16.5M +363,241 +77%
WFPG
42
Waller Financial Planning Group
Ohio
$37.1M +$93K +2,044 +0.3%
SC
43
Savant Capital
Illinois
$35.9M -$7.11M -156,170 -17%
ST
44
Spinnaker Trust
Maine
$35.5M +$3.29M +72,246 +10%
RJA
45
Raymond James & Associates
Florida
$33.8M -$502K -11,040 -1%
MSA
46
Mason Street Advisors
Wisconsin
$33.7M +$2.98M +65,400 +10%
AssetMark Inc
47
AssetMark Inc
California
$32.8M -$3.62M -79,607 -10%
EWM
48
Elevatus Welath Management
New York
$32.6M +$32.6M +717,327 New
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$32.3M +$1.35M +29,586 +4%
DWM
50
Dakota Wealth Management
Florida
$32.3M +$5.45M +119,829 +20%
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