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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
26
Texas Permanent School Fund
Texas
$64.5M +$42.5M +946,554 +194%
IAA
27
Independent Advisor Alliance
North Carolina
$63.7M +$63.7M +1,418,031 New
Osaic Holdings
28
Osaic Holdings
Arizona
$62.1M +$755K +16,797 +1%
GVAG
29
Great Valley Advisor Group
Delaware
$61.3M +$3.71M +82,547 +6%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$59.6M +$4.14M +92,063 +7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$56.4M +$2.02M +44,985 +4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$55.9M +$3.68M +82,027 +7%
State Street
33
State Street
Massachusetts
$55.7M -$8.09M -180,042 -13%
Stifel Financial
34
Stifel Financial
Missouri
$48.5M +$11M +245,857 +29%
MWA
35
Midland Wealth Advisors
Illinois
$47.7M +$171K +3,802 +0.4%
SMM
36
Stadion Money Management
Georgia
$47.1M -$17.5M -388,889 -27%
Raymond James Financial
37
Raymond James Financial
Florida
$46.6M +$46.6M +1,038,392 New
HighTower Advisors
38
HighTower Advisors
Illinois
$43.9M +$1.35M +30,082 +3%
MFG
39
Merit Financial Group
Georgia
$43.8M -$4.3M -95,834 -9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$43.5M +$5.11M +113,649 +13%
CAL
41
Capital Analysts LLC
Pennsylvania
$43M +$249K +5,542 +0.6%
Wells Fargo
42
Wells Fargo
California
$42.3M -$794K -17,668 -2%
Truist Financial
43
Truist Financial
North Carolina
$42.3M +$246K +5,484 +0.6%
4WM
44
49 Wealth Management
Texas
$40M +$8.3M +184,865 +26%
MSA
45
Mason Street Advisors
Wisconsin
$38.3M +$5.07M +112,800 +15%
ST
46
Spinnaker Trust
Maine
$37.5M +$2.48M +55,249 +7%
AssetMark Inc
47
AssetMark Inc
California
$37M +$4.66M +103,788 +14%
WFPG
48
Waller Financial Planning Group
Ohio
$36.5M -$84.2K -1,874 -0.2%
DWM
49
Dakota Wealth Management
Florida
$36.4M +$4.5M +100,261 +14%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$34.5M +$10.9M +241,908 +46%
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