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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
476
Westside Investment Management
California
$12 – – –
ACG
477
Allen Capital Group
Nebraska
– -$8.25M -242,111 Closed
ACK
478
Andrew C. Karlinski
– -$3.8M -111,636 Closed
Jane Street
479
Jane Street
New York
– -$3.57M -104,708 Closed
SPWM
480
Straight Path Wealth Management
Michigan
– -$1.64M -48,194 Closed
Mirae Asset Global Investments
481
Mirae Asset Global Investments
South Korea
– -$1.51M -44,327 Closed
Walleye Capital
482
Walleye Capital
New York
– -$705K -20,687 Closed
HIC
483
Hartline Investment Corp
Illinois
– -$378K -11,094 Closed
IAIM
484
Industrial Alliance Investment Management
Quebec, Canada
– -$353K -10,350 Closed
PCS
485
Personal CFO Solutions
New Jersey
– -$332K -9,744 Closed
FCI
486
Financial Counselors Inc
Kansas
– -$310K -9,112 Closed
UFA
487
US Financial Advisors
Massachusetts
– -$308K -9,047 Closed
MA
488
Mutual Advisors
Nebraska
– -$266K -7,797 Closed
SW
489
Simplicity Wealth
New Jersey
– -$251K -7,356 Closed
LFG
490
Leverty Financial Group
Wisconsin
– -$248K -7,282 Closed
OFS
491
OneAscent Financial Services
Alabama
– -$230K -6,767 Closed
CAAS
492
Capital Asset Advisory Services
Michigan
– -$154K -4,536 Closed
ACM
493
Absolute Capital Management
Pennsylvania
– -$50.2K -1,471 Closed
MAM
494
Meeder Asset Management
Ohio
– -$43K -1,262 Closed
HIA
495
Harbor Investment Advisory
Maryland
– -$37K -1,097 Closed
FWP
496
FAS Wealth Partners
Kansas
– -$29K -856 Closed
EC
497
EdgeRock Capital
Colorado
– -$15K -440 Closed
HGERS
498
Householder Group Estate & Retirement Specialist
Arizona
– -$13K -407 Closed
M1FG
499
Mach-1 Financial Group
Arkansas
– -$11K -326 Closed
BWL
500
Bogart Wealth LLC
Virginia
– -$10K -306 Closed
17 18 19
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