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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$113 3 +3 New
YAL
477
Your Advocates Ltd
Texas
$38 1 -3,531 -100%
MWM
478
Merriman Wealth Management
Washington
– – -142,653 Closed
FFG
479
Ford Financial Group
California
– – -74,627 Closed
EFS
480
Econ Financial Services
Pennsylvania
– – -64,941 Closed
Renaissance Technologies
481
Renaissance Technologies
New York
– – -33,500 Closed
PCA
482
Prosperity Capital Advisors
Ohio
– – -33,040 Closed
VAS
483
Vestmark Advisory Solutions
Massachusetts
– – -24,237 Closed
PPP
484
Private Portfolio Partners
New Jersey
– – -22,864 Closed
HWA
485
Heartwood Wealth Advisors
Virginia
– – -18,261 Closed
CWMGP
486
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– – -15,229 Closed
FMI
487
Fiduciary Management Inc
Wisconsin
– – -15,045 Closed
EFH
488
Eaton Financial Holdings
Florida
– – -12,493 Closed
HHRDM
489
H&H Retirement Design & Management
Nevada
– – -12,380 Closed
SFG
490
SNS Financial Group
Minnesota
– – -9,781 Closed
AWMNH
491
Arcadia Wealth Management (New Hampshire)
New Hampshire
– – -9,300 Closed
Thrivent Financial for Lutherans
492
Thrivent Financial for Lutherans
Minnesota
– – -8,411 Closed
QPWM
493
Quadrant Private Wealth Management
Pennsylvania
– – -7,880 Closed
MPW
494
MGO Private Wealth
California
– – -7,553 Closed
IF
495
Intrua Financial
Texas
– – -7,207 Closed
OWA
496
Octavia Wealth Advisors
Ohio
– – -6,635 Closed
LWMG
497
Levy Wealth Management Group
Pennsylvania
– – -6,033 Closed
Qube Research & Technologies (QRT)
498
Qube Research & Technologies (QRT)
United Kingdom
– – -3,680 Closed
USCWA
499
U.S. Capital Wealth Advisors
Texas
– – -2,645 Closed
AIP
500
Ameritas Investment Partners
Nebraska
– – -2,559 Closed
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