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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$165M
2
LPL Financial
LPL Financial
California
$596M
3
Bank of America
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
AssetMark Inc
California
$29.1M
5
MCC
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
476
Fusion Family Wealth
New York
$303K +$1.98K +51 +0.7%
Lido Advisors
477
Lido Advisors
California
$301K +$301K +7,762 New
SCM
478
Sebold Capital Management
Illinois
$300K +$300K +7,730 New
PA
479
PFG Advisors
Arizona
$300K +$300K +7,724 New
CFAM
480
Center For Asset Management
Florida
$300K +$300K +7,716 New
VC
481
Vicus Capital
Pennsylvania
$297K -$2.29K -59 -0.8%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$296K -$13.8K -356 -4%
KA
483
Kovack Advisors
Florida
$295K +$295K +7,597 New
BWP
484
Balboa Wealth Partners
Arizona
$294K -$66.3K -1,708 -18%
AP
485
Adero Partners
California
$294K – – –
GL
486
Graypoint LLC
New York
$294K +$117 +3 +0%
KIA
487
KLR Investment Advisors
Rhode Island
$293K +$4.58K +118 +2%
BAAM
488
Baker Avenue Asset Management
California
$293K +$176K +4,530 +150%
JFG
489
JDM Financial Group
Texas
$292K +$233 +6 +0.1%
CA
490
CoreCap Advisors
Michigan
$290K +$290K +7,473 New
GSEP
491
Golden State Equity Partners
California
$290K +$290K +7,554 New
AWM
492
Aspire Wealth Management
Massachusetts
$290K +$290K +7,470 New
ZCM
493
Ziegler Capital Management
Illinois
$288K +$288K +7,409 New
RWA
494
Rooted Wealth Advisors
Illinois
$287K -$1.8M -46,521 -86%
RWPA
495
Richard W. Paul & Associates
Michigan
$287K -$107K -2,744 -27%
SG
496
StoneX Group
New York
$283K +$64K +1,647 +29%
CCM
497
Crew Capital Management
Ohio
$283K -$233 -6 -0.1%
MWM
498
Marion Wealth Management
Pennsylvania
$281K +$281K +7,241 New
FHC
499
First Heartland Consultants
Missouri
$279K +$50.9K +1,310 +22%
AWAU
500
Alliance Wealth Advisors (Utah)
Utah
$273K +$34.4K +885 +14%
18 19
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