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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
476
Atomi Financial Group
New York
$518K +$100K +2,378 +24%
EGA
477
E&G Advisors
Texas
$516K +$25.3K +600 +5%
VPP
478
Vertex Planning Partners
Illinois
$513K +$61.8K +1,466 +14%
SWM
479
Sterling Wealth Management
Illinois
$511K +$511K +12,113 New
FPW
480
Flagship Private Wealth
Massachusetts
$510K +$48.9K +1,159 +11%
RPCONE
481
Retirement Planning Company of New England
Rhode Island
$509K +$122K +2,888 +31%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$504K +$504K +11,945 New
SIA
483
Strategic Investment Advisors
Michigan
$500K -$145K -3,430 -22%
WA
484
Wambolt & Associates
Colorado
$496K +$496K +11,767 New
SFG
485
Sovereign Financial Group
Connecticut
$494K -$60.7K -1,438 -11%
VCA
486
Verdence Capital Advisors
Maryland
$493K -$11.2K -265 -2%
ST
487
Sentinel Trust
Texas
$487K -$5.95K -141 -1%
NFP
488
Narus Financial Partners
Utah
$484K -$80.6K -1,910 -14%
GC
489
Gilbert & Cook
Iowa
$484K -$2.4K -57 -0.5%
MIG
490
McGuire Investment Group
Rhode Island
$479K – – –
PA
491
PFG Advisors
Arizona
$472K +$28.1K +666 +6%
AWA
492
Arkadios Wealth Advisors
Georgia
$470K -$211 -5 -0%
LA
493
Lynch & Associates
Indiana
$469K -$8.98K -213 -2%
BWM
494
BCS Wealth Management
Tennessee
$460K – – –
VDBMI
495
Van Den Berg Management I
Texas
$460K +$109K +2,583 +31%
AC
496
AIFG Consultants
New York
$459K -$5.38M -127,540 -92%
MA
497
Mutual Advisors
Nebraska
$452K +$20.9K +495 +5%
EWA
498
Exencial Wealth Advisors
Oklahoma
$449K – – –
PAG
499
Private Advisory Group
Washington
$449K – – –
HGERS
500
Householder Group Estate & Retirement Specialist
Arizona
$448K -$163K -3,855 -27%
18 19
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