SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$566M
2
LPL Financial
LPL Financial
California
+$38.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.9M
4
MPM
MBB Public Markets
Illinois
+$33.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.2M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$142M
2
HI
Horizon Investments
North Carolina
-$117M
3
Morgan Stanley
Morgan Stanley
New York
-$88M
4
Charles Schwab
Charles Schwab
California
-$79M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
476
Sovereign Financial Group
Connecticut
$504K – – –
WA
477
Wambolt & Associates
Colorado
$502K +$128 +3 +0%
CF
478
Convergence Financial
Missouri
$501K +$209K +4,850 +71%
AWA
479
Amplius Wealth Advisors
Pennsylvania
$499K -$64.6K -1,502 -11%
MSAM
480
Moloney Securities Asset Management
Missouri
$498K -$47.2K -1,097 -9%
HGERS
481
Householder Group Estate & Retirement Specialist
Arizona
$492K +$34.9K +811 +8%
SPC
482
Sigma Planning Corp
Michigan
$491K +$259K +6,027 +112%
MIG
483
McGuire Investment Group
Rhode Island
$489K – – –
AT
484
American Trust
Kentucky
$488K -$93.3K -2,167 -16%
PAG
485
Paladin Advisory Group
Iowa
$488K -$40.6K -953 -8%
VPP
486
Vertex Planning Partners
Illinois
$487K -$36.7K -853 -7%
CRC
487
Curi RMB Capital
Illinois
$479K +$479K +11,131 New
LA
488
Lynch & Associates
Indiana
$478K – – –
KFGK
489
Keystone Financial Group (Kentucky)
Kentucky
$474K +$58.2K +1,352 +14%
Brown Advisory
490
Brown Advisory
Maryland
$473K +$183K +4,257 +63%
BWM
491
BCS Wealth Management
Tennessee
$469K – – –
PA
492
PFG Advisors
Arizona
$465K -$16.8K -391 -3%
NFP
493
Narus Financial Partners
Utah
$464K -$30K -696 -6%
RWPA
494
Richard W. Paul & Associates
Michigan
$463K +$65K +1,510 +16%
MA
495
Mutual Advisors
Nebraska
$459K -$2.71K -63 -0.6%
EWA
496
Exencial Wealth Advisors
Oklahoma
$458K – – –
PAG
497
Private Advisory Group
Washington
$458K – – –
VDBMI
498
Van Den Berg Management I
Texas
$450K -$19K -441 -4%
ST
499
Sentinel Trust
Texas
$448K -$48.7K -1,132 -10%
CFG
500
Carr Financial Group
Massachusetts
$441K -$92.2K -2,142 -17%
18 19
20
21 22