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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
476
Brio Consultants
California
$593K -$8.74K -192 -1%
PSF
477
Pacific Sun Financial
California
$589K -$12.1K -266 -2%
MWM
478
MGB Wealth Management
Texas
$587K -$3.87K -85 -0.7%
HH
479
Hilltop Holdings
Texas
$582K +$582K +12,797 New
CFB
480
Cullen/Frost Bankers
Texas
$581K – – –
SF
481
Synovus Financial
Georgia
$581K +$264K +5,804 +83%
BBA
482
BLB&B Advisors
Pennsylvania
$578K – – –
BPFA
483
Barnes Pettey Financial Advisors
Mississippi
$570K +$501 +11 +0.1%
PPW
484
Parcion Private Wealth
Washington
$562K – – –
CRC
485
Curi RMB Capital
Illinois
$559K +$41.5K +911 +8%
AWAU
486
Alliance Wealth Advisors (Utah)
Utah
$557K +$11.7K +257 +2%
EGA
487
E&G Advisors
Texas
$557K +$1.82K +40 +0.3%
SCA
488
Snowden Capital Advisors
New York
$555K +$49.1K +1,078 +10%
IPWA
489
International Private Wealth Advisors
California
$552K +$224K +4,928 +68%
SHGA
490
Sand Hill Global Advisors
California
$547K – – –
SPA
491
Sentinel Pension Advisors
Massachusetts
$546K -$163K -3,574 -23%
KFS
492
Kelly Financial Services
Massachusetts
$545K -$122K -2,677 -18%
MI
493
Moneywise Inc
Virginia
$542K +$1.27K +28 +0.2%
PA
494
PFG Advisors
Arizona
$542K +$24.4K +536 +5%
BWP
495
Balboa Wealth Partners
Arizona
$540K -$64.8K -1,424 -11%
FF
496
Fox Financial
Pennsylvania
$537K -$2.49M -54,725 -82%
DW30
497
Drucker Wealth 3.0
New Jersey
$533K +$182 +4 +0%
SLC
498
Second Line Capital
Louisiana
$531K +$1.59K +35 +0.3%
SFG
499
Sovereign Financial Group
Connecticut
$530K -$3.64K -80 -0.7%
AT
500
American Trust
Kentucky
$529K +$17.7K +390 +3%
18 19
20
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