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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMMS
476
Comprehensive Money Management Services
Florida
$724K +$724K +16,114 New
CA
477
CGN Advisors
Kansas
$716K -$14K -311 -2%
RCA
478
Ranch Capital Advisors
Florida
$715K +$3.37K +75 +0.5%
SWM
479
SFG Wealth Management
Maryland
$715K +$58.7K +1,306 +9%
PCIA
480
Prime Capital Investment Advisors
Kansas
$703K -$20.3K -451 -3%
SGWM
481
Sterling Group Wealth Management
California
$695K -$165K -3,684 -19%
AT
482
American Trust
Kentucky
$693K +$171K +3,804 +33%
FDW
483
Fourth Dimension Wealth
Ohio
$690K +$690K +14,228 New
NL
484
NWAM LLC
Washington
$690K -$4.4K -98 -0.6%
CPA
485
Capital Planning Advisors
California
$688K +$77.1K +1,717 +13%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$51.4K +1,144 +8%
SFG
487
Sunburst Financial Group
Alabama
$685K -$20.8K -464 -3%
WA
488
Wambolt & Associates
Colorado
$684K +$3.01K +67 +0.4%
BWMG
489
Barnes Wealth Management Group
California
$679K +$679K +15,110 New
FMN
490
Financial Management Network
California
$678K +$3.45K +76 +0.5%
OWA
491
Outlook Wealth Advisors
Texas
$669K +$8.94K +199 +1%
MWM
492
Meridian Wealth Management
Kentucky
$667K +$152K +3,393 +30%
TVAMP
493
Tennessee Valley Asset Management Partners
Tennessee
$660K +$228K +5,065 +53%
RPCONE
494
Retirement Planning Company of New England
Rhode Island
$660K +$33.7K +750 +5%
EFG
495
Ehrlich Financial Group
California
$658K +$39.3K +875 +6%
ICP
496
Interchange Capital Partners
Pennsylvania
$658K -$33.4K -744 -5%
LA
497
LexAurum Advisors
Kansas
$649K -$39.3K -874 -6%
TFG
498
Tilson Financial Group
New Jersey
$649K -$3.23K -72 -0.5%
RDIA
499
RE Dickinson Investment Advisors
Iowa
$645K +$645K +1,435 New
AWA
500
Alaska Wealth Advisors
Alaska
$643K +$28.4K +633 +5%
18 19
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