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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
501
Truvestments Capital
Florida
– – -473 Closed
BHWM
502
Bay Harbor Wealth Management
Maryland
– – -368 Closed
CSWG
503
Cardinal Strategic Wealth Guidance
Kentucky
– – -344 Closed
ZIG
504
Zullo Investment Group
Pennsylvania
– – -320 Closed
BWM
505
Baystate Wealth Management
Massachusetts
– – -315 Closed
AWM
506
Accurate Wealth Management
Florida
– – -303 Closed
TF
507
TimeScale Financial
Massachusetts
– – -194 Closed
Simplex Trading
508
Simplex Trading
Illinois
– – -167 Closed
WPWM
509
Western Pacific Wealth Management
Illinois
– – -118 Closed
DCM
510
Davidson Capital Management
Texas
– – -109 Closed
EE
511
EWG Elevate
California
– – -73 Closed
BEI
512
Benjamin Edwards Inc
Missouri
– – -68 Closed
OIS
513
Okabena Investment Services
Minnesota
– – -60 Closed
TWA
514
TCI Wealth Advisors
Arizona
– – -52 Closed
FHA
515
First Horizon Advisors
Tennessee
– – -49 Closed
BCMLT
516
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -44 Closed
CAS
517
Coppell Advisory Solutions
Texas
– – -44 Closed
CASC
518
Coppell Advisory Solutions Corp
Texas
– – -44 Closed
RFS
519
Retirement Financial Solutions
Tennessee
– – -12 Closed
BTI
520
Blue Trust Inc
Georgia
– – -1 Closed
HNB
521
Huntington National Bank
Ohio
– – – –
17 18 19 20
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