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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$165M
2
LPL Financial
LPL Financial
California
$596M
3
Bank of America
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
AssetMark Inc
California
$29.1M
5
MCC
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
501
Johnson Investment Counsel
Ohio
$267K +$267K +6,877 New
VIP
502
Vantage Investment Partners
Missouri
$267K -$18.2K -469 -6%
CAAM
503
Cornerstone Advisors Asset Management
Pennsylvania
$266K +$583 +15 +0.2%
KPWS
504
Kestra Private Wealth Services
Texas
$264K +$48.4K +1,245 +22%
TFGT
505
TS Financial Group (TSFG)
Illinois
$261K +$113K +2,917 +77%
AAS
506
Ameritas Advisory Services
Nebraska
$261K +$252K +6,567 +2,759%
TVAMP
507
Tennessee Valley Asset Management Partners
Tennessee
$260K -$917K -23,619 -78%
CSIC
508
Clifford Swan Investment Counsel
California
$260K +$260K +6,689 New
FNBT
509
FineMark National Bank & Trust
Florida
$259K +$259K +6,664 New
CC
510
Courier Capital
New York
$258K +$258K +6,655 New
ISWM
511
Independent Solutions Wealth Management
New York
$258K -$9.75K -251 -4%
AFM
512
Abbot Financial Management
Massachusetts
$257K -$4.16K -107 -2%
PFA
513
Professional Financial Advisors
Nebraska
$250K -$404K -10,390 -62%
BG
514
Benedetti & Gucer
Georgia
$248K +$5.37K +138 +2%
AIM
515
Acropolis Investment Management
Missouri
$247K – – –
CB
516
Commerce Bank
Missouri
$246K -$5.87K -151 -2%
BWA
517
Burt Wealth Advisors
Maryland
$242K +$242K +6,234 New
SHJ
518
Sharkey, Howes & Javer
Colorado
$242K +$242K +6,221 New
BFA
519
Beaumont Financial Advisors
Massachusetts
$242K +$242K +6,219 New
LWMG
520
Levy Wealth Management Group
Pennsylvania
$240K +$240K +6,182 New
SBH
521
Segall Bryant & Hamill
Illinois
$239K +$239K +6,166 New
WHCI
522
W.H. Cornerstone Investments
Massachusetts
$236K +$236K +6,086 New
SF
523
Synovus Financial
Georgia
$236K +$233 +6 +0.1%
NCM
524
Noesis Capital Mangement
Florida
$233K -$155K -4,000 -40%
Bank of Montreal
525
Bank of Montreal
Ontario, Canada
$233K +$98K +2,518 +73%
19 20
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