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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
Bank of America
North Carolina
$295M
3
RBA
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
Ameriprise
Minnesota
$204M
5
FA
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
Stadion Money Management
Georgia
$47.8M
4
AWC
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
501
Colonial Trust
South Carolina
$295K +$111K +3,000 +60%
VC
502
Vicus Capital
Pennsylvania
$293K +$10.3K +280 +4%
AA
503
ACT Advisors
North Carolina
$291K +$291K +7,889 New
FFW
504
Fusion Family Wealth
New York
$288K – – –
KPWS
505
Kestra Private Wealth Services
Texas
$288K +$36.7K +994 +15%
BA
506
Ballast Advisors
Minnesota
$287K -$234K -6,332 -45%
SCM
507
Sebold Capital Management
Illinois
$285K – – –
ECM
508
Evergreen Capital Management
Washington
$282K +$282K +7,646 New
IWN
509
Independent Wealth Network
Iowa
$280K -$8.71K -236 -3%
KIA
510
KLR Investment Advisors
Rhode Island
$280K -$5.67K -150 -2%
GL
511
Graypoint LLC
New York
$279K +$37 +1 +0%
JFG
512
JDM Financial Group
Texas
$277K – – –
MWM
513
Marion Wealth Management
Pennsylvania
$271K +$4.06K +110 +2%
MAM
514
Mystic Asset Management
Rhode Island
$271K +$271K +7,350 New
AAS
515
Ameritas Advisory Services
Nebraska
$270K +$24K +665 +10%
CA
516
CoreCap Advisors
Michigan
$269K -$6.53K -177 -2%
AP
517
Adero Partners
California
$265K -$14.2K -385 -5%
ACA
518
Aptus Capital Advisors
Alabama
$265K +$240K +6,505 +958%
TW
519
TrinityPoint Wealth
Connecticut
$256K +$256K +6,946 New
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$256K -$25K -677 -9%
RWM
521
Reston Wealth Management
Virginia
$254K -$175K -4,737 -41%
JIC
522
Johnson Investment Counsel
Ohio
$254K – – –
CAAM
523
Cornerstone Advisors Asset Management
Pennsylvania
$253K -$554 -15 -0.2%
HFA
524
High Falls Advisors
New York
$250K -$45.1K -1,222 -15%
ESB
525
Essex Savings Bank
Connecticut
$249K +$249K +6,756 New
19 20
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