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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
501
PAX Financial Group
Texas
$446K -$30.3K -743 -6%
UAS
502
United Asset Strategies
New York
$432K -$417K -9,880 -49%
BPA
503
Beacon Pointe Advisors
California
$431K -$155K -3,666 -26%
VF
504
Vawter Financial
Ohio
$429K +$16.3K +387 +4%
BCM
505
Brookstone Capital Management
Illinois
$427K -$388K -9,196 -48%
AIM
506
Anchor Investment Management
South Carolina
$427K – – –
CAAM
507
Cornerstone Advisors Asset Management
Pennsylvania
$425K +$136K +3,227 +47%
TFS
508
Thoroughbred Financial Services
Tennessee
$424K +$10.3K +244 +2%
SOS
509
Silver Oak Securities
Tennessee
$419K +$419K +9,941 New
CFD
510
Creative Financial Designs
Indiana
$419K +$1.86K +44 +0.4%
FIM
511
Fernwood Investment Management
Massachusetts
$413K +$48.5K +1,151 +13%
SCA
512
Sandy Cove Advisors
Massachusetts
$413K -$7.97K -189 -2%
AFAS
513
Acorn Financial Advisory Services
Virginia
$410K -$33.7K -807 -8%
KFGK
514
Keystone Financial Group (Kentucky)
Kentucky
$407K -$18K -427 -4%
TFGT
515
TS Financial Group (TSFG)
Illinois
$407K -$516K -12,224 -56%
AWAU
516
Alliance Wealth Advisors (Utah)
Utah
$402K +$55.1K +1,306 +16%
OFG
517
Oxford Financial Group
Indiana
$396K – – –
RWPA
518
Richard W. Paul & Associates
Michigan
$390K -$82K -1,944 -17%
LA
519
Lifeworks Advisors
Michigan
$389K +$24.5K +580 +7%
WTC
520
WhitTier Trust Company
Nevada
$388K – – –
NL
521
Navalign LLC
California
$386K +$386K +9,149 New
TCPWM
522
Traverso Chambers Private Wealth Management
California
$381K +$381K +9,027 New
SCM
523
Sebold Capital Management
Illinois
$379K +$53.4K +1,266 +16%
MWM
524
MBE Wealth Management
Wisconsin
$378K -$970 -23 -0.3%
IPWA
525
International Private Wealth Advisors
California
$377K +$377K +8,945 New
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