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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
+$69.2M
2
CM
Cercano Management
Washington
+$66M
3
Betterment LLC
Betterment LLC
New York
+$37.5M
4
EWM
Elevatus Welath Management
New York
+$32.6M
5
4WM
49 Wealth Management
Texas
+$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$167M
2
PAG
Private Advisor Group
New Jersey
-$26.4M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
OFS
OneAscent Financial Services
Alabama
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
501
Latitude Advisors
Florida
$526K -$24.2K -532 -4%
RFG
502
Range Financial Group
Oregon
$523K -$920K -20,214 -64%
MWM
503
Meridian Wealth Management
Kentucky
$521K -$13.2K -290 -2%
VPP
504
Vertex Planning Partners
Illinois
$519K +$6.78K +149 +1%
MIG
505
McGuire Investment Group
Rhode Island
$517K – – –
BPA
506
Beacon Pointe Advisors
California
$517K +$65.9K +1,448 +15%
PAG
507
Paladin Advisory Group
Iowa
$511K -$10.5K -230 -2%
SI
508
Stephens Inc
Arkansas
$506K +$149K +3,278 +42%
MSAM
509
Moloney Securities Asset Management
Missouri
$506K -$21.9K -481 -4%
LA
510
Lynch & Associates
Indiana
$506K – – –
BOM
511
Bank of Marin
California
$501K +$12.4K +272 +3%
BWM
512
BCS Wealth Management
Tennessee
$496K – – –
P
513
&Partners
Tennessee
$494K +$179K +3,942 +57%
TPCM
514
Templeton & Phillips Capital Management
Tennessee
$492K – – –
VT
515
Vise Technologies
New York
$492K -$44.5K -977 -8%
AC
516
ASB Consultores
Florida
$490K +$169K +3,708 +52%
PAG
517
Private Advisory Group
Washington
$486K +$2.18K +48 +0.5%
VCA
518
Verdence Capital Advisors
Maryland
$486K -$60.9K -1,338 -11%
EWA
519
Exencial Wealth Advisors
Oklahoma
$484K – – –
CC
520
Courier Capital
New York
$484K +$181K +3,975 +60%
MCA
521
MSH Capital Advisors
Arizona
$473K +$158K +3,478 +50%
NFP
522
Narus Financial Partners
Utah
$467K +$11.5K +253 +3%
AFG
523
Atomi Financial Group
New York
$465K -$44.7K -983 -9%
FTWA
524
Fifth Third Wealth Advisors
Ohio
$464K +$464K +10,190 New
AIM
525
Anchor Investment Management
South Carolina
$460K – – –
19 20
21
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