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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 %
ONB
526
Old National Bancorp
Indiana
$231K +$231K +5,957 New
TRCT
527
Tower Research Capital (TRC)
New York
$229K -$980K -25,223 -81%
PVI
528
Pine Valley Investments
New Jersey
$224K -$5.67K -146 -2%
FMWA
529
Forvis Mazars Wealth Advisors
Missouri
$222K -$5.48K -141 -2%
RCAG
530
Rehmann Capital Advisory Group
Michigan
$222K +$222K +5,754 New
AMCA
531
Arthur M. Cohen & Associates
Illinois
$220K +$220K +5,676 New
MCWS
532
McKinley Carter Wealth Services
West Virginia
$218K -$6.72K -173 -3%
SL
533
SWMG LLC
Texas
$218K -$1.09K -28 -0.5%
MM
534
Meridian Management
Arkansas
$217K – – –
TAM
535
Townsend Asset Management
North Carolina
$213K +$213K +5,492 New
SEA
536
Stegent Equity Advisors
Texas
$210K – – –
LSA
537
L & S Advisors
California
$209K +$209K +5,378 New
MGIA
538
Moneta Group Investment Advisors
Missouri
$205K +$205K +5,270 New
LSA
539
Lion Street Advisors
Texas
$203K +$203K +4,619 New
AWM
540
Angeles Wealth Management
California
$198K – – –
CF
541
Centaurus Financial
California
$196K +$82.9K +2,139 +73%
AIM
542
Anchor Investment Management
South Carolina
$194K – – –
CT
543
Colonial Trust
South Carolina
$194K – – –
AIP
544
Ameritas Investment Partners
Nebraska
$176K +$176K +4,527 New
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$170K -$535K -13,767 -76%
IBOK
546
Independence Bank of Kentucky
Kentucky
$164K – – –
WT
547
Washington Trust
Rhode Island
$156K +$143K +3,688 +1,101%
CCP
548
Carmel Capital Partners
California
$154K +$154K +3,962 New
TPCW
549
TD Private Client Wealth
New York
$151K +$5.17K +133 +4%
AIM
550
Arcadia Investment Management
Michigan
$148K +$148K +3,810 New
20 21
22
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