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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 %
CSIC
526
Clifford Swan Investment Counsel
California
$247K – – –
CC
527
Courier Capital
New York
$246K – – –
RPGK
528
Retirement Planning Group (Kansas)
Kansas
$244K +$244K +6,620 New
PFA
529
Professional Financial Advisors
Nebraska
$243K +$5.46K +148 +2%
CB
530
Commerce Bank
Missouri
$241K +$7.12K +193 +3%
AWM
531
Aspire Wealth Management
Massachusetts
$240K -$35.2K -953 -13%
BG
532
Benedetti & Gucer
Georgia
$235K – – –
AIM
533
Acropolis Investment Management
Missouri
$235K – – –
CCM
534
Crew Capital Management
Ohio
$232K -$36.5K -988 -14%
ATC
535
Argent Trust Co
Tennessee
$231K -$61.5K -1,666 -21%
RCAG
536
Rehmann Capital Advisory Group
Michigan
$231K +$19.4K +528 +9%
FG
537
Fiduciary Group
Georgia
$231K +$231K +6,250 New
BWA
538
Burt Wealth Advisors
Maryland
$230K – – –
BFA
539
Beaumont Financial Advisors
Massachusetts
$229K – – –
WHCI
540
W.H. Cornerstone Investments
Massachusetts
$227K +$2.91K +79 +1%
LFG
541
Lockerman Financial Group
California
$225K +$225K +6,091 New
RWA
542
Rooted Wealth Advisors
Illinois
$224K -$55.9K -1,486 -20%
SF
543
Synovus Financial
Georgia
$222K -$1.88K -51 -0.8%
NCM
544
Noesis Capital Mangement
Florida
$221K – – –
FIM
545
Freedom Investment Management
Connecticut
$220K +$220K +5,970 New
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$220K -$7.89K -207 -3%
SFO
547
Stokes Family Office
Louisiana
$220K -$73.2K -1,983 -25%
SS
548
Simplicity Solutions
Minnesota
$218K -$107K -2,901 -33%
BFG
549
Bleakley Financial Group
New Jersey
$218K -$107K -2,901 -33%
FHC
550
First Heartland Consultants
Missouri
$213K -$51.6K -1,400 -20%
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