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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$566M
2
LPL Financial
LPL Financial
California
+$38.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.9M
4
MPM
MBB Public Markets
Illinois
+$33.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.2M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$142M
2
HI
Horizon Investments
North Carolina
-$117M
3
Morgan Stanley
Morgan Stanley
New York
-$88M
4
Charles Schwab
Charles Schwab
California
-$79M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
526
Vantage Investment Partners
Missouri
$375K – – –
PFS
527
Prospera Financial Services
Texas
$374K +$7.45K +173 +2%
SW
528
SVB Wealth
Massachusetts
$373K -$368K -8,547 -50%
CF
529
Centaurus Financial
California
$373K -$2.12M -49,408 -85%
BRWA
530
B. Riley Wealth Advisors
Florida
$370K -$261K -7,079 -41%
PSCM
531
Per Stirling Capital Management
Texas
$367K +$344 +8 +0.1%
KCPG
532
Kavar Capital Partners Group
Kansas
$365K -$365K -8,488 -50%
HAM
533
Harmony Asset Management
Arizona
$361K -$8.61K -200 -2%
STA
534
Summit Trail Advisors
New York
$358K – – –
CFAM
535
Center For Asset Management
Florida
$357K -$7.32K -170 -2%
OPWM
536
Oakwell Private Wealth Management
Texas
$350K – – –
LFG
537
Lockerman Financial Group
California
$349K +$13.3K +310 +4%
WIC
538
Woodmont Investment Counsel
Tennessee
$349K +$349K +8,100 New
MAM
539
Mystic Asset Management
Rhode Island
$347K +$15.1K +350 +5%
CT
540
Colonial Trust
South Carolina
$344K – – –
IWN
541
Independent Wealth Network
Iowa
$344K +$21.2K +492 +7%
VC
542
Vicus Capital
Pennsylvania
$344K +$20.2K +470 +6%
ECG
543
EPIQ Capital Group
California
$343K +$343K +7,968 New
LA
544
Legacy Advisors
Pennsylvania
$342K – – –
TPCM
545
Templeton & Phillips Capital Management
Tennessee
$338K +$338K +7,859 New
SI
546
Stephens Inc
Arkansas
$337K +$21.3K +495 +7%
DWM
547
Dogwood Wealth Management
Kansas
$337K -$225K -5,219 -40%
LFA
548
Laraway Financial Advisors
Minnesota
$336K -$1.51K -35 -0.4%
FFW
549
Fusion Family Wealth
New York
$336K – – –
NWMG
550
National Wealth Management Group
Ohio
$333K +$3.31K +77 +1%
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