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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 %
SAI
526
Savvy Advisors Inc
New York
$458K -$173K -3,791 -27%
TFS
527
Thoroughbred Financial Services
Tennessee
$458K – – –
CFGS
528
Concourse Financial Group Securities
Alabama
$457K -$20.7K -454 -4%
RBFC
529
Roman Butler Fullerton & Co
Missouri
$456K +$210K +4,610 +85%
BCM
530
Brookstone Capital Management
Illinois
$454K +$46.5K +1,022 +11%
UWM
531
USAdvisors Wealth Management
Minnesota
$450K -$110K -2,416 -20%
GC
532
Gilbert & Cook
Iowa
$447K -$132K -2,904 -23%
OSNBOA
533
Old Second National Bank of Aurora
Illinois
$445K +$14.8K +326 +3%
SWA
534
Sightline Wealth Advisors
Connecticut
$441K -$114K -2,494 -20%
WIC
535
Whitegate Investment Counselors
New Hampshire
$441K -$38.9K -854 -8%
TVAMP
536
Tennessee Valley Asset Management Partners
Tennessee
$438K +$24.8K +544 +6%
PFG
537
PAX Financial Group
Texas
$431K -$32K -704 -7%
VF
538
Vawter Financial
Ohio
$430K -$18.7K -411 -4%
OFG
539
Oxford Financial Group
Indiana
$428K -$6.69K -147 -2%
HWM
540
Horizon Wealth Management
Illinois
$415K +$46 +1 +0%
RWPA
541
Richard W. Paul & Associates
Michigan
$412K -$12K -263 -3%
MF
542
Montis Financial
Massachusetts
$410K +$410K +9,015 New
MAM
543
Milestone Asset Management
Pennsylvania
$410K +$410K +9,010 New
CA
544
Claro Advisors
Massachusetts
$406K +$4.1K +90 +1%
IWM
545
Iams Wealth Management
Nebraska
$405K +$65.3K +1,435 +19%
Northern Trust
546
Northern Trust
Illinois
$400K +$4.73K +104 +1%
VIP
547
Vantage Investment Partners
Missouri
$398K +$1.59K +35 +0.4%
BCA
548
Bay Colony Advisors
Massachusetts
$398K – – –
ST
549
Sentinel Trust
Texas
$396K -$78.2K -1,716 -16%
MAM
550
Mystic Asset Management
Rhode Island
$395K +$7.28K +160 +2%
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