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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
526
Advisory Services Network
Georgia
$579K +$579K +12,880 New
PSF
527
Pacific Sun Financial
California
$575K -$6.33K -141 -1%
TCM
528
Triumph Capital Management
Colorado
$573K -$30.8K -686 -5%
BBA
529
BLB&B Advisors
Pennsylvania
$571K – – –
HWM
530
Horizon Wealth Management
Illinois
$569K +$160K +3,553 +39%
Fisher Asset Management
531
Fisher Asset Management
Washington
$566K +$566K +12,595 New
Jones Financial Companies
532
Jones Financial Companies
Missouri
$565K +$423K +9,416 +298%
UFA
533
US Financial Advisors
Massachusetts
$565K -$95.6K -2,128 -14%
BC
534
Brio Consultants
California
$563K -$21.7K -484 -4%
BPFA
535
Barnes Pettey Financial Advisors
Mississippi
$563K +$404 +9 +0.1%
PIAS
536
PCA Investment Advisory Services
Ohio
$563K -$28.9K -644 -5%
ME
537
McIlrath & Eck
Washington
$560K -$37.5K -834 -6%
NG
538
Norden Group
Utah
$558K +$185K +4,110 +49%
ACM
539
Advance Capital Management
Michigan
$557K -$12.2M -271,802 -96%
SF
540
Seros Financial
Arizona
$557K +$557K +13,402 New
EGA
541
E&G Advisors
Texas
$555K +$5.17K +115 +0.9%
CRC
542
Curi RMB Capital
Illinois
$554K +$2.16K +48 +0.4%
TWP
543
Tyche Wealth Partners
Texas
$553K +$307K +6,842 +125%
PAS
544
PKS Advisory Services
New York
$553K +$553K +18,503 New
KeyBank National Association
545
KeyBank National Association
Ohio
$552K +$290K +6,456 +111%
BWP
546
Balboa Wealth Partners
Arizona
$551K +$17.7K +393 +3%
SCA
547
Snowden Capital Advisors
New York
$543K -$4.4K -98 -0.8%
APA
548
Astoria Portfolio Advisors
New York
$540K +$290K +6,441 +116%
LJAC
549
L.J. Altfest & Co
New York
$538K +$308K +6,852 +133%
FNWA
550
Financial Network Wealth Advisors
Utah
$536K -$306K -6,811 -36%
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