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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 %
WBCM
551
Wilson & Boucher Capital Management
California
$144K +$144K +3,700 New
Citigroup
552
Citigroup
New York
$140K +$122K +3,143 +679%
CHA
553
Carmichael Hill & Associates
Maryland
$129K +$129K +3,334 New
CP
554
Castleview Partners
Texas
$108K -$12.9K -331 -11%
NCM
555
Northwest Capital Management
Oregon
$107K +$107K +2,765 New
AF
556
Advisornet Financial
Minnesota
$103K -$5.13K -132 -5%
MPCG
557
Matrix Private Capital Group
New York
$95.5K +$95.5K +2,460 New
US Bancorp
558
US Bancorp
Minnesota
$93.9K +$83.5K +2,151 +806%
WBC
559
West Branch Capital
Massachusetts
$90.9K – – –
NFSG
560
Newbridge Financial Services Group
Florida
$90.1K – – –
GI
561
Gradient Investments
Minnesota
$90K -$269K -6,934 -75%
TIM
562
Tortoise Investment Management
New York
$89.8K – – –
OSNBOA
563
Old Second National Bank of Aurora
Illinois
$87.8K +$3.53K +91 +4%
IPW
564
Impact Partnership Wealth
Georgia
$87.5K +$87.5K +2,254 New
JWA
565
JFS Wealth Advisors
Pennsylvania
$83.4K +$39 +1 +0%
First Manhattan
566
First Manhattan
New York
$80.2K +$80.2K +2,066 New
HBW
567
Hazlett, Burt & Watson
West Virginia
$79K +$79K +2,031 New
ST
568
Smithfield Trust
Pennsylvania
$79K +$79K +2,137 New
ANBT
569
American National Bank & Trust
Texas
$77.3K – – –
SAM
570
S.A. Mason
Michigan
$71.2K – – –
PO
571
Private Ocean
California
$66.8K +$66.8K +1,720 New
PP
572
PrairieView Partners
Minnesota
$66K – – –
AP
573
Atwood & Palmer
Missouri
$62.6K +$62.6K +1,611 New
PA
574
Parallel Advisors
California
$57.8K +$7.5K +193 +15%
HWA
575
HHM Wealth Advisors
Tennessee
$57.7K +$777 +20 +1%
21 22
23
24 25