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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 %
KAS
551
KPP Advisory Services
Kentucky
$212K +$212K +5,742 New
SHJ
552
Sharkey, Howes & Javer
Colorado
$210K -$19.7K -533 -9%
AMCA
553
Arthur M. Cohen & Associates
Illinois
$210K +$332 +9 +0.2%
MCWS
554
McKinley Carter Wealth Services
West Virginia
$207K -$332 -9 -0.2%
MM
555
Meridian Management
Arkansas
$206K – – –
SL
556
SWMG LLC
Texas
$205K -$1.92K -52 -0.9%
TAM
557
Townsend Asset Management
North Carolina
$203K +$37 +1 +0%
PVI
558
Pine Valley Investments
New Jersey
$202K -$10.3K -278 -5%
AWM
559
Angeles Wealth Management
California
$188K – – –
CHA
560
Carmichael Hill & Associates
Maryland
$184K +$61.1K +1,657 +50%
NS
561
NBC Securities
Alabama
$179K +$179K +4,854 New
AIP
562
Ameritas Investment Partners
Nebraska
$167K +$111 +3 +0.1%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$160K -$1.51K -41 -0.9%
IBOK
564
Independence Bank of Kentucky
Kentucky
$156K – – –
WT
565
Washington Trust
Rhode Island
$148K – – –
BAAM
566
Baker Avenue Asset Management
California
$148K -$130K -3,529 -47%
TIM
567
Tortoise Investment Management
New York
$147K +$61.4K +1,663 +72%
NCM
568
Northwest Capital Management
Oregon
$145K +$42.5K +1,151 +42%
TPCW
569
TD Private Client Wealth
New York
$141K -$2.69K -73 -2%
AIM
570
Arcadia Investment Management
Michigan
$141K – – –
CP
571
Castleview Partners
Texas
$137K +$34.9K +946 +34%
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K +$130K +3,619 +7,238%
Citigroup
573
Citigroup
New York
$117K -$15.9K -432 -12%
VAG
574
VisionPoint Advisory Group
Texas
$106K +$89.2K +2,417 +546%
CCP
575
Carmel Capital Partners
California
$101K -$45.1K -1,222 -31%
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