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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
551
Lockerman Financial Group
California
$329K +$72K +1,708 +28%
MLRA
552
Main Line Retirement Advisors
Montana
$327K +$327K +7,753 New
AA
553
ACT Advisors
North Carolina
$325K -$7.64K -181 -2%
MAM
554
Mystic Asset Management
Rhode Island
$325K +$15K +355 +5%
JFG
555
JDM Financial Group
Texas
$324K +$6.96K +165 +2%
NWMG
556
National Wealth Management Group
Ohio
$323K -$18.7K -444 -5%
AFTS
557
American Financial & Tax Strategies
New York
$322K +$322K +7,644 New
ICM
558
Islay Capital Management
Texas
$320K -$152K -3,609 -32%
VC
559
Vicus Capital
Pennsylvania
$317K -$17.3K -410 -5%
IWN
560
Independent Wealth Network
Iowa
$317K -$3.42K -81 -1%
ECM
561
Exchange Capital Management
Michigan
$316K +$316K +7,494 New
AAS
562
Ameritas Advisory Services
Nebraska
$316K +$1.39K +33 +0.4%
Betterment LLC
563
Betterment LLC
New York
$314K +$314K +7,447 New
SI
564
Stephens Inc
Arkansas
$310K +$310K +7,345 New
ACA
565
Aptus Capital Advisors
Alabama
$306K +$3.42K +81 +1%
DA
566
Detalus Advisors
Missouri
$303K -$137K -3,249 -31%
AP
567
Adero Partners
California
$303K – – –
CC
568
Courier Capital
New York
$298K +$17.2K +407 +6%
CSIC
569
Clifford Swan Investment Counsel
California
$295K +$12.4K +294 +4%
JIC
570
Johnson Investment Counsel
Ohio
$293K +$2.87K +68 +1%
FNWA
571
Financial Network Wealth Advisors
Utah
$291K +$291K +6,893 New
BFA
572
Beaumont Financial Advisors
Massachusetts
$290K +$27.7K +656 +11%
CA
573
CoreCap Advisors
Michigan
$288K -$19.5K -463 -6%
ECA
574
Elevated Capital Advisors
Utah
$288K +$288K +6,827 New
CF
575
Convergence Financial
Missouri
$286K +$286K +6,790 New
21 22
23
24 25