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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 %
WP
551
WealthPLAN Partners
Nebraska
$388K +$74.9K +1,646 +24%
TFGT
552
TS Financial Group (TSFG)
Illinois
$387K +$318 +7 +0.1%
CA
553
Continuum Advisory
Idaho
$385K +$62.1K +1,312 +19%
FIM
554
Fernwood Investment Management
Massachusetts
$382K -$320K -7,035 -46%
SFM
555
Signet Financial Management
New Jersey
$381K +$30.6K +672 +9%
SCA
556
Sandy Cove Advisors
Massachusetts
$380K -$13.7K -302 -3%
STA
557
Summit Trail Advisors
New York
$379K – – –
NG
558
Norden Group
Utah
$379K -$13.3K -292 -3%
WTC
559
WhitTier Trust Company
Nevada
$378K -$3.41K -75 -0.9%
VC
560
Vicus Capital
Pennsylvania
$375K +$4.6K +101 +1%
LA
561
Legacy Advisors
Pennsylvania
$372K -$3.05K -67 -0.8%
VDBMI
562
Van Den Berg Management I
Texas
$370K -$99.4K -2,184 -21%
OCM
563
One Capital Management
California
$365K -$998K -21,939 -73%
CT
564
Colonial Trust
South Carolina
$364K – – –
PFS
565
Prospera Financial Services
Texas
$363K -$14.3K -314 -4%
SWM
566
Sterling Wealth Management
Illinois
$363K -$41.9K -920 -10%
OPWM
567
Oakwell Private Wealth Management
Texas
$360K -$9.28K -204 -3%
KCPG
568
Kavar Capital Partners Group
Kansas
$359K – – –
FFW
569
Fusion Family Wealth
New York
$358K +$2.46K +54 +0.7%
WIC
570
Woodmont Investment Counsel
Tennessee
$358K -$11K -241 -3%
CF
571
Convergence Financial
Missouri
$358K +$358K +7,856 New
LFA
572
Laraway Financial Advisors
Minnesota
$356K +$91 +2 +0%
FIA
573
Foundations Investment Advisors
Arizona
$355K +$355K +7,797 New
SL
574
SWMG LLC
Texas
$354K +$10.4K +218 +3%
SCM
575
Sebold Capital Management
Illinois
$353K – – –
21 22
23
24 25