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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 %
FWP
551
Forefront Wealth Partners
Texas
$535K +$535K +11,915 New
PA
552
PFG Advisors
Arizona
$533K -$2.07K -46 -0.4%
VPP
553
Vertex Planning Partners
Illinois
$531K +$18.7K +416 +4%
BWM
554
BCS Wealth Management
Tennessee
$527K +$37.3K +830 +8%
PAG
555
Paladin Advisory Group
Iowa
$517K +$13.1K +291 +3%
SFG
556
Sovereign Financial Group
Connecticut
$513K -$10.3K -230 -2%
RBFC
557
Roman Butler Fullerton & Co
Missouri
$510K +$46.3K +999 +10%
MF
558
Montis Financial
Massachusetts
$510K +$106K +2,349 +26%
OFG
559
Opulen Financial Group
Virginia
$510K +$510K +11,361 New
MIG
560
McGuire Investment Group
Rhode Island
$510K – – –
SLC
561
Second Line Capital
Louisiana
$499K -$24.9K -554 -5%
LA
562
Lynch & Associates
Indiana
$499K – – –
PAG
563
Private Advisory Group
Washington
$498K +$17.7K +395 +4%
BPA
564
Beacon Pointe Advisors
California
$495K -$15.3K -340 -3%
VT
565
Vise Technologies
New York
$494K +$8.8K +196 +2%
SHGA
566
Sand Hill Global Advisors
California
$491K -$49.6K -1,105 -9%
BOM
567
Bank of Marin
California
$488K -$6.24K -139 -1%
SI
568
Stephens Inc
Arkansas
$484K -$15K -335 -3%
AC
569
ASB Consultores
Florida
$484K – – –
EWA
570
Exencial Wealth Advisors
Oklahoma
$481K +$2.56K +57 +0.5%
IWM
571
Iams Wealth Management
Nebraska
$480K +$81K +1,804 +20%
OC
572
Oppenheimer & Co
New York
$473K +$164K +3,659 +53%
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$471K +$32.6K +725 +7%
GK
574
Graney & King
New York
$471K +$471K +10,475 New
SAI
575
Savvy Advisors Inc
New York
$467K +$14.3K +319 +3%
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