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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.

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
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
NIC
576
Northwest Investment Counselors
Oregon
$53K 1,365 +1,365 New
WP
577
WealthShield Partners
North Carolina
$52.2K 1,344 +3 +0.2%
PMFA
578
Plante Moran Financial Advisors
Michigan
$51.5K 1,326 +1,326 New
2L
579
25 LLC
Missouri
$48.2K 1,208 -400 -25%
BCMLT
580
Beacon Capital Management LLC (Tennessee)
Tennessee
$48K 1,236 +1,236 New
CTC
581
Central Trust Company
Missouri
$41.8K 1,075 – –
SIS
582
Sound Income Strategies
Florida
$40.8K 1,050 +1,050 New
WIM
583
Westside Investment Management
California
$37.8K 972 +641 +194%
SSB
584
Sandy Spring Bank
Maryland
$37.5K 966 +966 New
MIM
585
Macroview Investment Management
Maryland
$35K 902 +902 New
WT
586
Whittier Trust
California
$35K 901 +131 +17%
AA
587
Ancora Advisors
Ohio
$34.5K 888 +586 +194%
CPG
588
Cornerstone Planning Group
New Jersey
$34.4K 885 +885 New
LFA
589
LGT Financial Advisors
Texas
$33.7K 868 +868 New
CB
590
Community Bank
New York
$32.5K 838 +473 +130%
CWP
591
Concord Wealth Partners
Virginia
$31.1K 800 -382 -32%
ODG
592
O'Dell Group
Ohio
$30.6K 788 +788 New
HNB
593
Huntington National Bank
Ohio
– – – –
MA
594
Montag & Associates
Georgia
$29.3K 755 +755 New
CA
595
Clearstead Advisors
Ohio
$28.5K 735 +25 +4%
CSC
596
Caldwell Sutter Capital
California
$26.7K 687 +660 +2,444%
ACA
597
Aptus Capital Advisors
Alabama
$26.4K 679 +371 +120%
FWA
598
FSC Wealth Advisors
New York
$26.1K 672 +672 New
Fifth Third Bancorp
599
Fifth Third Bancorp
Ohio
$25.1K 645 -3,265 -84%
EWM
600
EPG Wealth Management
Georgia
$24.9K 640 +323 +102%
22 23
24
25 26