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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 %
Brown Advisory
576
Brown Advisory
Maryland
$284K +$284K +6,724 New
MFT
577
Moisand Fitzgerald Tamayo
Florida
$284K -$62.1K -1,472 -18%
TW
578
TrinityPoint Wealth
Connecticut
$282K -$11.3K -268 -4%
CFB
579
Cullen/Frost Bankers
Texas
$280K -$280K -6,635 -50%
RPGK
580
Retirement Planning Group (Kansas)
Kansas
$275K -$4.35K -103 -2%
BG
581
Benedetti & Gucer
Georgia
$269K – – –
AIM
582
Acropolis Investment Management
Missouri
$264K -$4.72K -112 -2%
GL
583
Graypoint LLC
New York
$263K -$55.8K -1,323 -17%
ES
584
ETF Store
Kansas
$263K +$263K +6,240 New
BWA
585
Burt Wealth Advisors
Maryland
$263K – – –
ESB
586
Essex Savings Bank
Connecticut
$263K -$22.2K -527 -8%
MW
587
Maia Wealth
Colorado
$262K +$262K +6,222 New
MGIA
588
Moneta Group Investment Advisors
Missouri
$260K +$260K +6,166 New
RCAG
589
Rehmann Capital Advisory Group
Michigan
$260K -$5.23K -124 -2%
ORG
590
Optimist Retirement Group
Washington
$258K +$258K +6,124 New
MWM
591
Marion Wealth Management
Pennsylvania
$256K -$54.2K -1,285 -17%
WP
592
WealthPLAN Partners
Nebraska
$255K +$255K +6,048 New
SF
593
Synovus Financial
Georgia
$254K +$253 +6 +0.1%
NCM
594
Noesis Capital Mangement
Florida
$253K – – –
SC
595
Sapient Capital
Indiana
$246K +$246K +5,828 New
HFA
596
High Falls Advisors
New York
$244K -$42.2K -1,000 -15%
AMCA
597
Arthur M. Cohen & Associates
Illinois
$241K +$1.69K +40 +0.7%
RMF
598
Red Mountain Financial
Colorado
$241K +$241K +5,724 New
MCWS
599
McKinley Carter Wealth Services
West Virginia
$241K +$3.88K +92 +2%
CCM
600
Crew Capital Management
Ohio
$239K -$26.4K -627 -10%
22 23
24
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