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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$566M
2
LPL Financial
LPL Financial
California
+$38.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.9M
4
MPM
MBB Public Markets
Illinois
+$33.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.2M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$142M
2
HI
Horizon Investments
North Carolina
-$117M
3
Morgan Stanley
Morgan Stanley
New York
-$88M
4
Charles Schwab
Charles Schwab
California
-$79M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
576
Burt Wealth Advisors
Maryland
$281K +$12.5K +290 +5%
MFT
577
Moisand Fitzgerald Tamayo
Florida
$278K -$11.1K -257 -4%
HSG
578
Helen Stephens Group
Texas
$277K -$96.1K -2,234 -26%
BG
579
Benedetti & Gucer
Georgia
$275K +$774 +18 +0.3%
BFA
580
Beaumont Financial Advisors
Massachusetts
$272K -$23.8K -554 -8%
TW
581
TrinityPoint Wealth
Connecticut
$271K -$16.1K -373 -6%
GL
582
Graypoint LLC
New York
$271K +$2.41K +56 +0.9%
AIM
583
Acropolis Investment Management
Missouri
$269K – – –
MYIA
584
Mount Yale Investment Advisors
Colorado
$269K +$269K +6,246 New
TFGT
585
TS Financial Group (TSFG)
Illinois
$268K -$147K -3,415 -35%
MWM
586
Marion Wealth Management
Pennsylvania
$266K +$4.52K +105 +2%
MLRA
587
Main Line Retirement Advisors
Montana
$265K -$68.9K -1,601 -21%
ORG
588
Optimist Retirement Group
Washington
$264K +$172 +4 +0.1%
ESB
589
Essex Savings Bank
Connecticut
$263K – – –
CV
590
Counterweight Ventures
North Carolina
$260K +$260K +6,044 New
EWA
591
EverSource Wealth Advisors
Alabama
$260K +$136K +3,346 +110%
CAAS
592
Capital Asset Advisory Services
Michigan
$259K +$259K +6,190 New
NCM
593
Noesis Capital Mangement
Florida
$258K – – –
CJFS
594
Coulter & Justus Financial Services
Tennessee
$258K +$258K +6,000 New
RWM
595
Ritholtz Wealth Management
New York
$252K +$252K +5,858 New
KeyBank National Association
596
KeyBank National Association
Ohio
$251K +$251K +5,830 New
SC
597
Sapient Capital
Indiana
$251K – – –
HFA
598
High Falls Advisors
New York
$249K – – –
SAW
599
Signal Advisors Wealth
Michigan
$248K -$91.9K -2,135 -27%
MCWS
600
McKinley Carter Wealth Services
West Virginia
$245K -$517 -12 -0.2%
22 23
24
25 26