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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 %
BAM
576
Belpointe Asset Management
Nevada
$350K -$7.05K -155 -2%
IF
577
Intrua Financial
Texas
$349K +$12.2K +267 +4%
CFG
578
Carr Financial Group
Massachusetts
$349K -$110K -2,410 -24%
CFAM
579
Center For Asset Management
Florida
$349K -$10.7K -235 -3%
VIM
580
Vista Investment Management
Pennsylvania
$348K +$65.6K +1,442 +23%
AA
581
ACT Advisors
North Carolina
$346K +$6.6K +145 +2%
PFBT
582
Parkside Financial Bank & Trust
Missouri
$344K +$284K +6,233 +472%
IWN
583
Independent Wealth Network
Iowa
$344K -$11.9K -262 -3%
GL
584
Graypoint LLC
New York
$342K +$55.3K +1,215 +19%
AC
585
AIFG Consultants
New York
$339K +$410 +9 +0.1%
Koshinski Asset Management
586
Koshinski Asset Management
Illinois
$337K +$14.6K +321 +5%
RPGK
587
Retirement Planning Group (Kansas)
Kansas
$336K – – –
MWM
588
MBE Wealth Management
Wisconsin
$334K -$72.9K -1,601 -18%
MWM
589
Marion Wealth Management
Pennsylvania
$334K +$51.9K +1,140 +18%
SIA
590
Strategic Investment Advisors
Michigan
$332K -$51.3K -1,127 -13%
CFD
591
Creative Financial Designs
Indiana
$329K +$10.3K +226 +3%
AP
592
Adero Partners
California
$327K – – –
HAM
593
Harmony Asset Management
Arizona
$326K -$28.4K -625 -8%
WF
594
Welch & Forbes
Massachusetts
$324K – – –
CSIC
595
Clifford Swan Investment Counsel
California
$318K – – –
OC
596
Oppenheimer & Co
New York
$313K +$19.8K +434 +7%
JFG
597
JDM Financial Group
Texas
$309K -$40.3K -886 -12%
VWA
598
Visionary Wealth Advisors
Illinois
$305K +$61K +1,341 +25%
APP
599
Avantax Planning Partners
Iowa
$305K -$7.28K -160 -2%
MCM
600
Mengis Capital Management
Oregon
$302K +$302K +6,639 New
22 23
24
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