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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 Holding Trade Value Shares
Change 		Shares
Change %
SS
601
Sunbelt Securities
Texas
$24K – – –
LOIP
602
Live Oak Investment Partners
Texas
$23.7K – – –
Simplex Trading
603
Simplex Trading
Illinois
$23K +$23K +600 New
CIA
604
Cape Investment Advisory
Georgia
$22.9K +$3.11K +80 +16%
LSA
605
Lansing Street Advisors
Pennsylvania
$22.8K +$22.8K +587 New
BC
606
Barrett & Company
Rhode Island
$21.8K +$21.8K +562 New
CFFP
607
Center for Financial Planning
Michigan
$19.4K – – –
FHA
608
First Horizon Advisors
Tennessee
$19.4K +$19.4K +500 New
JGIA
609
Jackson Grant Investment Advisers
Connecticut
$18.9K +$78 +2 +0.4%
MHR
610
Matthew Hamilton Rosenberg
$18.3K – – –
TAM
611
Tucker Asset Management
Colorado
$18.1K +$9.98K +257 +123%
OIA
612
Optimum Investment Advisors
Illinois
$17.2K +$17.2K +444 New
VAG
613
VisionPoint Advisory Group
Texas
$17.2K +$17.2K +443 New
LF
614
Lee Financial
Texas
$17K +$11.5K +295 +208%
FFL
615
Financial Freedom LLC
Ohio
$16.7K +$16.7K +429 New
WWM
616
Wolff Wiese Magana
California
$15.3K – – –
CB
617
Centennial Bank
Arkansas
$14.6K +$14.6K +377 New
GWANC
618
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4K +$14.4K +371 New
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$14.1K +363 +12,100%
AWM
620
AllSquare Wealth Management
New York
$13.1K +$13.1K +357 New
OP
621
ORG Partners
Indiana
$12K +$12K +305 New
TWM
622
Tradition Wealth Management
Minnesota
$12K +$12K +320 New
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.4K +$39 +1 +0.3%
OHWP
624
Oak Harbor Wealth Partners
North Carolina
$11.3K +$11.3K +290 New
CA
625
Crewe Advisors
Utah
$11.1K +$10.1K +261 +1,088%
23 24
25
26 27