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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 %
ATC
601
Argent Trust Co
Tennessee
$239K -$25.6K -606 -10%
AWM
602
Aspire Wealth Management
Massachusetts
$237K -$37.7K -893 -14%
Susquehanna International Group
603
Susquehanna International Group
Pennsylvania
$236K -$36.7M -870,627 -99%
AWM
604
Apollon Wealth Management
South Carolina
$235K +$235K +5,572 New
PFA
605
Professional Financial Advisors
Nebraska
$235K -$43.2K -1,025 -16%
SL
606
SWMG LLC
Texas
$233K -$801 -19 -0.3%
SHJ
607
Sharkey, Howes & Javer
Colorado
$233K -$7.3K -173 -3%
FTDI
608
First Trust Direct Indexing
Massachusetts
$232K +$232K +5,500 New
TAM
609
Townsend Asset Management
North Carolina
$232K +$127 +3 +0.1%
HF
610
HRT Financial
New York
$231K +$231K +5,477 New
SEA
611
Stegent Equity Advisors
Texas
$229K +$229K +5,419 New
PVI
612
Pine Valley Investments
New Jersey
$229K -$2.62K -62 -1%
SPC
613
Sigma Planning Corp
Michigan
$227K -$523K -12,405 -70%
AWM
614
Angeles Wealth Management
California
$226K +$11K +260 +5%
VWA
615
Visionary Wealth Advisors
Illinois
$224K -$345K -8,176 -61%
OLA
616
Oliver Luxxe Assets
New Jersey
$222K +$222K +5,265 New
VT
617
Vise Technologies
New York
$222K +$222K +5,265 New
WHCI
618
W.H. Cornerstone Investments
Massachusetts
$222K -$38.3K -907 -15%
PWM
619
Power Wealth Management
Georgia
$219K +$219K +5,188 New
LSA
620
Lion Street Advisors
Texas
$219K +$219K +5,188 New
CSIA
621
Charles Schwab Investment Advisory
California
$216K +$216K +5,116 New
SPWG
622
Syntegra Private Wealth Group
Missouri
$214K -$75.7M -1,795,625 -100%
NEWAS
623
N.E.W. Advisory Services
Wisconsin
$212K +$212K +5,033 New
FA
624
FSA Advisors
Michigan
$211K +$211K +4,994 New
CHA
625
Carmichael Hill & Associates
Maryland
$211K – – –
23 24
25
26 27