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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 %
OMC
601
Old Mission Capital
Illinois
$245K +$245K +5,687 New
VWA
602
Visionary Wealth Advisors
Illinois
$241K +$12.5K +290 +5%
PFA
603
Professional Financial Advisors
Nebraska
$240K +$86 +2 +0%
TAM
604
Townsend Asset Management
North Carolina
$237K +$43 +1 +0%
CFP
605
Cascade Financial Partners
California
$236K +$236K +5,801 New
SEA
606
Stegent Equity Advisors
Texas
$233K – – –
AWM
607
Apollon Wealth Management
South Carolina
$231K -$8.35K -194 -3%
AWM
608
Angeles Wealth Management
California
$231K – – –
OLA
609
Oliver Luxxe Assets
New Jersey
$228K +$1.77K +41 +0.8%
ATC
610
Argent Trust Co
Tennessee
$228K -$16.2K -377 -7%
SBIA
611
Sheaff Brock Investment Advisors
Indiana
$225K +$225K +5,234 New
D
612
Diversified
Delaware
$225K +$225K +5,218 New
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$224K +$224K +5,208 New
CRIG
614
Charter Research & Investment Group
Connecticut
$222K +$10.8K +250 +5%
RWM
615
Reston Wealth Management
Virginia
$220K +$220K +5,120 New
LSA
616
Lion Street Advisors
Texas
$219K – – –
CPRC
617
Consolidated Portfolio Review Corp
New York
$218K +$218K +5,060 New
PI
618
PFG Investments
New York
$218K +$218K +5,060 New
RBFC
619
Roman Butler Fullerton & Co
Missouri
$218K +$218K +5,372 New
NEWAS
620
N.E.W. Advisory Services
Wisconsin
$217K +$387 +9 +0.2%
CP
621
Castleview Partners
Texas
$217K +$82.4K +1,914 +61%
PWM
622
Power Wealth Management
Georgia
$216K -$7.1K -165 -3%
RCAG
623
Rehmann Capital Advisory Group
Michigan
$215K -$50K -1,162 -19%
CHA
624
Carmichael Hill & Associates
Maryland
$215K – – –
AA
625
Alesco Advisors
New York
$215K +$215K +4,986 New
23 24
25
26 27