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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 %
FTDI
601
First Trust Direct Indexing
Massachusetts
$301K +$16.1K +353 +6%
VPWA
602
Vestia Personal Wealth Advisors
Indiana
$301K -$9.88K -217 -3%
CRIG
603
Charter Research & Investment Group
Connecticut
$300K +$65.3K +1,435 +28%
PCG
604
Prosperity Consulting Group
Maryland
$300K -$51.6K -1,134 -15%
AL
605
ACAS LLC
California
$298K +$11.4K +250 +4%
LFG
606
Lockerman Financial Group
California
$297K -$14.3K -314 -5%
AWA
607
Amplius Wealth Advisors
Pennsylvania
$296K -$232K -5,093 -44%
ESB
608
Essex Savings Bank
Connecticut
$295K -$1.82K -40 -0.6%
BFA
609
Beaumont Financial Advisors
Massachusetts
$295K +$23.7K +520 +9%
IFPG
610
Intrepid Financial Planning Group
Indiana
$294K +$294K +6,470 New
EWA
611
EverSource Wealth Advisors
Alabama
$289K -$35K -769 -11%
AAS
612
Ameritas Advisory Services
Nebraska
$287K +$7.05K +155 +3%
TW
613
TrinityPoint Wealth
Connecticut
$285K -$10.4K -228 -4%
AIM
614
Acropolis Investment Management
Missouri
$285K – – –
MLRA
615
Main Line Retirement Advisors
Montana
$283K +$1.23K +27 +0.4%
AFTS
616
American Financial & Tax Strategies
New York
$281K -$53K -1,165 -16%
NEWAS
617
N.E.W. Advisory Services
Wisconsin
$281K +$44.7K +983 +19%
MCWS
618
McKinley Carter Wealth Services
West Virginia
$281K -$40.6K -893 -13%
ORG
619
Optimist Retirement Group
Washington
$279K +$228 +5 +0.1%
KMWM
620
Keudell/Morrison Wealth Management
Oregon
$279K +$279K +6,134 New
EFG
621
Elios Financial Group
Ohio
$278K +$278K +6,109 New
BBA
622
Braun-Bostich & Associates
Pennsylvania
$275K -$92.5K -2,033 -25%
VWM
623
VCI Wealth Management
Missouri
$275K +$2.18K +48 +0.8%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$274K +$4.64K +102 +2%
NCM
625
Noesis Capital Mangement
Florida
$274K – – –
23 24
25
26 27