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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
601
Moneywise Inc
Virginia
$413K -$122K -2,720 -23%
MYIA
602
Mount Yale Investment Advisors
Colorado
$410K +$410K +9,138 New
AWM
603
Apollon Wealth Management
South Carolina
$409K +$153K +3,411 +60%
VCA
604
Verdence Capital Advisors
Maryland
$407K -$72.5K -1,615 -15%
VIM
605
Vista Investment Management
Pennsylvania
$407K +$63.5K +1,413 +19%
PFG
606
PAX Financial Group
Texas
$405K -$20.7K -460 -5%
MCM
607
Mengis Capital Management
Oregon
$404K +$106K +2,359 +36%
EWA
608
EverSource Wealth Advisors
Alabama
$404K +$118K +2,633 +41%
OC
609
Optima Capital
Oregon
$401K +$401K +8,918 New
HAM
610
Harmony Asset Management
Arizona
$398K +$76.4K +1,700 +24%
MSAM
611
Moloney Securities Asset Management
Missouri
$398K -$102K -2,262 -20%
MAM
612
Mystic Asset Management
Rhode Island
$397K +$6.74K +150 +2%
VC
613
Vicus Capital
Pennsylvania
$396K +$26.5K +590 +7%
BCA
614
Bay Colony Advisors
Massachusetts
$392K – – –
Northern Trust
615
Northern Trust
Illinois
$390K -$4.54K -101 -1%
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$385K +$114K +2,529 +42%
SCA
617
Sandy Cove Advisors
Massachusetts
$379K +$3.68K +82 +1%
AA
618
Alesco Advisors
New York
$378K +$114K +2,544 +43%
PFS
619
Prospera Financial Services
Texas
$375K +$15.9K +353 +4%
STA
620
Summit Trail Advisors
New York
$374K – – –
QCM
621
Quantinno Capital Management
New York
$374K +$374K +8,324 New
BJL
622
Brighton Jones LLC
Washington
$374K +$374K +8,316 New
WTC
623
WhitTier Trust Company
Nevada
$373K – – –
RPGK
624
Retirement Planning Group (Kansas)
Kansas
$371K +$39.3K +874 +12%
AFG
625
Atomi Financial Group
New York
$368K -$91.2K -2,030 -20%
23 24
25
26 27