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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 Market Value Shares Shares
Change 		Shares
Change %
CG
626
Cutler Group
California
$11K 306 +206 +206%
WP
627
WealthPLAN Partners
Nebraska
$9.98K 257 -171 -40%
SIC
628
SJS Investment Consulting
Ohio
$9.75K 251 – –
PAIM
629
Punch & Associates Investment Management
Minnesota
$9.29K 239 – –
SWM
630
Spire Wealth Management
Virginia
$8.52K 219 -31 -12%
BWM
631
Baystate Wealth Management
Massachusetts
$8.51K 219 +219 New
EWA
632
EverSource Wealth Advisors
Alabama
$8.47K 218 -175 -45%
FRA
633
Front Row Advisors
California
$7K 193 +193 New
AWM
634
Atticus Wealth Management
Florida
$6.67K 172 +27 +19%
HS
635
Horan Securities
United States
$6.6K 170 +1 +0.6%
SC
636
SouthState Corp
Florida
$6.53K 168 – –
HWM
637
Horizons Wealth Management
North Carolina
$6.37K 164 +164 New
BCM
638
Basso Capital Management
Connecticut
$6.1K 157 +157 New
LC
639
Lindbrook Capital
California
$5.91K 152 +152 New
DAM
640
Delta Asset Management
Tennessee
$5.83K 150 +150 New
FGAM
641
Financial Gravity Asset Management
Texas
$5.79K 149,161 +14,492 +11%
FCMT
642
Founders Capital Management (Texas)
Texas
$5.09K 131 +131 New
TSWM
643
Tyler-Stone Wealth Management
Ohio
$5K 135 +135 New
IHWM
644
Iron Horse Wealth Management
Iowa
$4.93K 127 -24 -16%
APW
645
Atlantic Private Wealth
North Carolina
$4.86K 125 +125 New
NMG
646
New Millennium Group
Utah
$4.71K 121 -80 -40%
HCP
647
Hexagon Capital Partners
Arkansas
$4.54K 117 +117 New
PFM
648
Phillips Financial Management
Indiana
$3.77K 97 – –
CAS
649
Coppell Advisory Solutions
Texas
$3.5K 90 +90 New
DWMG
650
DB Wealth Management Group
California
$3.03K 78 +78 New
24 25
26
27 28