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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 %
EIP
626
Ellis Investment Partners
Pennsylvania
$209K +$209K +4,957 New
CRIG
627
Charter Research & Investment Group
Connecticut
$207K +$207K +4,910 New
ASN
628
Advisory Services Network
Georgia
$206K +$206K +4,892 New
ACM
629
Absolute Capital Management
Pennsylvania
$206K +$206K +4,882 New
MAG
630
Mayfair Advisory Group
Alabama
$205K -$178K -4,239 -47%
NS
631
NBC Securities
Alabama
$204K +$210 +5 +0.1%
WH
632
Willner & Heller
California
$204K +$204K +4,834 New
SS
633
Simplicity Solutions
Minnesota
$202K -$47.7K -1,132 -19%
BFG
634
Bleakley Financial Group
New Jersey
$202K -$47.7K -1,132 -19%
HAS
635
HBW Advisory Services
California
$202K +$202K +4,797 New
QWM
636
Quadcap Wealth Management
Texas
$201K +$201K +4,771 New
CWM
637
Cranbrook Wealth Management
Michigan
$201K +$201K +4,766 New
BA
638
Ballast Advisors
Minnesota
$196K -$131K -3,117 -40%
AIP
639
Ameritas Investment Partners
Nebraska
$189K -$2.49K -59 -1%
VAG
640
VisionPoint Advisory Group
Texas
$187K +$66.8K +1,584 +55%
IBOK
641
Independence Bank of Kentucky
Kentucky
$179K – – –
WT
642
Washington Trust
Rhode Island
$170K – – –
TPCW
643
TD Private Client Wealth
New York
$166K +$4.68K +111 +3%
NCM
644
Northwest Capital Management
Oregon
$165K – – –
AIM
645
Arcadia Investment Management
Michigan
$164K +$3.75K +89 +2%
US Bancorp
646
US Bancorp
Minnesota
$153K +$64.1K +1,520 +72%
S
647
Sachetta
Massachusetts
$147K +$147K +3,489 New
SPWM
648
Spartan Planning & Wealth Management
North Carolina
$147K +$101K +2,394 +221%
NMM
649
Naples Money Management
Florida
$141K +$141K +3,333 New
Amundi
650
Amundi
France
$139K +$139K +3,403 New
24 25
26
27 28