SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Apollon Wealth Management
South Carolina
$236K +$12.2K +294 +5%
DA
627
Detalus Advisors
Missouri
$235K -$47.4K -1,142 -17%
PFA
628
Professional Financial Advisors
Nebraska
$231K +$208 +5 +0.1%
TAM
629
Townsend Asset Management
North Carolina
$228K +$83 +2 +0%
UAG
630
United Advisor Group
Ohio
$228K +$228K +5,498 New
TWP
631
Tyche Wealth Partners
Texas
$227K +$227K +5,460 New
CIA
632
Concurrent Investment Advisors
Florida
$225K +$225K +5,423 New
SEA
633
Stegent Equity Advisors
Texas
$225K – – –
RBFC
634
Roman Butler Fullerton & Co
Missouri
$223K +$953 +23 +0.4%
VWA
635
Visionary Wealth Advisors
Illinois
$223K -$9.89K -238 -4%
AWM
636
Angeles Wealth Management
California
$223K – – –
MW
637
Maia Wealth
Colorado
$222K +$222K +5,055 New
SPAS
638
Spectrum Planning & Advisory Services
California
$222K +$222K +5,390 New
RMF
639
Red Mountain Financial
Colorado
$220K +$220K +5,297 New
SBIA
640
Sheaff Brock Investment Advisors
Indiana
$218K +$415 +10 +0.2%
D
641
Diversified
Delaware
$217K – – –
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$216K +$6.19K +149 +3%
CRIG
643
Charter Research & Investment Group
Connecticut
$214K – – –
WAG
644
Wallace Advisory Group
California
$214K +$214K +5,160 New
LSA
645
Lion Street Advisors
Texas
$214K -$1.45K -35 -0.7%
SW
646
Simplicity Wealth
New Jersey
$214K +$14.9K +358 +7%
BFG
647
Bleakley Financial Group
New Jersey
$214K +$14.9K +358 +7%
RCAG
648
Rehmann Capital Advisory Group
Michigan
$210K +$2.7K +65 +1%
ATC
649
Argent Trust Co
Tennessee
$210K -$9.88K -238 -5%
SW
650
SVB Wealth
Massachusetts
$208K -$152K -3,655 -42%
24 25
26
27 28