SPSM icon

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 %
SPAS
626
Spectrum Planning & Advisory Services
California
$272K +$27.2K +598 +11%
BWA
627
Burt Wealth Advisors
Maryland
$271K – – –
RWM
628
Ritholtz Wealth Management
New York
$271K +$3.73K +82 +1%
TI
629
Trexquant Investment
Connecticut
$269K -$480K -10,551 -64%
SPWG
630
Syntegra Private Wealth Group
Missouri
$268K +$268K +5,884 New
AA
631
Alesco Advisors
New York
$268K -$364 -8 -0.1%
SGI
632
Summit Global Investments
Utah
$267K -$114K -2,509 -30%
FHC
633
First Heartland Consultants
Missouri
$267K -$1.09K -24 -0.4%
MGW
634
MB Generational Wealth
Washington
$267K – – –
KeyBank National Association
635
KeyBank National Association
Ohio
$265K – – –
SC
636
Sapient Capital
Indiana
$265K – – –
NWMG
637
National Wealth Management Group
Ohio
$263K -$137 -3 -0.1%
AFA
638
American Financial Advisors
Georgia
$261K +$261K +5,738 New
CFP
639
Cascade Financial Partners
California
$261K +$180 +4 +0.1%
FOA
640
Five Oceans Advisors
California
$261K -$56.6K -1,243 -18%
AWM
641
Apollon Wealth Management
South Carolina
$259K +$1.09K +24 +0.4%
MCM
642
Mainstream Capital Management
California
$253K +$253K +5,570 New
CIA
643
Concurrent Investment Advisors
Florida
$253K +$5.73K +126 +2%
APA
644
Astoria Portfolio Advisors
New York
$252K +$252K +5,575 New
TAM
645
Townsend Asset Management
North Carolina
$250K +$91 +2 +0%
MFT
646
Moisand Fitzgerald Tamayo
Florida
$249K -$20K -440 -7%
TWP
647
Tyche Wealth Partners
Texas
$249K +$228 +5 +0.1%
HSG
648
Helen Stephens Group
Texas
$248K -$16.6K -365 -6%
SAS
649
Stelac Advisory Services
New York
$248K +$248K +5,441 New
CWMGP
650
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$247K +$247K +5,438 New
24 25
26
27 28