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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 %
LA
626
Legacy Advisors
Pennsylvania
$367K – – –
VDBMI
627
Van Den Berg Management I
Texas
$366K +$359 +8 +0.1%
CA
628
Continuum Advisory
Idaho
$365K -$45 -1 -0%
CT
629
Colonial Trust
South Carolina
$359K – – –
SWM
630
Sterling Wealth Management
Illinois
$358K – – –
IWN
631
Independent Wealth Network
Iowa
$358K +$19K +422 +6%
BAM
632
Belpointe Asset Management
Nevada
$358K +$9.37K +207 +3%
OPWM
633
Oakwell Private Wealth Management
Texas
$355K – – –
RIS
634
Richmond Investment Services
Wisconsin
$355K +$355K +7,907 New
US Bancorp
635
US Bancorp
Minnesota
$355K +$191K +4,261 +117%
KCPG
636
Kavar Capital Partners Group
Kansas
$354K – – –
SFM
637
Signet Financial Management
New Jersey
$353K -$22.5K -500 -6%
FFW
638
Fusion Family Wealth
New York
$353K – – –
WIC
639
Woodmont Investment Counsel
Tennessee
$353K – – –
LFA
640
Laraway Financial Advisors
Minnesota
$351K +$180 +4 +0.1%
VIP
641
Vantage Investment Partners
Missouri
$351K -$41K -915 -10%
CWG
642
Cornerstone Wealth Group
North Carolina
$347K +$347K +7,716 New
SCM
643
Sebold Capital Management
Illinois
$345K -$3.37K -75 -1%
SL
644
SWMG LLC
Texas
$340K -$2.65K -57 -0.8%
CFAM
645
Center For Asset Management
Florida
$339K -$5.21K -116 -2%
CFG
646
Carr Financial Group
Massachusetts
$339K -$5.8K -129 -2%
GL
647
Graypoint LLC
New York
$338K +$270 +6 +0.1%
MWM
648
Marion Wealth Management
Pennsylvania
$337K +$7.32K +163 +2%
MPW
649
Magnolia Private Wealth
Pennsylvania
$330K +$330K +7,350 New
WF
650
Welch & Forbes
Massachusetts
$328K +$7.91K +176 +2%
24 25
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