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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 %
S
651
SignatureFD
Georgia
$2.76K 71 -38 -35%
MRCM
652
M&R Capital Management
New Jersey
$2.52K 65 – –
PWMG
653
Prestige Wealth Management Group
New Jersey
$2.18K 56 – –
FA
654
Fiduciary Alliance
South Carolina
$2.18K 56 +56 New
C
655
Covestor
United Kingdom
$2K 52 -15 -22%
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94K 50 +50 New
RFG
657
RFP Financial Group
Georgia
$1.85K 48 +48 New
Russell Investments Group
658
Russell Investments Group
United Kingdom
$1.8K 46 – –
FBC
659
Fairfield, Bush & Co
Connecticut
$1.01K 26 +26 New
HFS
660
Hantz Financial Services
Michigan
$1K 33 – –
SCA
661
Stonebridge Capital Advisors
Minnesota
$932 24 +24 New
GWMIA
662
Global Wealth Management Investment Advisory
Florida
$854 22 +22 New
FAM
663
Family Asset Management
South Carolina
$777 20 – –
PP
664
Pacifica Partners
Canada
$771 20 +20 New
ECM
665
EMC Capital Management
Texas
$255 2,785 +1,235 +80%
BWL
666
Bogart Wealth LLC
Virginia
$78 2 +2 New
YAL
667
Your Advocates Ltd
Texas
$39 1 – –
SFI
668
SPC Financial Inc
Maryland
– – -51,770 Closed
VWM
669
Venturi Wealth Management
Texas
– – -43,300 Closed
Two Sigma Advisers
670
Two Sigma Advisers
New York
– – -40,400 Closed
HF
671
HRT Financial
New York
– – -16,885 Closed
CFA
672
Compass Financial Advisors
Indiana
– – -15,017 Closed
Walleye Capital
673
Walleye Capital
New York
– – -13,768 Closed
Jane Street
674
Jane Street
New York
– – -12,226 Closed
NL
675
Navalign LLC
California
– – -7,677 Closed
24 25 26
27
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