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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
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
651
Castleview Partners
Texas
$132K -$24.8K -587 -16%
RIM
652
Rockbridge Investment Management
New York
$129K +$129K +3,055 New
EWA
653
EverSource Wealth Advisors
Alabama
$128K +$119K +2,822 +1,294%
ECM
654
EMC Capital Management
Texas
$121K +$76.8K +1,825 +174%
OSNBOA
655
Old Second National Bank of Aurora
Illinois
$119K +$16.1K +382 +16%
AF
656
Advisornet Financial
Minnesota
$115K +$7K +166 +6%
PFM
657
Phillips Financial Management
Indiana
$109K +$105K +2,481 +2,558%
NFSG
658
Newbridge Financial Services Group
Florida
$104K – – –
CWM
659
Cedar Wealth Management
California
$101K -$800K -18,969 -89%
WBC
660
West Branch Capital
Massachusetts
$98.7K – – –
Qube Research & Technologies (QRT)
661
Qube Research & Technologies (QRT)
United Kingdom
$97.9K +$28.1K +665 +40%
GWANC
662
Guardian Wealth Advisors (North Carolina)
North Carolina
$97K +$13.4K +318 +16%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$96.1K -$87.2K -2,067 -48%
OCM
664
Orion Capital Management
California
$96.1K – – –
LPP
665
Life Planning Partners
Florida
$93.5K +$93.5K +2,216 New
QCG
666
Quadrant Capital Group
Ohio
$90.9K – – –
PO
667
Private Ocean
California
$88.4K +$633 +15 +0.7%
First Manhattan
668
First Manhattan
New York
$87.1K – – –
ANBT
669
American National Bank & Trust
Texas
$83.9K – – –
SWM
670
Spire Wealth Management
Virginia
$81.8K +$41 +1 +0%
SAM
671
S.A. Mason
Michigan
$79.5K – – –
GI
672
Gradient Investments
Minnesota
$73.6K +$3.04K +72 +4%
ST
673
Smithfield Trust
Pennsylvania
$72K – – –
PWMG
674
Provence Wealth Management Group
California
$71.3K – – –
PP
675
PrairieView Partners
Minnesota
$70K -$892 -21 -1%
25 26
27
28 29