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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 %
EIP
651
Ellis Investment Partners
Pennsylvania
$247K +$21.2K +466 +9%
SEA
652
Stegent Equity Advisors
Texas
$247K – – –
AWM
653
Angeles Wealth Management
California
$244K – – –
PFA
654
Professional Financial Advisors
Nebraska
$244K -$9.79K -215 -4%
UAG
655
United Advisor Group
Ohio
$243K -$7.33K -161 -3%
RMF
656
Red Mountain Financial
Colorado
$242K +$774 +17 +0.3%
CAAS
657
Capital Asset Advisory Services
Michigan
$239K -$25.7K -576 -10%
KFGK
658
Keystone Financial Group (Kentucky)
Kentucky
$238K +$238K +5,239 New
D
659
Diversified
Delaware
$238K +$46 +1 +0%
DE
660
Diversified Enterprises
Delaware
$238K +$238K +5,219 New
AFAS
661
Acorn Financial Advisory Services
Virginia
$236K -$41.2K -905 -15%
NS
662
NBC Securities
Alabama
$235K +$6.6K +145 +3%
RCAG
663
Rehmann Capital Advisory Group
Michigan
$234K +$3.91K +86 +2%
LJAC
664
L.J. Altfest & Co
New York
$234K +$234K +5,135 New
CIAS
665
Capital Investment Advisory Services
North Carolina
$233K -$52.9K -1,162 -19%
AT
666
Arlington Trust
Alabama
$231K +$231K +5,077 New
GWAM
667
Guardian Wealth Advisors (Minnesota)
Minnesota
$224K – – –
SBIA
668
Sheaff Brock Investment Advisors
Indiana
$222K -$16.7K -368 -7%
ECM
669
Evergreen Capital Management
Washington
$220K +$220K +4,840 New
HPA
670
High Probability Advisors
New York
$220K +$220K +4,834 New
ARC
671
Advisor Resource Council
Texas
$220K +$220K +4,830 New
BFG
672
Bleakley Financial Group
New Jersey
$218K -$16.3K -358 -7%
HFA
673
High Falls Advisors
New York
$217K -$45.5K -1,000 -17%
MW
674
Maia Wealth
Colorado
$217K -$9.13K -204 -4%
CWM
675
Cranbrook Wealth Management
Michigan
$217K – – –
25 26
27
28 29