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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 %
WP
651
WealthPLAN Partners
Nebraska
$325K -$57.9K -1,288 -15%
ESB
652
Essex Savings Bank
Connecticut
$323K +$31.5K +702 +11%
AP
653
Adero Partners
California
$323K – – –
HFS
654
Hopwood Financial Services
Virginia
$322K +$322K +7,179 New
CFS
655
Coordinated Financial Services
Colorado
$319K +$319K +7,104 New
FHC
656
First Heartland Consultants
Missouri
$317K +$53.2K +1,185 +20%
CSIC
657
Clifford Swan Investment Counsel
California
$316K +$1.89K +42 +0.6%
FB
658
Fulton Bank
Pennsylvania
$314K +$314K +7,000 New
CRIG
659
Charter Research & Investment Group
Connecticut
$314K +$17.3K +385 +6%
SIA
660
Strategic Investment Advisors
Michigan
$313K -$14.2K -315 -4%
CIA
661
Concurrent Investment Advisors
Florida
$312K +$62.8K +1,397 +25%
DE
662
Diversified Enterprises
Delaware
$311K +$76.1K +1,695 +32%
First Trust Advisors
663
First Trust Advisors
Illinois
$310K +$310K +6,897 New
MWM
664
MBE Wealth Management
Wisconsin
$309K -$21.2K -471 -6%
JFG
665
JDM Financial Group
Texas
$305K +$90 +2 +0%
KFS
666
Kelly Financial Services
Massachusetts
$305K -$233K -5,190 -43%
LFG
667
Lockerman Financial Group
California
$304K +$11.3K +251 +4%
HPC
668
HM Payson & Co
Maine
$304K +$112K +2,493 +58%
AC
669
AIFG Consultants
New York
$302K -$32.6K -725 -10%
APP
670
Avantax Planning Partners
Iowa
$301K – – –
AIP
671
Alexis Investment Partners
Texas
$301K +$301K +6,696 New
HP
672
Haven Private
Florida
$299K +$299K +6,650 New
VPWA
673
Vestia Personal Wealth Advisors
Indiana
$298K +$1.53K +34 +0.5%
FF
674
Fox Financial
Pennsylvania
$296K -$234K -5,205 -44%
PCG
675
Prosperity Consulting Group
Maryland
$296K -$45 -1 -0%
25 26
27
28 29