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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
676
Family Asset Management
South Carolina
$738 20 – –
PP
677
Pacifica Partners
Canada
$717 20 – –
DFA
678
DHJJ Financial Advisors
Illinois
$480 13 +13 New
DF
679
DecisionPoint Financial
Arizona
$443 12 +12 New
NC
680
NewSquare Capital
Pennsylvania
$221 6 +6 New
BWL
681
Bogart Wealth LLC
Virginia
$74 2 – –
YAL
682
Your Advocates Ltd
Texas
$37 1 – –
TCFP
683
Treasure Coast Financial Planning
Florida
– – -135,798 Closed
V
684
Veritable
Delaware
– – -115,332 Closed
VAS
685
Vestmark Advisory Solutions
Massachusetts
– – -76,173 Closed
AWA
686
Arete Wealth Advisors
Illinois
– – -76,048 Closed
WC
687
Westwind Capital
New Mexico
– – -59,498 Closed
CA
688
CSM Advisors
Pennsylvania
– – -33,096 Closed
NRA
689
NSI Retail Advisors
Pennsylvania
– – -32,700 Closed
BTWM
690
Baker Tilly Wealth Management
Wisconsin
– – -16,648 Closed
ES
691
Eagle Strategies
New York
– – -16,475 Closed
WEG
692
World Equity Group
Illinois
– – -14,303 Closed
AWM
693
Apollon Wealth Management
South Carolina
– – -11,859 Closed
AA
694
AlphaQ Advisors
Florida
– – -9,274 Closed
CI
695
CX Institutional
Indiana
– – -8,957 Closed
AWM
696
Adams Wealth Management
Utah
– – -8,192 Closed
KA
697
Kovack Advisors
Florida
– – -7,597 Closed
SG
698
StoneX Group
New York
– – -7,286 Closed
FNBT
699
FineMark National Bank & Trust
Florida
– – -6,664 Closed
ISWM
700
Independent Solutions Wealth Management
New York
– – -6,635 Closed
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