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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
+$140M
2
HI
Horizon Investments
North Carolina
+$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
+$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$75.7M
2
Bank of America
Bank of America
North Carolina
-$38.9M
3
FA
Fiducient Advisors
Illinois
-$37.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
5
GWP
Gateway Wealth Partners
Wisconsin
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFG
676
Team Financial Group
California
$67.1K +$169 +4 +0.3%
PMFA
677
Plante Moran Financial Advisors
Michigan
$66.6K +$14.4K +342 +28%
BC
678
Bartlett & Co
Ohio
$66K +$66K +1,542 New
BCWM
679
Bartlett & Co Wealth Management
Ohio
$65.9K +$65.9K +1,542 New
CPA
680
Clear Point Advisors
New York
$65.3K – – –
HWA
681
HHM Wealth Advisors
Tennessee
$61.8K – – –
SWS
682
SYSTM Wealth Solutions
Illinois
$60.3K +$60.3K +1,429 New
SL
683
Salomon & Ludwin
Virginia
$56.2K – – –
HBW
684
Hazlett, Burt & Watson
West Virginia
$53K -$44.2K -1,051 -45%
VL
685
Vima LLC
Michigan
$49.3K +$49.3K +1,169 New
WP
686
WealthShield Partners
North Carolina
$48.5K +$211 +5 +0.4%
SS
687
Sunbelt Securities
Texas
$48.1K – – –
PWM
688
Partnership Wealth Management
Maryland
$46.9K +$46.9K +1,159 New
TH
689
TCTC Holdings
Texas
$45.9K +$45.9K +1,089 New
JWA
690
JFS Wealth Advisors
Pennsylvania
$45.6K -$14.6K -346 -24%
CTC
691
Central Trust Company
Missouri
$45.3K – – –
SSB
692
Sandy Spring Bank
Maryland
$43.9K +$801 +19 +2%
TCG
693
Transcendent Capital Group
Oklahoma
$41.3K +$41.3K +980 New
MIM
694
Macroview Investment Management
Maryland
$41.2K +$3.12K +74 +8%
WT
695
Whittier Trust
California
$39.5K – – –
HNB
696
Huntington National Bank
Ohio
$39.1K -$47.1K – –
Citadel Advisors
697
Citadel Advisors
Florida
$38K -$2.5M -59,331 -99%
Citigroup
698
Citigroup
New York
$37.5K -$96.4K -2,284 -72%
AA
699
Ancora Advisors
Ohio
$37.5K – – –
BTI
700
Blue Trust Inc
Georgia
$36K +$36K +975 +97,500%
26 27
28
29 30