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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
$887M
2
CM
Cercano Management
Washington
$66M
3
Betterment LLC
Betterment LLC
New York
$704M
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
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AMCA
676
Arthur M. Cohen & Associates
Illinois
$215K +$215K +4,792 New
WAG
677
Wallace Advisory Group
California
$214K – – –
SEM
678
Strategic Equity Management
Arizona
$214K +$214K +4,698 New
PCM
679
Prelude Capital Management
New York
$213K +$213K +4,688 New
OR
680
Olympiad Research
Connecticut
$213K +$213K +4,688 New
PWM
681
Power Wealth Management
Georgia
$213K -$9.88K -217 -4%
AIP
682
Ameritas Investment Partners
Nebraska
$211K -$728 -16 -0.3%
ATC
683
Argent Trust Co
Tennessee
$211K -$19.3K -423 -8%
WH
684
Willner & Heller
California
$211K +$211K +4,626 New
OLA
685
Oliver Luxxe Assets
New Jersey
$210K +$210K +4,618 New
CCG
686
Capital CS Group
California
$210K +$210K +4,609 New
LSA
687
Lion Street Advisors
Texas
$210K -$24.9K -547 -11%
KP
688
Keel Point
Alabama
$209K +$209K +4,589 New
EFS
689
Econ Financial Services
Pennsylvania
$208K -$1.71M -37,495 -89%
CFP
690
Cypress Financial Planning
New Jersey
$208K +$208K +4,567 New
FMWA
691
Forvis Mazars Wealth Advisors
Missouri
$207K +$207K +4,558 New
PVI
692
Pine Valley Investments
New Jersey
$206K +$206K +4,534 New
CV
693
Counterweight Ventures
North Carolina
$204K +$204K +4,489 New
NWM
694
Napa Wealth Management
California
$203K +$203K +4,470 New
FWM
695
Forza Wealth Management
Florida
$202K +$202K +4,449 New
DA
696
Detalus Advisors
Missouri
$202K -$55.5K -1,220 -22%
TPCW
697
TD Private Client Wealth
New York
$198K -$6.69K -147 -3%
WBCM
698
Wilson & Boucher Capital Management
California
$196K +$196K +4,300 New
HPC
699
HM Payson & Co
Maine
$194K +$12.8K +282 +7%
IBOK
700
Independence Bank of Kentucky
Kentucky
$193K – – –
26 27
28
29 30