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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 %
IFPG
676
Intrepid Financial Planning Group
Indiana
$296K +$5.03K +112 +2%
SWA
677
Sightline Wealth Advisors
Connecticut
$296K -$140K -3,116 -32%
NEWAS
678
N.E.W. Advisory Services
Wisconsin
$294K +$16.8K +373 +6%
ST
679
Sentinel Trust
Texas
$294K -$96.8K -2,154 -25%
AWA
680
Amplius Wealth Advisors
Pennsylvania
$292K -$225 -5 -0.1%
CF
681
Collier Financial
Colorado
$291K +$291K +6,475 New
VWM
682
VCI Wealth Management
Missouri
$286K +$14.3K +318 +5%
SAM
683
Smartleaf Asset Management
Massachusetts
$285K +$240K +5,342 +532%
AFA
684
American Financial Advisors
Georgia
$283K +$25.1K +559 +10%
KMWM
685
Keudell/Morrison Wealth Management
Oregon
$282K +$6.65K +148 +2%
Vontobel Holding
686
Vontobel Holding
Switzerland
$281K +$281K +6,260 New
AIM
687
Acropolis Investment Management
Missouri
$281K – – –
MLRA
688
Main Line Retirement Advisors
Montana
$280K +$1.26K +28 +0.5%
BFG
689
Bleakley Financial Group
New Jersey
$280K +$65K +1,447 +30%
RFP
690
Root Financial Partners
California
$279K +$279K +6,218 New
KWM
691
Keebeck Wealth Management
Illinois
$277K +$277K +6,168 New
BBA
692
Braun-Bostich & Associates
Pennsylvania
$272K +$90 +2 +0%
AFTS
693
American Financial & Tax Strategies
New York
$271K -$6.02K -134 -2%
NCM
694
Noesis Capital Mangement
Florida
$270K – – –
TFGT
695
TS Financial Group (TSFG)
Illinois
$270K -$112K -2,491 -29%
SPA
696
Sentinel Pension Advisors
Massachusetts
$269K -$270K -6,005 -50%
PWM
697
Power Wealth Management
Georgia
$269K +$58.8K +1,308 +28%
BWA
698
Burt Wealth Advisors
Maryland
$268K – – –
SG
699
Stanich Group
New York
$266K +$266K +5,918 New
OCM
700
One Capital Management
California
$266K -$94.7K -2,108 -26%
26 27
28
29 30