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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 Holding Trade Value Shares
Change 		Shares
Change %
LWMG
701
Levy Wealth Management Group
Pennsylvania
– -$240K -6,182 Closed
SBH
702
Segall Bryant & Hamill
Illinois
– -$239K -6,166 Closed
ONB
703
Old National Bancorp
Indiana
– -$231K -5,957 Closed
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
– -$222K -5,724 Closed
SEA
705
Stegent Equity Advisors
Texas
– -$210K -5,419 Closed
LSA
706
L & S Advisors
California
– -$209K -5,378 Closed
MGIA
707
Moneta Group Investment Advisors
Missouri
– -$205K -5,270 Closed
LSA
708
Lion Street Advisors
Texas
– -$203K -4,619 Closed
WBCM
709
Wilson & Boucher Capital Management
California
– -$144K -3,700 Closed
NIC
710
Northwest Investment Counselors
Oregon
– -$53K -1,365 Closed
2L
711
25 LLC
Missouri
– -$48.2K -1,208 Closed
SIS
712
Sound Income Strategies
Florida
– -$40.8K -1,050 Closed
CWP
713
Concord Wealth Partners
Virginia
– -$31.1K -800 Closed
ODG
714
O'Dell Group
Ohio
– -$30.6K -788 Closed
Simplex Trading
715
Simplex Trading
Illinois
– -$23K -600 Closed
LF
716
Lee Financial
Texas
– -$17K -437 Closed
OHWP
717
Oak Harbor Wealth Partners
North Carolina
– -$11.3K -290 Closed
WP
718
WealthPLAN Partners
Nebraska
– -$9.98K -257 Closed
PAIM
719
Punch & Associates Investment Management
Minnesota
– -$9.29K -239 Closed
BWM
720
Baystate Wealth Management
Massachusetts
– -$8.51K -219 Closed
HS
721
Horan Securities
United States
– -$6.6K -170 Closed
SC
722
SouthState Corp
Florida
– -$6.53K -168 Closed
BCM
723
Basso Capital Management
Connecticut
– -$6.1K -157 Closed
DAM
724
Delta Asset Management
Tennessee
– -$5.83K -150 Closed
FA
725
Fiduciary Alliance
South Carolina
– -$2.18K -56 Closed
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