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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
701
Clear Point Advisors
New York
$63K – – –
PO
702
Private Ocean
California
$63K +$332 +8 +0.5%
BTI
703
Blue Trust Inc
Georgia
$62.6K – – –
GI
704
GAMMA Investing
California
$62.2K +$14.8K +357 +31%
CAL
705
Capital Advisors Ltd
Ohio
$61K – – –
HWA
706
HHM Wealth Advisors
Tennessee
$60.9K – – –
HNB
707
Huntington National Bank
Ohio
$60.6K -$40.5K – –
MG
708
Mather Group
Illinois
$59.7K +$46.3K +1,076 +347%
AP
709
Atwood & Palmer
Missouri
$57.5K +$25.2K +607 +78%
AA
710
Ancora Advisors
Ohio
$57K +$17.8K +428 +45%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$54.9K +$54.9K +1,321 New
SFC
712
SYM Financial Corp
Indiana
$50.9K +$50.9K +1,225 New
SSB
713
Sandy Spring Bank
Maryland
$50.6K +$4.07K +98 +9%
GI
714
Gradient Investments
Minnesota
$49.8K -$42 -1 -0.1%
PWM
715
Partnership Wealth Management
Maryland
$48.3K +$125 +3 +0.3%
MRCM
716
M&R Capital Management
New Jersey
$47.9K +$8.59K +207 +22%
SS
717
Sunbelt Securities
Texas
$47.3K -$208 -5 -0.4%
Jones Financial Companies
718
Jones Financial Companies
Missouri
$46K +$46K +1,108 New
TH
719
TCTC Holdings
Texas
$45.2K – – –
CTC
720
Central Trust Company
Missouri
$44.6K – – –
MIM
721
Macroview Investment Management
Maryland
$44.3K +$208 +5 +0.5%
SAM
722
Smartleaf Asset Management
Massachusetts
$41K +$3.99K +97 +11%
TCG
723
Transcendent Capital Group
Oklahoma
$40.7K -$9.18K -221 -18%
TWP
724
Triad Wealth Partners
Kansas
$39.4K +$39.4K +949 New
WP
725
WealthShield Partners
North Carolina
$37.8K -$58.4K -1,406 -61%
27 28
29
30 31