SPSM icon

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 %
KFGK
701
Keystone Financial Group (Kentucky)
Kentucky
$265K +$29.9K +666 +13%
ATC
702
Argent Trust Co
Tennessee
$265K +$57.3K +1,276 +28%
VWA
703
Visionary Wealth Advisors
Illinois
$265K -$36.3K -807 -12%
IF
704
Intrua Financial
Texas
$265K -$80.1K -1,784 -23%
SC
705
Sapient Capital
Indiana
$262K – – –
CFP
706
Cascade Financial Partners
California
$261K +$225 +5 +0.1%
SF
707
Synovus Financial
Georgia
$261K -$312K -6,950 -54%
KP
708
Keel Point
Alabama
$258K +$51.5K +1,147 +25%
AWM
709
Angeles Wealth Management
California
$252K +$11.1K +247 +5%
Kovitz Investment Group Partners
710
Kovitz Investment Group Partners
Illinois
$252K +$252K +5,598 New
SPWG
711
Syntegra Private Wealth Group
Missouri
$251K -$12.8K -286 -5%
NWMG
712
National Wealth Management Group
Ohio
$250K -$9.25K -206 -4%
ORG
713
Optimist Retirement Group
Washington
$249K -$27K -600 -10%
MCM
714
Mainstream Capital Management
California
$249K -$1.62K -36 -0.6%
FOA
715
Five Oceans Advisors
California
$248K -$9.3K -207 -4%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$248K +$16.9K +376 +7%
SPAS
717
Spectrum Planning & Advisory Services
California
$245K -$24.2K -539 -9%
SAS
718
Stelac Advisory Services
New York
$245K – – –
EIP
719
Ellis Investment Partners
Pennsylvania
$244K +$135 +3 +0.1%
SEA
720
Stegent Equity Advisors
Texas
$243K – – –
CAAS
721
Capital Asset Advisory Services
Michigan
$242K -$1.32K -29 -0.5%
HSG
722
Helen Stephens Group
Texas
$242K -$3.41K -76 -1%
PFA
723
Professional Financial Advisors
Nebraska
$241K +$270 +6 +0.1%
HPA
724
High Probability Advisors
New York
$240K +$22.9K +509 +11%
TAM
725
Townsend Asset Management
North Carolina
$238K -$9.57K -213 -4%
27 28
29
30 31