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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$526M
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
4
LPL Financial
California
$337M
5
Ameriprise
5
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
2
Charles Schwab
California
$205M
3
SMM
3
Stadion Money Management
Georgia
$117M
4
HIM
4
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
5
Truist Financial
North Carolina
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
51
Larson Financial Group
Missouri
$10.4M 246,367 +23,059 +10%
IWM
52
IHT Wealth Management
Illinois
$10.2M 242,845 -39,832 -14%
ACG
53
Allen Capital Group
Nebraska
$10M 237,623 +9,698 +4%
DJSG
54
D.J. St. Germain
Massachusetts
$9.87M 234,679 +21,295 +10%
HighTower Advisors
55
HighTower Advisors
Illinois
$9.82M 233,563 +54 +0%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$9.46M 224,842 -15,900 -7%
WA
57
WBH Advisory
Maryland
$9.41M 235,940 +38,851 +20%
WCM
58
Windsor Capital Management
Arizona
$9.2M 218,668 +3,966 +2%
SA
59
Scarborough Advisors
Maryland
$8.84M 210,163 +210,163 New
HGWM
60
Harvest Group Wealth Management
Massachusetts
$8.83M 209,972 +209,972 New
AF
61
Allworth Financial
California
$8.47M 201,335 -22,385 -10%
AWA
62
Arete Wealth Advisors
Illinois
$8.01M 190,469 +28,080 +17%
IA
63
IFP Advisors
Florida
$7.83M 239,154 +122,471 +105%
ODFS
64
O'Donnell Financial Services
California
$7.77M 184,726 -112,664 -38%
MML Investors Services
65
MML Investors Services
Massachusetts
$7.57M 179,966 -1,251 -0.7%
TF
66
TLWM Financial
Texas
$7.49M 178,088 +396 +0.2%
OC
67
Oarsman Capital
Wisconsin
$7.45M 177,178 +20,379 +13%
GWAG
68
Garrett Wealth Advisory Group
Texas
$7.3M 173,567 +130,473 +303%
WI
69
WrapManager Inc
California
$7.11M 168,954 -4,072 -2%
MA
70
MJP Associates
Connecticut
$6.56M 155,850 +26,349 +20%
VCM
71
Vivaldi Capital Management
Illinois
$6.4M 168,120 -23,132 -12%
VFA
72
Valeo Financial Advisors
Indiana
$6.14M 145,946 -2,731 -2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$6.14M 145,924 +43,399 +42%
ACM
74
AlphaStar Capital Management
North Carolina
$6.07M 144,306 -53,847 -27%
MIAN
75
Mariner Independent Advisor Network
Kansas
$5.96M 141,144 +74,222 +111%
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