SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M
3
LPL Financial
3
LPL Financial
California
$400M
4
B
4
Bridgeworth
Alabama
$32.2M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.1M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$595K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$10.3M 314,062 -27,078 -8%
AWM
52
AE Wealth Management
Kansas
$10M 270,728 -87,185 -24%
FSWA
53
Financial Synergies Wealth Advisors
Texas
$10M 270,561 -789 -0.3%
IWM
54
IHT Wealth Management
Illinois
$9.8M 265,084 +6,043 +2%
EH
55
Equitable Holdings
New York
$9.46M 255,871 +48,547 +23%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$9.41M 254,400 +5,837 +2%
Mariner
57
Mariner
Kansas
$9.25M 250,289 +123,636 +98%
CW
58
CreativeOne Wealth
Kansas
$9.01M 243,808 -22,116 -8%
VFA
59
Valeo Financial Advisors
Indiana
$8.59M 232,247 +55,644 +32%
SWP
60
Stratos Wealth Partners
Ohio
$8.53M 230,727 +23,133 +11%
WCM
61
Windsor Capital Management
Arizona
$8.41M 227,610 -4,523 -2%
KW
62
KWB Wealth
California
$7.96M 215,175 -9,188 -4%
LFG
63
Larson Financial Group
Missouri
$7.7M 208,338 -28,219 -12%
MML Investors Services
64
MML Investors Services
Massachusetts
$7.49M 202,481 +4,680 +2%
WMS
65
Wealth Management Solutions
Pennsylvania
$7.48M 202,384 +7,015 +4%
HGWM
66
Harvest Group Wealth Management
Massachusetts
$7.42M 200,736 +6,188 +3%
NSAM
67
North Star Asset Management
Wisconsin
$7.3M 197,332 +10,946 +6%
AWC
68
Adamsbrown Wealth Consultants
Kansas
$7.21M 194,998 +32,683 +20%
SIAP
69
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.09M 74,866 +4,826 +7%
GRP
70
Global Retirement Partners
California
$7.01M 189,618 +40,260 +27%
OC
71
Oarsman Capital
Wisconsin
$6.98M 188,905 -4,285 -2%
AF
72
Allworth Financial
California
$6.87M 185,915 -4,296 -2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$6.83M 184,744 +167,424 +967%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$6.8M 183,855 +183,585 +67,994%
AA
75
Advisory Alpha
Michigan
$6.27M 169,705 +11,303 +7%
1 2
3
4 5