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SPDR Portfolio S&P 600 Small Cap ETF
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Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$11.2M 295,387 -21,774 -7%
BSWM
52
Boston Standard Wealth Management
Massachusetts
$11.1M 294,188 -2,102 -0.7%
MFG
53
Marmo Financial Group
Tennessee
$11.1M 292,625 -165,019 -36%
ACG
54
Allen Capital Group
Nebraska
$10.8M 286,218 +286,218 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$10.3M 273,806 +19,406 +8%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$10M 265,132 -5,429 -2%
SWP
57
Stratos Wealth Partners
Ohio
$9.69M 256,551 +25,824 +11%
Mariner
58
Mariner
Kansas
$9.45M 250,097 -192 -0.1%
EH
59
Equitable Holdings
New York
$8.98M 237,807 -18,064 -7%
WA
60
WBH Advisory
Maryland
$8.87M 234,885 +234,885 New
WCM
61
Windsor Capital Management
Arizona
$8.86M 234,591 +6,981 +3%
WMS
62
Wealth Management Solutions
Pennsylvania
$8.78M 232,360 +29,976 +15%
VFA
63
Valeo Financial Advisors
Indiana
$8.58M 227,153 -5,094 -2%
NSAM
64
North Star Asset Management
Wisconsin
$8.16M 216,128 +18,796 +10%
KW
65
KWB Wealth
California
$7.98M 215,949 +774 +0.4%
FHA
66
Flagship Harbor Advisors
Massachusetts
$7.96M 210,723 +102,983 +96%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$7.79M 206,293 +21,549 +12%
AWC
68
Adamsbrown Wealth Consultants
Kansas
$7.69M 203,663 +8,665 +4%
AF
69
Allworth Financial
California
$7.63M 202,010 +16,095 +9%
LFG
70
Larson Financial Group
Missouri
$7.62M 201,691 -6,647 -3%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$7.61M 201,422 +83,266 +70%
GWM
72
Geneos Wealth Management
Colorado
$7.47M 197,900 +32,351 +20%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.34M 75,863 +997 +1%
HGWM
74
Harvest Group Wealth Management
Massachusetts
$7.33M 194,090 -6,646 -3%
AWA
75
Arete Wealth Advisors
Illinois
$7.25M 191,842 +17,509 +10%
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