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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
51
Texas Permanent School Fund
Texas
$20.2M 520,068 +520,068 New
GLA
52
Good Life Advisors
Pennsylvania
$20M 514,057 +10,012 +2%
Stifel Financial
53
Stifel Financial
Missouri
$19.8M 509,729 +369,998 +265%
Corient Private Wealth
54
Corient Private Wealth
Florida
$18.7M 482,134 +352,596 +272%
AAS
55
Annex Advisory Services
Wisconsin
$18M 464,543 -49,179 -10%
IWM
56
IHT Wealth Management
Illinois
$17.9M 460,243 +43,617 +10%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$16.2M 417,202 +417,202 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$16.2M 416,527 +67,045 +19%
RW
59
RVW Wealth
California
$16.1M 415,549 +415,549 New
GWAG
60
Garrett Wealth Advisory Group
Texas
$15.8M 407,845 +11,053 +3%
DWM
61
Dakota Wealth Management
Florida
$15.3M 394,922 +20,469 +5%
MFS
62
McNamara Financial Services
Massachusetts
$15.3M 390,775 +6,331 +2%
PFA
63
Pure Financial Advisors
California
$14.8M 381,476 -8,961 -2%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$14.8M 381,007 +107,201 +39%
KAS
65
Kestra Advisory Services
Texas
$13.7M 353,902 +272,580 +335%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$12.9M 331,268 +229,452 +225%
MFG
67
Marmo Financial Group
Tennessee
$12.2M 315,112 +22,487 +8%
MML Investors Services
68
MML Investors Services
Massachusetts
$12.2M 314,399 +130,346 +71%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$12.2M 314,119 +314,119 New
TC
70
Trilogy Capital
California
$12.2M 303,534 +8,147 +3%
BSWM
71
Boston Standard Wealth Management
Massachusetts
$12M 308,069 +13,881 +5%
BS
72
Banco Santander
Spain
$11.9M 306,745 +306,745 New
ACG
73
Allen Capital Group
Nebraska
$11.9M 306,275 +20,057 +7%
DJSG
74
D.J. St. Germain
Massachusetts
$11.6M 298,661 +298,661 New
TMWM
75
Taylor & Morgan Wealth Management
Michigan
$10.8M 278,466 +278,466 New
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