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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
51
Spinnaker Trust
Maine
$22.1M 598,601 +13,502 +2%
FFN
52
Focus Financial Network
Minnesota
$20.9M 565,225 +4,379 +0.8%
Corient Private Wealth
53
Corient Private Wealth
Florida
$20.2M 527,733 +45,599 +9%
Stifel Financial
54
Stifel Financial
Missouri
$20M 541,703 +31,974 +6%
GLA
55
Good Life Advisors
Pennsylvania
$19.5M 528,128 +14,071 +3%
GWP
56
Gateway Wealth Partners
Wisconsin
$18.5M 500,681 -19,627 -4%
FSA
57
Financial Security Advisor
Virginia
$16.9M 457,335 +457,335 New
AWM
58
AE Wealth Management
Kansas
$16.6M 449,837 +299,956 +200%
IWM
59
IHT Wealth Management
Illinois
$16.5M 446,855 -13,388 -3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$16.1M 437,078 +56,071 +15%
TPSF
61
Texas Permanent School Fund
Texas
$15.9M 430,749 -89,319 -17%
GWAG
62
Garrett Wealth Advisory Group
Texas
$15.7M 424,884 +17,039 +4%
BS
63
Banco Santander
Spain
$15.2M 410,940 +104,195 +34%
KAS
64
Kestra Advisory Services
Texas
$15.1M 409,551 +55,649 +16%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$14.6M 394,897 +80,778 +26%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 394,214 -266,840 -40%
AAS
67
Annex Advisory Services
Wisconsin
$14.5M 391,669 -72,874 -16%
MFS
68
McNamara Financial Services
Massachusetts
$14.4M 389,110 -1,665 -0.4%
EH
69
Equitable Holdings
New York
$14.2M 385,982 -174,246 -31%
RW
70
RVW Wealth
California
$14.2M 384,168 -31,381 -8%
DWM
71
Dakota Wealth Management
Florida
$13.9M 377,871 -17,051 -4%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$13.9M 376,456 +376,456 New
MML Investors Services
73
MML Investors Services
Massachusetts
$13.3M 360,318 +45,919 +15%
PIMG
74
Patriot Investment Management Group
Tennessee
$12.7M 345,283 +161,110 +87%
CSPAM
75
Cary Street Partners Asset Management
Virginia
$12.3M 333,493 +333,493 New
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