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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
HI
2
Horizon Investments
North Carolina
$117M
3
EMPI
3
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
2
Bank of America
North Carolina
$298M
3
FA
3
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$236K
5
GWP
5
Gateway Wealth Partners
Wisconsin
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$27.6M 653,743 -29,832 -4%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$27.5M 651,556 +51,592 +9%
PWA
53
Peterson Wealth Advisors
Utah
$26.9M 638,511 +24,094 +4%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$26.4M 625,634 +475,381 +316%
ST
55
Spinnaker Trust
Maine
$25.9M 613,158 +14,557 +2%
Stifel Financial
56
Stifel Financial
Missouri
$24.3M 576,397 +34,694 +6%
MPM
57
MBB Public Markets
Illinois
$23.6M 558,405 +558,405 New
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$23.5M 557,741 +181,285 +48%
FFN
59
Focus Financial Network
Minnesota
$23.5M 556,863 -8,362 -1%
Corient Private Wealth
60
Corient Private Wealth
Florida
$22.7M 538,415 +10,682 +2%
OIA
61
OneDigital Investment Advisors
Kansas
$22.5M 533,439 -169,330 -24%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$21.6M 511,188 +116,974 +30%
GLA
63
Good Life Advisors
Pennsylvania
$20.7M 489,834 -38,294 -7%
PIMG
64
Patriot Investment Management Group
Tennessee
$19.4M 459,824 +114,541 +33%
FSA
65
Financial Security Advisor
Virginia
$19.3M 457,613 +278 +0.1%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$19.2M 456,274 +61,377 +16%
KAS
67
Kestra Advisory Services
Texas
$19.2M 455,984 +46,433 +11%
DWM
68
Dakota Wealth Management
Florida
$19M 450,009 +72,138 +19%
OFS
69
OneAscent Financial Services
Alabama
$18.3M 434,460 +434,460 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$18.3M 434,214 -2,864 -0.7%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$18.3M 432,796 +144,460 +50%
IWM
72
IHT Wealth Management
Illinois
$17.9M 424,025 -22,830 -5%
BS
73
Banco Santander
Spain
$17.3M 410,940 – –
MML Investors Services
74
MML Investors Services
Massachusetts
$17.1M 404,590 +44,272 +12%
EH
75
Equitable Holdings
New York
$16.8M 399,393 +13,411 +3%
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