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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
51
49 Wealth Management
Texas
$32.1M +$32.1M +706,037 New
OWP
52
Obermeyer Wealth Partners
Colorado
$32.1M -$2.1M -46,148 -6%
PWA
53
Peterson Wealth Advisors
Utah
$30.9M +$866K +19,037 +3%
DC
54
Davenport & Co
Virginia
$29.8M +$1.39M +30,595 +5%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$29M +$2.28M +50,167 +9%
PIMG
56
Patriot Investment Management Group
Tennessee
$28.6M +$1.73M +38,031 +6%
EH
57
Equitable Holdings
New York
$27.6M +$1.35M +29,624 +5%
FFN
58
Focus Financial Network
Minnesota
$27.1M +$529K +11,626 +2%
GLA
59
Good Life Advisors
Pennsylvania
$26.6M +$1.81M +39,876 +7%
Corient Private Wealth
60
Corient Private Wealth
Florida
$25.6M +$114K +2,498 +0.4%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$23.9M -$2.03M -44,618 -8%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$23.1M +$215K +4,733 +0.9%
JFA
63
JNBA Financial Advisors
Minnesota
$23M -$148K -3,256 -0.6%
TPSF
64
Texas Permanent School Fund
Texas
$22.3M +$22.3M +488,935 New
KIM
65
Kestra Investment Management
Texas
$21.9M +$12.7M +278,260 +137%
IWC
66
Integrated Wealth Concepts
Massachusetts
$21.8M -$5.76M -126,466 -21%
OIA
67
OneDigital Investment Advisors
Kansas
$21.7M -$538K -11,819 -2%
Mariner
68
Mariner
Kansas
$21.7M +$1.17M +25,642 +6%
SA
69
Sanctuary Advisors
Indiana
$21.6M +$5.35M +110,041 +33%
AWM
70
Avior Wealth Management
Nebraska
$21.3M +$723K +15,882 +4%
MFS
71
McNamara Financial Services
Massachusetts
$21.2M +$38.8K +853 +0.2%
FSA
72
Financial Security Advisor
Virginia
$20.1M -$199K -4,366 -1%
GAG
73
GM Advisory Group
New York
$20M +$20M +438,814 New
RFS
74
Retirement Financial Solutions
Tennessee
$19.6M +$324K +7,120 +2%
FCAS
75
First Command Advisory Services
Texas
$19.5M +$19.5M +428,998 +141,583%
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