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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$34M +$2.16M +48,196 +7%
EH
52
Equitable Holdings
New York
$33.8M +$6.55M +145,769 +24%
PWA
53
Peterson Wealth Advisors
Utah
$31M +$121K +2,673 +0.4%
DC
54
Davenport & Co
Virginia
$30.9M +$1.48M +33,058 +5%
OWP
55
Obermeyer Wealth Partners
Colorado
$30.7M -$950K -21,148 -3%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$30.3M +$1.74M +38,732 +6%
MPM
57
MBB Public Markets
Illinois
$30.1M -$25.6M -570,205 -46%
PIMG
58
Patriot Investment Management Group
Tennessee
$29.1M +$862K +19,183 +3%
CSP
59
Cary Street Partners
Virginia
$28.7M +$28.7M +638,863 New
SC
60
Savant Capital
Illinois
$28M -$7.37M -164,078 -21%
HFS
61
Hughes Financial Services
Virginia
$27.5M +$27.5M +611,304 New
CBT
62
Crews Bank & Trust
Florida
$27.1M +$27.1M +603,516 New
FFN
63
Focus Financial Network
Minnesota
$26.9M +$116K +2,580 +0.4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$26.1M +$795K +17,687 +3%
GLA
65
Good Life Advisors
Pennsylvania
$24.9M -$1.33M -29,656 -5%
Mariner
66
Mariner
Kansas
$24.7M +$3.3M +73,518 +15%
AF
67
Abound Financial
California
$23.9M +$23.9M +532,819 New
JFA
68
JNBA Financial Advisors
Minnesota
$23.7M +$1.01M +22,409 +4%
KIM
69
Kestra Investment Management
Texas
$23.6M +$1.99M +44,263 +9%
EWM
70
Elevatus Welath Management
New York
$22.9M -$9.32M -207,502 -29%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$22.8M +$4.85M +108,077 +27%
SA
72
Sanctuary Advisors
Indiana
$22.1M +$1.42M +30,557 +7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$21.6M +$77.9K +1,735 +0.4%
FCAS
74
First Command Advisory Services
Texas
$21.5M +$2.2M +48,913 +11%
AWM
75
Avior Wealth Management
Nebraska
$21.4M +$355K +7,894 +2%
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