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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.

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

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
726
PrairieView Partners
Minnesota
$102K -$5.06K -112 -5%
DWM
727
Dogwood Wealth Management
Kansas
$101K +$11.3K +248 +13%
GWANC
728
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.9K +$91 +2 +0.1%
SMA
729
Sage Mountain Advisors
Georgia
$99.5K – – –
GSEP
730
Golden State Equity Partners
California
$94.1K -$1.32M -28,945 -93%
CJ
731
Caitlin John
Michigan
$91.6K +$10.5K +219 +13%
WT
732
Washington Trust
Rhode Island
$88.2K -$70.8K -1,556 -45%
SWM
733
Spire Wealth Management
Virginia
$87.7K -$6.51K -143 -7%
FAM
734
Flaharty Asset Management
Florida
$83.6K +$83.6K +1,836 New
ST
735
Smithfield Trust
Pennsylvania
$78K – – –
JWA
736
JFS Wealth Advisors
Pennsylvania
$73.5K +$91 +2 +0.1%
KSWA
737
Kathleen S. Wright Associates
Pennsylvania
$71.3K – – –
BCWM
738
Bartlett & Co Wealth Management
Ohio
$70.2K – – –
SL
739
Salomon & Ludwin
Virginia
$69.4K – – –
CPA
740
Clear Point Advisors
New York
$69.1K – – –
GI
741
GAMMA Investing
California
$68.2K – – –
CAL
742
Capital Advisors Ltd
Ohio
$67K – – –
HWA
743
HHM Wealth Advisors
Tennessee
$66.7K – – –
TCG
744
Transcendent Capital Group
Oklahoma
$66.4K +$21.7K +477 +49%
NFA
745
Northwest Financial Advisors
Virginia
$65.2K +$65.2K +1,432 New
AP
746
Atwood & Palmer
Missouri
$63K – – –
ANBT
747
American National Bank & Trust
Texas
$60.7K -$29.9K -656 -33%
AA
748
Ancora Advisors
Ohio
$57.8K -$4.6K -101 -7%
MRCM
749
M&R Capital Management
New Jersey
$57K +$4.51K +99 +9%
SSB
750
Sandy Spring Bank
Maryland
$55.5K +$91 +2 +0.2%
28 29
30
31 32