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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.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
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
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
726
Bernard Wealth Management
Michigan
$234K +$234K +5,202 New
TW
727
TrinityPoint Wealth
Connecticut
$233K -$48.1K -1,070 -17%
RWM
728
Ritholtz Wealth Management
New York
$232K -$35.7K -795 -13%
IF
729
Ironwood Financial
Arizona
$231K +$231K +5,144 New
CIAS
730
Capital Investment Advisory Services
North Carolina
$230K – – –
RMF
731
Red Mountain Financial
Colorado
$229K -$9.66K -215 -4%
CPRC
732
Consolidated Portfolio Review Corp
New York
$228K +$228K +5,082 New
MW
733
Maia Wealth
Colorado
$228K +$3.2K +69 +1%
MFT
734
Moisand Fitzgerald Tamayo
Florida
$228K -$17.7K -394 -7%
EFG
735
Elios Financial Group
Ohio
$227K -$47.7K -1,062 -17%
LSA
736
Lion Street Advisors
Texas
$225K +$17.8K +396 +9%
SW
737
Simplicity Wealth
New Jersey
$223K +$223K +4,961 New
SW
738
SVB Wealth
Massachusetts
$222K +$222K +4,950 New
WAG
739
Wallace Advisory Group
California
$222K -$12.7K -280 -5%
MCWS
740
McKinley Carter Wealth Services
West Virginia
$221K -$56K -1,247 -20%
GWAM
741
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K – – –
CF
742
Convergence Financial
Missouri
$221K -$132K -2,945 -37%
SBIA
743
Sheaff Brock Investment Advisors
Indiana
$219K +$449 +10 +0.2%
AFAS
744
Acorn Financial Advisory Services
Virginia
$218K -$15K -333 -6%
VAG
745
VisionPoint Advisory Group
Texas
$217K +$34.8K +776 +19%
AMCA
746
Arthur M. Cohen & Associates
Illinois
$217K +$1.35K +30 +0.6%
SA
747
Sovran Advisors
California
$215K +$215K +4,792 New
HFA
748
High Falls Advisors
New York
$215K – – –
CIA
749
Capital Investment Advisors
Georgia
$214K +$214K +4,769 New
CWM
750
Cranbrook Wealth Management
Michigan
$214K – – –
28 29
30
31 32