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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.

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

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
751
Founders Capital Management (Texas)
Texas
$5.53K – – –
AAG
752
Armstrong Advisory Group
Massachusetts
$5.53K +$5.53K +131 New
APW
753
Atlantic Private Wealth
North Carolina
$5.32K +$42 +1 +0.8%
Bessemer Group
754
Bessemer Group
New Jersey
$5K +$5K +118 New
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.25K -$144K -3,564 -97%
CAM
756
Creekmur Asset Management
Illinois
$4.22K +$4.22K +100 New
NMG
757
New Millennium Group
Utah
$3.43K -$424 -10 -11%
DWMG
758
DB Wealth Management Group
California
$3.29K – – –
WAM
759
WFA Asset Management
Wisconsin
$3.19K +$42 +1 +1%
NB
760
NBT Bank
New York
$2.7K +$2.7K +64 New
PWMG
761
Prestige Wealth Management Group
New Jersey
$2.36K – – –
C
762
Covestor
United Kingdom
$2K -$1.57K -40 -44%
Russell Investments Group
763
Russell Investments Group
United Kingdom
$1.97K +$42 +1 +2%
SIS
764
Sound Income Strategies
Florida
$1.86K +$1.86K +44 New
FBC
765
Fairfield, Bush & Co
Connecticut
$1.1K +$1.1K +26 New
HFS
766
Hantz Financial Services
Michigan
$1K -$3.03K -100 -75%
GWMIA
767
Global Wealth Management Investment Advisory
Florida
$928 – – –
PP
768
Pacifica Partners
Canada
$773 – – –
DFA
769
DHJJ Financial Advisors
Illinois
$549 – – –
NRG
770
Nemes Rush Group
Michigan
$549 +$549 +13 New
BCMLT
771
Beacon Capital Management LLC (Tennessee)
Tennessee
$443 -$45.2K -1,224 -99%
CI
772
Cordant Inc
Oregon
$254 +$254 +6 New
NC
773
NewSquare Capital
Pennsylvania
$253 – – –
LFA
774
LGT Financial Advisors
Texas
$85 -$36.8K -866 -100%
BWL
775
Bogart Wealth LLC
Virginia
$84 – – –
29 30
31
32 33