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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 %
AT
751
Arlington Trust
Alabama
$213K -$15.3K -341 -7%
BFA
752
Beaumont Financial Advisors
Massachusetts
$212K -$78.8K -1,754 -27%
GT
753
Glenview Trust
Kentucky
$207K +$207K +4,613 New
RRA
754
Round Rock Advisors
Connecticut
$207K +$207K +4,610 New
ECM
755
Evergreen Capital Management
Washington
$206K -$11.4K -254 -5%
NWM
756
Napa Wealth Management
California
$205K +$4.63K +103 +2%
AA
757
Armis Advisers
Georgia
$203K +$203K +4,527 New
PVI
758
Pine Valley Investments
New Jersey
$203K -$1.12K -25 -0.6%
AIP
759
Ameritas Investment Partners
Nebraska
$202K -$6.02K -134 -3%
CV
760
Counterweight Ventures
North Carolina
$202K – – –
MWM
761
Mascagni Wealth Management
Mississippi
$201K +$201K +4,925 New
WH
762
Willner & Heller
California
$201K -$7.28K -162 -4%
IBOK
763
Independence Bank of Kentucky
Kentucky
$190K – – –
CP
764
Castleview Partners
Texas
$185K +$12.2K +272 +7%
CFD
765
Creative Financial Designs
Indiana
$182K -$143K -3,181 -44%
NCM
766
Northwest Capital Management
Oregon
$179K +$77.7K +1,729 +76%
AIM
767
Arcadia Investment Management
Michigan
$175K – – –
TAM
768
Tucker Asset Management
Colorado
$171K +$10.9K +243 +7%
TPCW
769
TD Private Client Wealth
New York
$171K -$25K -557 -13%
TPW
770
Talon Private Wealth
Florida
$170K +$162K +3,596 +1,863%
BBHC
771
Brown Brothers Harriman & Co
New York
$170K – – –
WT
772
Washington Trust
Rhode Island
$169K +$81.8K +1,820 +94%
S
773
Sachetta
Massachusetts
$161K +$1.53K +34 +1%
LC
774
Lavaca Capital
Texas
$153K +$153K +3,410 New
OSAM
775
O'Shaughnessy Asset Management
Connecticut
$153K -$19.8K -441 -11%
29 30
31
32 33