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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 %
YAL
776
Your Advocates Ltd
Texas
$42 – – –
FA
777
Fiducient Advisors
Illinois
– -$37.6M -1,018,993 Closed
IAIM
778
International Assets Investment Management
Florida
– -$7.49M -104,951 Closed
WAS
779
Wealth Advisory Solutions
Indiana
– -$2.14M -58,000 Closed
PRS
780
Pinkerton Retirement Specialists
Idaho
– -$1.52M -41,185 Closed
Two Sigma Investments
781
Two Sigma Investments
New York
– -$1.52M -41,082 Closed
CI
782
Cavalier Investments
Georgia
– -$888K -24,072 Closed
CCG
783
Capital CS Group
California
– -$864K -23,415 Closed
LEFP
784
Leading Edge Financial Planning
Tennessee
– -$862K -23,363 Closed
SAG
785
SageView Advisory Group
California
– -$676K -18,310 Closed
HAC
786
Harbor Advisory Corp
New Hampshire
– -$675K -18,288 Closed
Renaissance Technologies
787
Renaissance Technologies
New York
– -$465K -12,600 Closed
MLA
788
My Legacy Advisors
Oregon
– -$416K -11,716 Closed
MSFS
789
Main Street Financial Solutions
Pennsylvania
– -$338K -9,166 Closed
LWM
790
Liberty Wealth Management
California
– -$304K -8,236 Closed
MFG
791
Monumental Financial Group
Maryland
– -$298K -8,068 Closed
ECM
792
Evergreen Capital Management
Washington
– -$282K -7,646 Closed
Koshinski Asset Management
793
Koshinski Asset Management
Illinois
– -$256K -6,938 Closed
RWM
794
Reston Wealth Management
Virginia
– -$254K -6,878 Closed
CB
795
Commerce Bank
Missouri
– -$241K -6,534 Closed
FIM
796
Freedom Investment Management
Connecticut
– -$220K -5,970 Closed
SFO
797
Stokes Family Office
Louisiana
– -$220K -5,953 Closed
RWA
798
Rooted Wealth Advisors
Illinois
– -$224K -5,952 Closed
FHC
799
First Heartland Consultants
Missouri
– -$213K -5,778 Closed
KAS
800
KPP Advisory Services
Kentucky
– -$212K -5,742 Closed
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