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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SGWM
776
Sterling Group Wealth Management
California
– – -111,325 Closed
Jane Street
777
Jane Street
New York
– – -111,071 Closed
AFA
778
AllGen Financial Advisors
Florida
– – -109,211 Closed
AIM
779
Astor Investment Management
Illinois
– – -105,948 Closed
ARC
780
Advisor Resource Council
Texas
– – -99,925 Closed
NWM
781
Napa Wealth Management
California
– – -42,195 Closed
TFA
782
Tranquilli Financial Advisor
New Jersey
– – -21,417 Closed
LCGC
783
Legacy Capital Group California
California
– – -18,549 Closed
MWM
784
Meridian Wealth Management
Kentucky
– – -17,521 Closed
Simplex Trading
785
Simplex Trading
Illinois
– – -15,514 Closed
FPW
786
Flagship Private Wealth
Massachusetts
– – -12,086 Closed
NL
787
Navalign LLC
California
– – -9,149 Closed
IPWA
788
International Private Wealth Advisors
California
– – -8,945 Closed
FA
789
FDx Advisors
Illinois
– – -8,830 Closed
KPWS
790
Kestra Private Wealth Services
Texas
– – -8,230 Closed
KIA
791
KLR Investment Advisors
Rhode Island
– – -8,025 Closed
SFM
792
Signet Financial Management
New Jersey
– – -7,887 Closed
ECA
793
Elevated Capital Advisors
Utah
– – -6,827 Closed
CFB
794
Cullen/Frost Bankers
Texas
– – -6,635 Closed
ES
795
ETF Store
Kansas
– – -6,240 Closed
CCM
796
Crew Capital Management
Ohio
– – -5,667 Closed
SHJ
797
Sharkey, Howes & Javer
Colorado
– – -5,515 Closed
HF
798
HRT Financial
New York
– – -5,477 Closed
WHCI
799
W.H. Cornerstone Investments
Massachusetts
– – -5,258 Closed
CSIA
800
Charles Schwab Investment Advisory
California
– – -5,116 Closed
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32
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