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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
776
Annis Gardner Whiting Capital Advisors
Florida
$5.48K +$5.48K +132 New
APW
777
Atlantic Private Wealth
North Carolina
$5.29K – – –
SWS
778
SYSTM Wealth Solutions
Illinois
$4.9K +$42 +1 +0.9%
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.77K – – –
Russell Investments Group
780
Russell Investments Group
United Kingdom
$4.66K +$2.7K +65 +138%
FP
781
Financial Perspectives
Minnesota
$3.74K – – –
NMG
782
New Millennium Group
Utah
$3.24K +$3.24K +78 New
WAM
783
WFA Asset Management
Wisconsin
$3.16K – – –
AA
784
Addison Advisors
Vermont
$3.07K +$3.07K +74 New
ACM
785
Anfield Capital Management
California
$2.99K – – –
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.95K -$4.31K -105 -59%
GJIA
787
Glass Jacobson Investment Advisors
Maryland
$2.87K – – –
HFS
788
Horizon Financial Services
North Carolina
$2.87K – – –
C
789
Covestor
United Kingdom
$2K -$341 -7 -15%
ICM
790
Islay Capital Management
Texas
$1.95K -$83 -2 -4%
PA
791
Parallel Advisors
California
$1.87K -$31.2K -750 -94%
CJH
792
Christopher J. Hasenberg
Wisconsin
$1.7K – – –
HCP
793
Hexagon Capital Partners
Arkansas
$1.54K -$8.64K -208 -85%
CPBTD
794
Central Pacific Bank - Trust Division
Hawaii
$1.16K – – –
HFS
795
Hantz Financial Services
Michigan
$1K – – –
DFA
796
DHJJ Financial Advisors
Illinois
$914 +$374 +9 +69%
FAM
797
Family Asset Management
South Carolina
$831 – – –
CB
798
Chris Bulman
California
$623 +$623 +15 New
SC
799
SouthState Corp
Florida
$540 +$540 +13 New
FHC
800
First Heartland Consultants
Missouri
$245 +$245 +5,897 New
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