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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
776
Center for Financial Planning
Michigan
$22.8K – – –
PMFA
777
Plante Moran Financial Advisors
Michigan
$22.4K – – –
MG
778
Mather Group
Illinois
$22K -$41.1K -903 -65%
JGIA
779
Jackson Grant Investment Advisers
Connecticut
$21.5K +$91 +2 +0.4%
SIC
780
SJS Investment Consulting
Ohio
$19.4K – – –
GWSA
781
Global Wealth Strategies & Associates
Colorado
$18.5K – – –
CB
782
Centennial Bank
Arkansas
$17.2K – – –
AWM
783
AllSquare Wealth Management
New York
$16.2K – – –
BL
784
Balentine LLC
Georgia
$16.1K +$16.1K +353 New
WIM
785
Westside Investment Management
California
$15.7K -$15.1K -331 -49%
AAP
786
Arax Advisory Partners
Colorado
$15.5K +$15.5K +341 New
AWM
787
Atticus Wealth Management
Florida
$15.3K +$773 +17 +5%
BF
788
BOK Financial
Oklahoma
$15.2K – – –
EWM
789
EPG Wealth Management
Georgia
$14.4K +$14.4K +317 New
HT
790
Headlands Technologies
Illinois
$13.9K +$13.9K +305 New
HFS
791
Horizon Financial Services
North Carolina
$13.4K +$10.2K +225 +326%
Simplex Trading
792
Simplex Trading
Illinois
$13K +$5.58K +125 +75%
Qube Research & Technologies (QRT)
793
Qube Research & Technologies (QRT)
United Kingdom
$12.6K -$61.3K -1,348 -83%
OWP
794
ORG Wealth Partners
Texas
$11.6K +$11.6K +254 New
SWM
795
Sanctuary Wealth Management
Idaho
$11.2K – – –
RFG
796
REAP Financial Group
Texas
$10.6K -$1.09K -24 -9%
FFL
797
Financial Freedom LLC
Ohio
$10.5K – – –
Citigroup
798
Citigroup
New York
$10.1K -$2.69K -59 -21%
CA
799
Centerpoint Advisors
Massachusetts
$10K – – –
GT
800
Glenmede Trust
Pennsylvania
$9.6K +$9.6K +211 New
30 31
32
33 34