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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 %
Simplex Trading
776
Simplex Trading
Illinois
$144K +$131K +2,925 +1,005%
HBW
777
Hazlett, Burt & Watson
West Virginia
$143K +$5.51K +122 +4%
NFSG
778
Newbridge Financial Services Group
Florida
$140K – – –
BTI
779
Blue Trust Inc
Georgia
$139K -$31K -690 -18%
BA
780
Ballast Advisors
Minnesota
$137K -$36.6K -814 -21%
PFM
781
Phillips Financial Management
Indiana
$121K – – –
SAM
782
S.A. Mason
Michigan
$112K -$539 -12 -0.5%
DWM
783
Dogwood Wealth Management
Kansas
$110K +$9.34K +208 +9%
SMA
784
Sage Mountain Advisors
Georgia
$107K +$8.76K +195 +9%
WBC
785
West Branch Capital
Massachusetts
$105K – – –
WT
786
Whittier Trust
California
$105K -$16.6K -370 -14%
QCG
787
Quadrant Capital Group
Ohio
$103K +$674 +15 +0.7%
OCM
788
Orion Capital Management
California
$102K +$102K +2,278 New
VWWMG
789
Vermillion & White Wealth Management Group
Pennsylvania
$102K – – –
GWANC
790
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.5K +$898 +20 +0.9%
CJ
791
Caitlin John
Michigan
$95.4K +$9.57K +213 +11%
CJL
792
Cyrus J. Lawrence
New York
$87K +$87K +1,947 New
SWM
793
Spire Wealth Management
Virginia
$86.5K – – –
ST
794
Smithfield Trust
Pennsylvania
$77K – – –
SL
795
Salomon & Ludwin
Virginia
$71.2K +$2.74K +61 +4%
PP
796
PrairieView Partners
Minnesota
$71K -$30K -671 -30%
KSWA
797
Kathleen S. Wright Associates
Pennsylvania
$70.4K – – –
BCWM
798
Bartlett & Co Wealth Management
Ohio
$69.3K – – –
GI
799
GAMMA Investing
California
$67.3K – – –
AG
800
AmeriFlex Group
Nevada
$66.5K +$66.5K +1,438 New
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