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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 %
SPWG
801
Syntegra Private Wealth Group
Missouri
– – -5,069 Closed
ASN
802
Advisory Services Network
Georgia
– – -4,892 Closed
ACM
803
Absolute Capital Management
Pennsylvania
– – -4,882 Closed
MAG
804
Mayfair Advisory Group
Alabama
– – -4,877 Closed
Amundi
805
Amundi
France
– – -3,403 Closed
RIM
806
Rockbridge Investment Management
New York
– – -3,055 Closed
ECM
807
EMC Capital Management
Texas
– – -2,875 Closed
LPP
808
Life Planning Partners
Florida
– – -2,216 Closed
TFG
809
Team Financial Group
California
– – -1,591 Closed
VL
810
Vima LLC
Michigan
– – -1,169 Closed
MA
811
MCF Advisors
Kentucky
– – -825 Closed
OP
812
ORG Partners
Indiana
– – -558 Closed
IRAG
813
Investment Research & Advisory Group
Georgia
– – -330 Closed
TWM
814
Tradition Wealth Management
Minnesota
– – -304 Closed
B
815
Birchbrook
Maine
– – -272 Closed
SFC
816
SYM Financial Corp
Indiana
– – -247 Closed
NFA
817
Northwest Financial Advisors
Virginia
– – -239 Closed
GA
818
GoalVest Advisory
New York
– – -186 Closed
FCMT
819
Founders Capital Management (Texas)
Texas
– – -131 Closed
Bessemer Group
820
Bessemer Group
New Jersey
– – -118 Closed
CAM
821
Creekmur Asset Management
Illinois
– – -100 Closed
NMG
822
New Millennium Group
Utah
– – -81 Closed
NB
823
NBT Bank
New York
– – -64 Closed
PWMG
824
Prestige Wealth Management Group
New Jersey
– – -56 Closed
FBC
825
Fairfield, Bush & Co
Connecticut
– – -26 Closed
30 31 32
33
34