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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 %
SOAMC
801
Spirit of America Management Corp
New York
$175 -$185K -4,220 -100%
BWL
802
Bogart Wealth LLC
Virginia
$83 – – –
YAL
803
Your Advocates Ltd
Texas
$42 – – –
AA
804
ALPS Advisors
Colorado
– -$13.8M -320,395 Closed
TPSF
805
Texas Permanent School Fund
Texas
– -$12M -279,184 Closed
SMF
806
Sterling Manor Financial
New York
– -$8.04M -186,778 Closed
SIAS
807
Summit Investment Advisory Services
Minnesota
– -$7.95M -184,635 Closed
FEG
808
Financial Enhancement Group
Indiana
– -$2.01M -49,494 Closed
PBF
809
Petix & Botte Financial
California
– -$1.87M -43,394 Closed
IFPG
810
Intrepid Financial Planning Group
Indiana
– -$1.68M -39,001 Closed
Susquehanna International Group
811
Susquehanna International Group
Pennsylvania
– -$1.42M -33,008 Closed
WAOI
812
Wealth Advisors of Iowa
Iowa
– -$1.05M -24,284 Closed
RSWM
813
Robertson Stephens Wealth Management
California
– -$802K -18,630 Closed
Two Sigma Advisers
814
Two Sigma Advisers
New York
– -$770K -17,900 Closed
HIC
815
Hartline Investment Corp
Illinois
– -$755K -17,537 Closed
LNC
816
Lincoln National Corp
Pennsylvania
– -$687K -15,951 Closed
NL
817
NWAM LLC
Washington
– -$646K -15,288 Closed
ITB
818
Idaho Trust Bank
Idaho
– -$640K -14,866 Closed
CF
819
Convergence Financial
Missouri
– -$501K -11,640 Closed
KFGK
820
Keystone Financial Group (Kentucky)
Kentucky
– -$474K -11,009 Closed
ES
821
Eagle Strategies
New York
– -$434K -10,088 Closed
PSCM
822
Per Stirling Capital Management
Texas
– -$367K -8,517 Closed
CV
823
Counterweight Ventures
North Carolina
– -$260K -6,044 Closed
SAW
824
Signal Advisors Wealth
Michigan
– -$248K -5,761 Closed
OMC
825
Old Mission Capital
Illinois
– -$245K -5,687 Closed
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