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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 %
SHF
801
Safe Harbor Fiduciary
Florida
$8.83K +$8.83K +194 New
TPW
802
Talon Private Wealth
Florida
$8.78K +$8.78K +193 New
RWM
803
Ruedi Wealth Management
Illinois
$7.86K +$409 +9 +5%
IHWM
804
Iron Horse Wealth Management
Iowa
$7.51K – – –
HWM
805
Horizons Wealth Management
North Carolina
$7.46K – – –
TVWM
806
Tower View Wealth Management
Wisconsin
$7.37K +$7.37K +162 New
BA
807
Bristlecone Advisors
Washington
$7.15K +$7.15K +157 New
LC
808
Lindbrook Capital
California
$6.94K – – –
CPG
809
Cornerstone Planning Group
New Jersey
$6.83K – – –
BCMLT
810
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.1K – – –
FFA
811
Frazier Financial Advisors
Ohio
$6.08K – – –
CAS
812
Coppell Advisory Solutions
Texas
$6.07K -$5.71K -126 -48%
AGWCA
813
Annis Gardner Whiting Capital Advisors
Florida
$6.01K – – –
APW
814
Atlantic Private Wealth
North Carolina
$5.82K – – –
HGA
815
Hobbs Group Advisors
South Carolina
$5.69K +$5.69K +125 New
ACM
816
Anfield Capital Management
California
$5.55K +$2.28K +50 +69%
PWA
817
Provenance Wealth Advisors
Florida
$5.51K +$5.51K +121 New
Russell Investments Group
818
Russell Investments Group
United Kingdom
$5.12K – – –
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.7K – – –
SWS
820
SYSTM Wealth Solutions
Illinois
$4.25K -$1.14K -25 -21%
FP
821
Financial Perspectives
Minnesota
$4.1K – – –
AAG
822
Armstrong Advisory Group
Massachusetts
$3.64K +$3.64K +80 New
WAM
823
WFA Asset Management
Wisconsin
$3.48K +$45 +1 +1%
NMG
824
New Millennium Group
Utah
$3.28K -$273 -6 -8%
LWANC
825
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25K – – –
31 32
33
34 35