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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 %
CAL
801
Capital Advisors Ltd
Ohio
$66K – – –
HWA
802
HHM Wealth Advisors
Tennessee
$65.9K – – –
TCG
803
Transcendent Capital Group
Oklahoma
$65.6K +$135 +3 +0.2%
AP
804
Atwood & Palmer
Missouri
$62.2K – – –
HGERS
805
Householder Group Estate & Retirement Specialist
Arizona
$60K -$780K -17,390 -93%
ANBT
806
American National Bank & Trust
Texas
$59.9K – – –
Citigroup
807
Citigroup
New York
$59.2K +$49.2K +1,096 +491%
SMAM
808
Sugar Maple Asset Management
Wisconsin
$59.2K +$59.2K +1,317 New
T
809
Transce3nd
Texas
$57.9K +$57.9K +1,289 New
AA
810
Ancora Advisors
Ohio
$57.1K – – –
JWA
811
JFS Wealth Advisors
Pennsylvania
$56.7K -$15.8K -351 -22%
WWA
812
Wingate Wealth Advisors
Massachusetts
$55.6K +$55.6K +1,238 New
SSB
813
Sandy Spring Bank
Maryland
$55K +$135 +3 +0.2%
S
814
SignatureFD
Georgia
$50.9K -$3.37K -75 -6%
TH
815
TCTC Holdings
Texas
$48.9K – – –
CTC
816
Central Trust Company
Missouri
$48.3K – – –
SS
817
Sunbelt Securities
Texas
$47.7K – – –
CICI
818
Capital Investment Counsel Inc
North Carolina
$46.4K +$46.4K +1,034 New
IWM
819
IMG Wealth Management
Florida
$45.3K +$45.3K +1,008 New
RTL
820
Red Tortoise LLC
Georgia
$41.7K +$269 +6 +0.7%
WP
821
WealthShield Partners
North Carolina
$41.2K +$224 +5 +0.5%
AWM
822
Accredited Wealth Management
Kentucky
$40.4K +$40.4K +900 New
CFG
823
Chapman Financial Group
Hawaii
$40.4K +$40.4K +900 New
RWM
824
Rialto Wealth Management
New York
$37K +$37K +824 New
CIA
825
Cape Investment Advisory
Georgia
$35.2K – – –
31 32
33
34 35