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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.

New
Increased
Maintained
Reduced
Closed
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 %
W
826
WealthCollab
Washington
$2.64K +$2.64K +58 New
BNP Paribas Financial Markets
827
BNP Paribas Financial Markets
France
$2.5K +$2.5K +55 New
ICM
828
Islay Capital Management
Texas
$2.14K – – –
PA
829
Parallel Advisors
California
$2.05K – – –
HFS
830
Hantz Financial Services
Michigan
$2K – – –
C
831
Covestor
United Kingdom
$2K +$255 +6 +15%
EA
832
Evolution Advisers
Virginia
$2K +$2K +54 New
CJH
833
Christopher J. Hasenberg
Wisconsin
$1.83K – – –
RDFA
834
Ritter Daniher Financial Advisory
Ohio
$1.55K +$1.55K +34 New
CPBTD
835
Central Pacific Bank - Trust Division
Hawaii
$1.27K – – –
CFG
836
Copley Financial Group
California
$1.09K +$1.09K +24 New
DFA
837
DHJJ Financial Advisors
Illinois
$1K – – –
HCP
838
Hexagon Capital Partners
Arkansas
$910 -$774 -17 -46%
FAM
839
Family Asset Management
South Carolina
$910 – – –
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$865 +$865 +19 New
BIM
841
Breakwater Investment Management
Washington
$683 +$683 +15 New
AWM
842
Abound Wealth Management
Tennessee
$458 +$458 +10 New
National Bank of Canada
843
National Bank of Canada
Quebec, Canada
$273 +$273 +6 New
SOAMC
844
Spirit of America Management Corp
New York
$192 – – –
BWL
845
Bogart Wealth LLC
Virginia
$91 – – –
YAL
846
Your Advocates Ltd
Texas
$46 – – –
OFS
847
OneAscent Financial Services
Alabama
– -$12.5M -299,803 Closed
AWE
848
Avidian Wealth Enterprises
Texas
– -$6.9M -166,133 Closed
EMPI
849
Elo Mutual Pension Insurance
Finland
– -$2.24M -53,871 Closed
CNC
850
Citizens & Northern Corp
Pennsylvania
– -$1.97M -47,431 Closed
32 33
34
35 36