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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
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
826
Montag & Associates
Georgia
$33.9K – – –
HNB
827
Huntington National Bank
Ohio
$33.8K -$42.8K – –
TSMHT
828
Thurston Springer Miller Herd & Titak
Indiana
$32.4K – – –
CSC
829
Caldwell Sutter Capital
California
$30.9K – – –
RIL
830
Rothschild Investment LLC
Illinois
$30.2K – – –
EWP
831
Elevation Wealth Partners
California
$30.1K – – –
CB
832
Community Bank
New York
$28.7K – – –
LOIP
833
Live Oak Investment Partners
Texas
$27.4K -$27.8K – –
CWM
834
Copia Wealth Management
Oregon
$27.2K +$27.2K +605 New
WB
835
Webster Bank
Connecticut
$27K -$24.7K -550 -48%
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$26.6K +$5.35K +119 +25%
BC
837
Barrett & Company
Rhode Island
$25.2K – – –
BA
838
Bellwether Advisors
Nebraska
$25.2K +$25.2K +561 New
NSIM
839
North Star Investment Management
Illinois
$25K +$25K +557 New
CFFP
840
Center for Financial Planning
Michigan
$22.5K – – –
PMFA
841
Plante Moran Financial Advisors
Michigan
$22.1K – – –
MG
842
Mather Group
Illinois
$21.7K – – –
HI
843
Horizon Investments
North Carolina
$21.4K +$21.4K +476 New
AAP
844
Arax Advisory Partners
Colorado
$19.3K +$3.92K +87 +26%
SIC
845
SJS Investment Consulting
Ohio
$19.1K – – –
CA
846
Crewe Advisors
Utah
$18.5K +$18.5K +411 New
GWSA
847
Global Wealth Strategies & Associates
Colorado
$18.2K – – –
MRP
848
Measured Risk Portfolios
California
$18.1K +$18.1K +402 New
MDA
849
Minot DeBlois Advisors
Massachusetts
$17K +$17K +379 New
CB
850
Centennial Bank
Arkansas
$16.9K – – –
32 33
34
35 36