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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 %
CFG
851
Cooper Financial Group
California
– -$1.65M -39,751 Closed
VAS
852
Valicenti Advisory Services
New York
– -$1.64M -39,485 Closed
Renaissance Technologies
853
Renaissance Technologies
New York
– -$1.54M -37,200 Closed
LSIA
854
LaSalle St. Investment Advisors
Illinois
– -$2.42M -26,347 Closed
SWM
855
SigFig Wealth Management
California
– -$807K -19,425 Closed
SF
856
Safeguard Financial
Wisconsin
– -$781K -18,794 Closed
TWD
857
True Wealth Design
Ohio
– -$553K -13,310 Closed
FTUS
858
Flow Traders U.S.
New York
– -$427K -10,280 Closed
Fisher Asset Management
859
Fisher Asset Management
Washington
– -$419K -10,089 Closed
BHCM
860
Brevan Howard Capital Management
Jersey
– -$394K -9,481 Closed
PCM
861
Parsons Capital Management
Rhode Island
– -$369K -8,878 Closed
NFG
862
Nations Financial Group
Iowa
– -$310K -7,453 Closed
PWA
863
PCG Wealth Advisors
Kansas
– -$292K -7,042 Closed
MYIA
864
Mount Yale Investment Advisors
Colorado
– -$261K -6,276 Closed
SW
865
Simplicity Wealth
New Jersey
– -$214K -5,147 Closed
SW
866
SVB Wealth
Massachusetts
– -$208K -5,014 Closed
FA
867
FSA Advisors
Michigan
– -$200K -4,701 Closed
NMM
868
Naples Money Management
Florida
– -$138K -3,361 Closed
OC
869
Oakworth Capital
Alabama
– -$97.8K -2,354 Closed
OCM
870
Orion Capital Management
California
– -$94.6K -2,278 Closed
GLR
871
Great Lakes Retirement
Ohio
– -$85.8K -2,066 Closed
LIA
872
Lynx Investment Advisory
District of Columbia
– -$71.6K -1,725 Closed
SFC
873
SYM Financial Corp
Indiana
– -$50.9K -1,225 Closed
GI
874
Gradient Investments
Minnesota
– -$49.8K -1,199 Closed
TWP
875
Triad Wealth Partners
Kansas
– -$39.4K -949 Closed
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