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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 %
RIA
851
Realta Investment Advisors
Delaware
$16.5K -$36.9K -812 -69%
CW
852
Curio Wealth
Maryland
$16.4K +$16.4K +365 New
AWM
853
AllSquare Wealth Management
New York
$16K – – –
AWM
854
Atticus Wealth Management
Florida
$15.9K +$763 +17 +5%
WIM
855
Westside Investment Management
California
$15.5K – – –
VWM
856
Vermillion Wealth Management
Minnesota
$15.4K +$15.4K +342 New
EWM
857
EPG Wealth Management
Georgia
$14.2K – – –
SS
858
SBI Securities
Japan
$14K +$14K +311 New
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$11K +238 +1,253%
VWA
860
Valued Wealth Advisors
Utah
$11.4K +$11.4K +253 New
SWM
861
Sanctuary Wealth Management
Idaho
$11.1K – – –
CWM
862
Centricity Wealth Management
Ohio
$11K +$11K +245 New
FFL
863
Financial Freedom LLC
Ohio
$10.4K – – –
CAS
864
Coppell Advisory Solutions
Texas
$10.3K +$4.27K +95 +71%
CA
865
Centerpoint Advisors
Massachusetts
$10K – – –
HWM
866
Hemington Wealth Management
Virginia
$10K +$10K +230 New
SHF
867
Safe Harbor Fiduciary
Florida
$9.21K +$494 +11 +6%
VHAM
868
Van Hulzen Asset Management
California
$9.03K +$9.03K +201 New
OWP
869
ORG Wealth Partners
Texas
$9.03K -$2.38K -53 -21%
RPA
870
Redwood Park Advisors
California
$8.36K +$8.36K +186 New
RWM
871
Ruedi Wealth Management
Illinois
$7.72K -$45 -1 -0.6%
CFS
872
Compass Financial Services
Iowa
$7.42K +$7.42K +165 New
HWM
873
Horizons Wealth Management
North Carolina
$7.37K – – –
IHWM
874
Iron Horse Wealth Management
Iowa
$7.32K -$90 -2 -1%
RFG
875
REAP Financial Group
Texas
$7.23K -$3.23K -72 -31%
33 34
35
36 37