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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 %
BA
876
Bristlecone Advisors
Washington
$7.05K – – –
LC
877
Lindbrook Capital
California
$6.85K – – –
WWM
878
Wolff Wiese Magana
California
$6.65K -$16.2K -360 -71%
FFA
879
Frazier Financial Advisors
Ohio
$6.12K +$135 +3 +2%
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.05K +$45 +1 +0.7%
NMG
881
New Millennium Group
Utah
$6.02K +$2.79K +62 +86%
AGWCA
882
Annis Gardner Whiting Capital Advisors
Florida
$5.93K – – –
ADL
883
Asset Dedication LLC
California
$5.84K +$5.84K +130 New
APW
884
Atlantic Private Wealth
North Carolina
$5.78K +$90 +2 +2%
Russell Investments Group
885
Russell Investments Group
United Kingdom
$5.06K +$45 +1 +0.9%
LWCFA
886
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.87K – – –
TVWM
887
Tower View Wealth Management
Wisconsin
$4.29K -$2.95K -66 -41%
FP
888
Financial Perspectives
Minnesota
$4.04K – – –
BIM
889
Breakwater Investment Management
Washington
$3.82K +$3.15K +70 +467%
WA
890
WPG Advisers
Maryland
$3.59K +$3.59K +80 New
LWANC
891
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.59K +$359 +8 +11%
WAM
892
WFA Asset Management
Wisconsin
$3.46K – – –
ACM
893
Anfield Capital Management
California
$3.23K -$2.25K -50 -41%
C
894
Covestor
United Kingdom
$3K +$831 +18 +38%
SAM
895
Synergy Asset Management
Washington
$2.82K +$2.82K +62 New
TC
896
Truvestments Capital
Florida
$2.7K +$2.7K +60 New
TCM
897
Tradewinds Capital Management
Washington
$2.65K +$2.65K +59 New
CPG
898
Cornerstone Planning Group
New Jersey
$2.26K -$4.76K -103 -68%
MMCM
899
Murphy & Mullick Capital Management
New York
$2.25K +$2.25K +50 New
SWA
900
SOA Wealth Advisors
New York
$2.16K +$2.16K +48 New
34 35
36
37 38