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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 %
ICM
901
Islay Capital Management
Texas
$2.11K – – –
GIA
902
GHP Investment Advisors
Colorado
$2.07K +$2.07K +46 New
PA
903
Parallel Advisors
California
$2.02K – – –
CJH
904
Christopher J. Hasenberg
Wisconsin
$1.84K – – –
RDFA
905
Ritter Daniher Financial Advisory
Ohio
$1.53K – – –
1IA
906
1620 Investment Advisors
Massachusetts
$1.39K +$1.39K +31 New
CPBTD
907
Central Pacific Bank - Trust Division
Hawaii
$1.26K – – –
HNW
908
High Note Wealth
Minnesota
$1.26K +$1.26K +28 New
HFS
909
Hantz Financial Services
Michigan
$1K – – –
DFA
910
DHJJ Financial Advisors
Illinois
$989 – – –
CAWM
911
Capital A Wealth Management
Pennsylvania
$988 +$988 +22 New
FWM
912
FLP Wealth Management
Arkansas
$898 +$898 +20 New
HCP
913
Hexagon Capital Partners
Arkansas
$404 -$494 -11 -55%
NC
914
NewSquare Capital
Pennsylvania
$270 +$270 +6 New
NS
915
NBC Securities
Alabama
$246 -$254K -5,159 -100%
SOAMC
916
Spirit of America Management Corp
New York
$190 – – –
BWL
917
Bogart Wealth LLC
Virginia
$90 – – –
BNP Paribas Financial Markets
918
BNP Paribas Financial Markets
France
$45 -$2.43K -54 -98%
CSPIA
919
Cary Street Partners Investment Advisory
Virginia
– -$17.2M -377,052 Closed
BW
920
Bison Wealth
Georgia
– -$8.7M -191,098 Closed
MWM
921
Merriman Wealth Management
Washington
– -$5.36M -117,885 Closed
Jane Street
922
Jane Street
New York
– -$2.25M -49,529 Closed
Prudential Financial
923
Prudential Financial
New Jersey
– -$1.29M -28,425 Closed
D.E. Shaw & Co
924
D.E. Shaw & Co
New York
– -$1.14M -24,987 Closed
Two Sigma Investments
925
Two Sigma Investments
New York
– -$641K -14,082 Closed
35 36
37
38 39