SPSM icon

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 %
AFP
926
Alpha Financial Partners
Kentucky
– -$627K -13,779 Closed
ZIMP
927
Zimmermann Investment Management & Planning
Pennsylvania
– -$594K -13,049 Closed
GC
928
Gilbert & Cook
Iowa
– -$447K -9,813 Closed
FIM
929
Fernwood Investment Management
Massachusetts
– -$382K -8,402 Closed
FIA
930
Foundations Investment Advisors
Arizona
– -$355K -7,797 Closed
FTDI
931
First Trust Direct Indexing
Massachusetts
– -$301K -6,624 Closed
TI
932
Trexquant Investment
Connecticut
– -$269K -5,901 Closed
SGI
933
Summit Global Investments
Utah
– -$267K -5,866 Closed
MGW
934
MB Generational Wealth
Washington
– -$267K -5,864 Closed
UAG
935
United Advisor Group
Ohio
– -$243K -5,337 Closed
ARC
936
Advisor Resource Council
Texas
– -$220K -4,830 Closed
SEM
937
Strategic Equity Management
Arizona
– -$214K -4,698 Closed
OR
938
Olympiad Research
Connecticut
– -$213K -4,688 Closed
PCM
939
Prelude Capital Management
New York
– -$213K -4,688 Closed
CCG
940
Capital CS Group
California
– -$210K -4,609 Closed
EFS
941
Econ Financial Services
Pennsylvania
– -$208K -4,578 Closed
CFP
942
Cypress Financial Planning
New Jersey
– -$208K -4,567 Closed
FMWA
943
Forvis Mazars Wealth Advisors
Missouri
– -$207K -4,558 Closed
FWM
944
Forza Wealth Management
Florida
– -$202K -4,449 Closed
DA
945
Detalus Advisors
Missouri
– -$202K -4,437 Closed
WBCM
946
Wilson & Boucher Capital Management
California
– -$196K -4,300 Closed
TRCT
947
Tower Research Capital (TRC)
New York
– -$135K -2,958 Closed
RWM
948
Reston Wealth Management
Virginia
– -$133K -2,925 Closed
CWM
949
Cedar Wealth Management
California
– -$120K -2,638 Closed
FAM
950
Flaharty Asset Management
Florida
– -$83.6K -1,836 Closed
35 36 37
38
39