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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.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
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
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
951
Clear Point Advisors
New York
– -$69.1K -1,518 Closed
NFA
952
Northwest Financial Advisors
Virginia
– -$65.2K -1,432 Closed
MIM
953
Macroview Investment Management
Maryland
– -$49.5K -1,087 Closed
FIA
954
FNY Investment Advisers
New York
– -$40K -879 Closed
PWM
955
Partnership Wealth Management
Maryland
– -$37.1K -815 Closed
BWP
956
Baldwin Wealth Partners
Massachusetts
– -$22.8K -500 Closed
BL
957
Balentine LLC
Georgia
– -$16.1K -353 Closed
BF
958
BOK Financial
Oklahoma
– -$15.2K -342 Closed
HT
959
Headlands Technologies
Illinois
– -$13.9K -305 Closed
HFS
960
Horizon Financial Services
North Carolina
– -$13.4K -294 Closed
Qube Research & Technologies (QRT)
961
Qube Research & Technologies (QRT)
United Kingdom
– -$12.6K -276 Closed
GT
962
Glenmede Trust
Pennsylvania
– -$9.6K -211 Closed
HGA
963
Hobbs Group Advisors
South Carolina
– -$5.69K -125 Closed
PWA
964
Provenance Wealth Advisors
Florida
– -$5.51K -121 Closed
AAG
965
Armstrong Advisory Group
Massachusetts
– -$3.64K -80 Closed
W
966
WealthCollab
Washington
– -$2.64K -58 Closed
EA
967
Evolution Advisers
Virginia
– -$2K -54 Closed
CFG
968
Copley Financial Group
California
– -$1.09K -24 Closed
AWM
969
Abound Wealth Management
Tennessee
– -$458 -10 Closed
National Bank of Canada
970
National Bank of Canada
Quebec, Canada
– -$273 -6 Closed
YAL
971
Your Advocates Ltd
Texas
– -$46 -1 Closed
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