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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.2M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
3
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
GVAG
5
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$447K
3
State Street
3
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$462M
5
AssetMark Inc
5
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$4.95M +$104K +3,047 +2%
CWM
77
Cahaba Wealth Management
Georgia
$4.93M +$442K +12,989 +10%
AO
78
Advisor OS
Illinois
$4.9M +$1.6M +46,936 +48%
PAS
79
Park Avenue Securities
New York
$4.78M -$1.67M -48,959 -26%
CI
80
CX Institutional
Indiana
$4.53M -$8.15M -239,160 -64%
KAS
81
Kestra Advisory Services
Texas
$4.51M +$1.62M +47,572 +56%
MA
82
MJP Associates
Connecticut
$4.44M -$125K -3,660 -3%
FZCM
83
Flynn Zito Capital Management
New York
$4.36M +$4.36M +128,067 New
IWC
84
Integrated Wealth Concepts
Massachusetts
$4.34M +$240K +7,055 +6%
Mariner
85
Mariner
Kansas
$4.31M -$39K -1,146 -0.9%
FFG
86
Fullen Financial Group
Ohio
$4.27M +$134K +3,515 +3%
BlackRock
87
BlackRock
New York
$4.25M +$38.4K +1,127 +0.9%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$4.24M +$9.16K +269 +0.2%
GWSG
89
GPS Wealth Strategies Group
Colorado
$4.24M +$1.25M +36,784 +42%
WWM
90
Western Wealth Management
Colorado
$4.19M +$1.48M +43,457 +55%
TCFP
91
Treasure Coast Financial Planning
Florida
$4.18M +$199K +5,832 +5%
CWM
92
Congress Wealth Management
Massachusetts
$4.11M +$12.5K +366 +0.3%
MIAN
93
Mariner Independent Advisor Network
Kansas
$4.09M +$108K +3,179 +3%
FHA
94
Flagship Harbor Advisors
Massachusetts
$3.89M +$255K +7,496 +7%
PA
95
PSI Advisors
Florida
$3.82M +$615K +18,039 +19%
ACK
96
Andrew C. Karlinski
$3.8M +$1.63M +47,873 +75%
JFA
97
JNBA Financial Advisors
Minnesota
$3.79M +$109K +3,208 +3%
CRI
98
Colonial River Investments
Virginia
$3.69M -$159K -4,673 -4%
APC
99
Aspire Private Capital
North Carolina
$3.67M -$2.62M -76,823 -42%
DWM
100
Doyle Wealth Management
Florida
$3.62M -$95K -2,789 -3%
2 3
4
5 6