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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M
3
LPL Financial
3
LPL Financial
California
$400M
4
B
4
Bridgeworth
Alabama
$32.2M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.1M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$6.12M +$616K +16,666 +11%
VCM
77
Vivaldi Capital Management
Illinois
$6.1M -$195K -5,067 -3%
WI
78
WrapManager Inc
California
$5.77M -$209K -5,653 -3%
CWM
79
Cahaba Wealth Management
Georgia
$5.71M +$352K +9,514 +7%
KAS
80
Kestra Advisory Services
Texas
$5.59M +$689K +18,647 +14%
SIAS
81
Summit Investment Advisory Services
Minnesota
$5.53M +$5.53M +149,454 New
TFA
82
TPG Financial Advisors
Oregon
$5.41M +$2.34M +63,400 +76%
AWM
83
Avior Wealth Management
Nebraska
$5.4M +$35.8K +969 +0.7%
DC
84
Destiny Capital
Colorado
$5.39M +$5.39M +133,523 New
BWM
85
BCGM Wealth Management
Indiana
$5.37M +$81.3K +2,200 +2%
MWM
86
Merriman Wealth Management
Washington
$5.27M +$5.27M +142,653 New
SGWM
87
Sterling Group Wealth Management
California
$5.24M +$5.24M +141,816 New
W
88
Wealthquest
Ohio
$5.05M +$4.73M +128,025 +1,489%
MA
89
MJP Associates
Connecticut
$5.04M +$219K +5,924 +5%
AO
90
Advisor OS
Illinois
$5.02M -$301K -8,132 -6%
GWSG
91
GPS Wealth Strategies Group
Colorado
$5.02M +$417K +11,266 +9%
PAS
92
Park Avenue Securities
New York
$4.93M -$263K -7,125 -5%
IWC
93
Integrated Wealth Concepts
Massachusetts
$4.87M +$155K +4,192 +3%
PA
94
PSI Advisors
Florida
$4.86M +$718K +19,414 +17%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$4.78M +$4.33M +117,097 +961%
SA
96
Scarborough Advisors
Maryland
$4.72M +$820K +22,173 +21%
FZCM
97
Flynn Zito Capital Management
New York
$4.7M -$37.6K -1,018 -0.8%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$4.53M -$72K -1,948 -2%
FFG
99
Fullen Financial Group
Ohio
$4.51M -$19.2K -474 -0.4%
TVAMP
100
Tennessee Valley Asset Management Partners
Tennessee
$4.49M +$2.69M +72,694 +149%
2 3
4
5 6