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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$7.07M 187,082 +187,082 New
OC
77
Oarsman Capital
Wisconsin
$7.06M 186,833 -2,072 -1%
GRP
78
Global Retirement Partners
California
$6.98M 193,770 +4,152 +2%
MML Investors Services
79
MML Investors Services
Massachusetts
$6.95M 184,053 -18,428 -9%
FZCM
80
Flynn Zito Capital Management
New York
$6.9M 182,782 +55,733 +44%
CWM
81
Cahaba Wealth Management
Georgia
$6.14M 162,606 +8,243 +5%
PAS
82
Park Avenue Securities
New York
$6.05M 160,041 +26,825 +20%
SIAS
83
Summit Investment Advisory Services
Minnesota
$6.02M 159,330 +9,876 +7%
WAOI
84
Wealth Advisors of Iowa
Iowa
$5.99M 158,513 +136,428 +618%
WI
85
WrapManager Inc
California
$5.91M 156,542 +485 +0.3%
TFA
86
TPG Financial Advisors
Oregon
$5.83M 154,482 +8,133 +6%
AWM
87
Avior Wealth Management
Nebraska
$5.79M 153,183 +7,018 +5%
APC
88
Aspire Private Capital
North Carolina
$5.74M 151,961 +106,836 +237%
MA
89
MJP Associates
Connecticut
$5.69M 150,623 +14,267 +10%
PA
90
PSI Advisors
Florida
$5.6M 148,187 +16,723 +13%
GWSG
91
GPS Wealth Strategies Group
Colorado
$5.4M 142,908 +7,099 +5%
Stifel Financial
92
Stifel Financial
Missouri
$5.28M 139,731 +38,854 +39%
AC
93
AIFG Consultants
New York
$5.26M 139,334 +40,246 +41%
W
94
Wealthquest
Ohio
$5.23M 138,574 +1,950 +1%
BWM
95
BCGM Wealth Management
Indiana
$5.11M 135,337 -9,878 -7%
AO
96
Advisor OS
Illinois
$5.09M 134,869 -946 -0.7%
DC
97
Destiny Capital
Colorado
$5.01M 132,595 -928 -0.7%
VCM
98
Vivaldi Capital Management
Illinois
$5M 132,462 -26,241 -17%
GIA
99
Gladstone Institutional Advisory
Florida
$4.92M 130,380 +14,811 +13%
Corient Private Wealth
100
Corient Private Wealth
Florida
$4.89M 129,538 +20,433 +19%
2 3
4
5 6