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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
FSWA
76
Financial Synergies Wealth Advisors
Texas
$10.6M 274,126 +8,994 +3%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M 271,060 -230,295 -46%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$10.5M 270,117 +68,695 +34%
VFA
79
Valeo Financial Advisors
Indiana
$10.4M 268,532 +41,379 +18%
Goldman Sachs
80
Goldman Sachs
New York
$10.4M 268,013 +180,059 +205%
KW
81
KWB Wealth
California
$10.1M 260,439 +44,490 +21%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$9.93M 255,707 +193,780 +313%
WCM
83
Windsor Capital Management
Arizona
$9.55M 245,785 +11,194 +5%
FHA
84
Flagship Harbor Advisors
Massachusetts
$9.36M 240,904 +30,181 +14%
WA
85
WBH Advisory
Maryland
$9.35M 240,618 +5,733 +2%
AWC
86
Adamsbrown Wealth Consultants
Kansas
$9.3M 239,498 +35,835 +18%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$9.3M 239,401 +234,810 +5,115%
ACA
88
Aspire Capital Advisors
Washington
$9.17M 236,188 +236,188 New
FZCM
89
Flynn Zito Capital Management
New York
$8.74M 224,940 +42,158 +23%
NSAM
90
North Star Asset Management
Wisconsin
$8.73M 224,842 +8,714 +4%
PI
91
Pachira Investments
California
$8.6M 221,327 +221,327 New
AF
92
Allworth Financial
California
$8.52M 219,424 +17,414 +9%
CIC
93
Carnegie Investment Counsel
Ohio
$8.45M 217,581 +217,581 New
BAM
94
Berkshire Asset Management
Pennsylvania
$8.4M 216,329 +216,329 New
GWM
95
Geneos Wealth Management
Colorado
$8.34M 214,845 +16,945 +9%
GRP
96
Global Retirement Partners
California
$8.15M 209,814 +16,044 +8%
WMS
97
Wealth Management Solutions
Pennsylvania
$8.06M 207,435 -24,925 -11%
SWP
98
Stratos Wealth Partners
Ohio
$7.95M 204,741 -51,810 -20%
BWM
99
BCGM Wealth Management
Indiana
$7.87M 202,519 +67,182 +50%
LFG
100
Larson Financial Group
Missouri
$7.74M 199,170 -2,521 -1%
2 3
4
5 6