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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$11.8M 319,813 -11,455 -3%
AA
77
ALPS Advisors
Colorado
$11.7M 317,985 +317,985 New
AF
78
Allworth Financial
California
$11.7M 315,887 +96,463 +44%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$11.5M 311,011 +2,942 +1%
MFG
80
Marmo Financial Group
Tennessee
$11.5M 310,740 -4,372 -1%
TC
81
Trilogy Capital
California
$11.3M 307,550 +4,016 +1%
DJSG
82
D.J. St. Germain
Massachusetts
$11.3M 307,370 +8,709 +3%
ACG
83
Allen Capital Group
Nebraska
$11.3M 311,349 +5,074 +2%
RFS
84
Retirement Financial Solutions
Tennessee
$11.3M 306,880 +306,880 New
CIC
85
Carnegie Investment Counsel
Ohio
$10.8M 293,434 +75,853 +35%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$10.6M 288,336 +274,313 +1,956%
FSWA
87
Financial Synergies Wealth Advisors
Texas
$10.5M 283,444 +9,318 +3%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$10.4M 282,740 +12,623 +5%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$10.4M 280,553 +9,493 +4%
HWM
90
Horizon Wealth Management
Illinois
$10.1M 273,649 +264,816 +2,998%
KW
91
KWB Wealth
California
$10.1M 259,713 -726 -0.3%
TMWM
92
Taylor & Morgan Wealth Management
Michigan
$10.1M 272,824 -5,642 -2%
PFA
93
Pure Financial Advisors
California
$9.89M 267,948 -113,528 -30%
VFA
94
Valeo Financial Advisors
Indiana
$9.65M 261,543 -6,989 -3%
ACA
95
Aspire Capital Advisors
Washington
$9.5M 257,517 +21,329 +9%
WA
96
WBH Advisory
Maryland
$9.46M 256,346 +15,728 +7%
PAS
97
Park Avenue Securities
New York
$9.42M 255,137 +80,106 +46%
WCM
98
Windsor Capital Management
Arizona
$9.09M 246,226 +441 +0.2%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$8.6M 232,940 -22,767 -9%
NSAM
100
North Star Asset Management
Wisconsin
$8.59M 232,777 +7,935 +4%
2 3
4
5 6