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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
HI
2
Horizon Investments
North Carolina
$117M
3
EMPI
3
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
2
Bank of America
North Carolina
$298M
3
FA
3
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$236K
5
GWP
5
Gateway Wealth Partners
Wisconsin
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
76
Texas Permanent School Fund
Texas
$16.7M 395,284 -35,465 -8%
GWAG
77
Garrett Wealth Advisory Group
Texas
$16.4M 389,937 -34,947 -8%
MFS
78
McNamara Financial Services
Massachusetts
$16.4M 388,597 -513 -0.1%
KWM
79
Kaydan Wealth Management
Michigan
$15.6M 369,645 +369,645 New
FF
80
Fox Financial
Pennsylvania
$15.4M 364,990 +364,990 New
1WM
81
1900 Wealth Management
Texas
$14.4M 341,243 +171,298 +101%
CSPAM
82
Cary Street Partners Asset Management
Virginia
$14.3M 338,168 +4,675 +1%
DJSG
83
D.J. St. Germain
Massachusetts
$14.2M 337,451 +30,081 +10%
RFS
84
Retirement Financial Solutions
Tennessee
$14.2M 336,657 +29,777 +10%
RW
85
RVW Wealth
California
$14.1M 335,023 -49,145 -13%
TC
86
Trilogy Capital
California
$13.9M 329,249 +21,699 +7%
AA
87
ALPS Advisors
Colorado
$13.6M 323,395 +5,410 +2%
ACG
88
Allen Capital Group
Nebraska
$13.5M 320,914 +9,565 +3%
VFA
89
Valeo Financial Advisors
Indiana
$13.3M 314,334 +52,791 +20%
CIC
90
Carnegie Investment Counsel
Ohio
$13.2M 313,113 +19,679 +7%
MFG
91
Marmo Financial Group
Tennessee
$12.8M 303,738 -7,002 -2%
LFPWM
92
Leicht Financial Planning & Wealth Management
New Jersey
$11.8M 278,734 -1,819 -0.6%
PFA
93
Pure Financial Advisors
California
$11.6M 276,068 +8,120 +3%
FI
94
Financial Insights
Washington
$11.6M 275,768 +83,440 +43%
BAM
95
Berkshire Asset Management
Pennsylvania
$11.6M 275,282 +43,823 +19%
KW
96
KWB Wealth
California
$11.5M 273,640 +13,927 +5%
AWM
97
Avior Wealth Management
Nebraska
$11.5M 272,191 +102,934 +61%
BSWM
98
Boston Standard Wealth Management
Massachusetts
$11.5M 311,011 – –
TMWM
99
Taylor & Morgan Wealth Management
Michigan
$11.4M 269,111 -3,713 -1%
WWM
100
Western Wealth Management
Colorado
$11.3M 268,068 +63,940 +31%
2 3
4
5 6