SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$15.6M 361,738 +361,738 New
DJSG
77
D.J. St. Germain
Massachusetts
$15.5M 360,329 +22,878 +7%
OFS
78
OneAscent Financial Services
Alabama
$15.2M 353,506 -80,954 -19%
TC
79
Trilogy Capital
California
$14.5M 337,042 +7,793 +2%
BSWM
80
Boston Standard Wealth Management
Massachusetts
$14.1M 328,317 +17,306 +6%
ACG
81
Allen Capital Group
Nebraska
$14M 324,505 +3,591 +1%
CIC
82
Carnegie Investment Counsel
Ohio
$13.9M 323,815 +10,702 +3%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$13.9M 322,188 -362,740 -53%
AA
84
ALPS Advisors
Colorado
$13.8M 320,395 -3,000 -0.9%
MFG
85
Marmo Financial Group
Tennessee
$13.8M 319,805 +16,067 +5%
AWM
86
Avior Wealth Management
Nebraska
$13.6M 315,233 +43,042 +16%
BAM
87
Berkshire Asset Management
Pennsylvania
$13.3M 309,725 +34,443 +13%
RW
88
RVW Wealth
California
$13.3M 308,299 -26,724 -8%
SWP
89
Stratos Wealth Partners
Ohio
$13.1M 303,691 +36,094 +13%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$13M 302,749 +77,378 +34%
VFA
91
Valeo Financial Advisors
Indiana
$12.8M 311,131 -3,203 -1%
FHA
92
Flagship Harbor Advisors
Massachusetts
$12.7M 294,132 +54,909 +23%
TPSF
93
Texas Permanent School Fund
Texas
$12M 279,184 -116,100 -29%
TMWM
94
Taylor & Morgan Wealth Management
Michigan
$11.9M 276,884 +7,773 +3%
CSPAM
95
Cary Street Partners Asset Management
Virginia
$11.8M 273,072 -65,096 -19%
PFA
96
Pure Financial Advisors
California
$11.7M 271,296 -4,772 -2%
NSAM
97
North Star Asset Management
Wisconsin
$11.6M 270,312 +17,819 +7%
PAS
98
Park Avenue Securities
New York
$11.6M 270,297 +8,351 +3%
KW
99
KWB Wealth
California
$11.5M 267,966 -5,674 -2%
GWM
100
Geneos Wealth Management
Colorado
$11.4M 264,503 +18,730 +8%
2 3
4
5 6