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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
76
D.J. St. Germain
Massachusetts
$18.8M +$763K +16,768 +4%
GWAG
77
Garrett Wealth Advisory Group
Texas
$18.5M +$468K +10,294 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$18.2M -$2.5M -54,893 -12%
IWM
79
IHT Wealth Management
Illinois
$17.9M +$375K +8,246 +2%
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$17.2M +$1.84M +40,528 +12%
LFPWM
81
Leicht Financial Planning & Wealth Management
New Jersey
$17.1M +$32.7K +719 +0.2%
CSPAM
82
Cary Street Partners Asset Management
Virginia
$16.7M +$2.23M +48,987 +15%
ACG
83
Allen Capital Group
Nebraska
$16.1M +$753K +16,543 +5%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$16M +$723K +15,891 +5%
SWP
85
Stratos Wealth Partners
Ohio
$15.9M +$607K +13,345 +4%
CIC
86
Carnegie Investment Counsel
Ohio
$15.2M -$37.2K -817 -0.2%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$14.6M -$646K -14,185 -4%
GWM
88
Geneos Wealth Management
Colorado
$13.8M +$725K +15,920 +6%
BAM
89
Berkshire Asset Management
Pennsylvania
$13.7M – – –
APW
90
Austin Private Wealth
Texas
$13.5M -$1.05M -23,085 -7%
TC
91
Trilogy Capital
California
$13.5M -$2.01M -44,160 -13%
FGC
92
Financial Gravity Companies
Texas
$13.5M +$13.5M +296,446 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$13.2M +$13.2M +289,646 New
WWM
94
Western Wealth Management
Colorado
$13.1M -$551K -12,108 -4%
WA
95
WBH Advisory
Maryland
$13.1M +$721K +15,840 +6%
NSAM
96
North Star Asset Management
Wisconsin
$13M +$303K +6,655 +2%
ACM
97
Advance Capital Management
Michigan
$12.9M +$12.5M +274,224 +2,747%
GRP
98
Global Retirement Partners
California
$12.9M +$969K +21,302 +8%
ODIJL
99
One Day In July LLC
Vermont
$12.8M +$4.07M +89,388 +47%
TMWM
100
Taylor & Morgan Wealth Management
Michigan
$12.7M -$116K -2,538 -0.9%
2 3
4
5 6