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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
76
GM Advisory Group
New York
$20.8M +$1.09M +24,329 +6%
GWAG
77
Garrett Wealth Advisory Group
Texas
$20M +$1.75M +38,887 +10%
MFS
78
McNamara Financial Services
Massachusetts
$20M -$907K -20,199 -4%
RFS
79
Retirement Financial Solutions
Tennessee
$19.6M +$234K +5,199 +1%
DJSG
80
D.J. St. Germain
Massachusetts
$19.4M +$889K +19,790 +5%
IWM
81
IHT Wealth Management
Illinois
$18.1M +$418K +9,299 +2%
LFPWM
82
Leicht Financial Planning & Wealth Management
New Jersey
$17M +$38.8K +863 +0.2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$16.9M -$7.64M -158,125 -31%
BAM
84
Berkshire Asset Management
Pennsylvania
$16.2M +$885K +19,046 +6%
OIA
85
OneDigital Investment Advisors
Kansas
$16M -$5.43M -120,831 -25%
FSA
86
Financial Security Advisor
Virginia
$16M -$3.9M -86,853 -20%
BSWM
87
Boston Standard Wealth Management
Massachusetts
$15.9M +$118K +2,625 +0.7%
ACG
88
Allen Capital Group
Nebraska
$15.8M -$63.6K -1,415 -0.4%
CM
89
Cercano Management
Washington
$15.7M -$49.5M -1,100,971 -76%
CIC
90
Carnegie Investment Counsel
Ohio
$15.5M +$488K +10,868 +3%
FHA
91
Flagship Harbor Advisors
Massachusetts
$15.1M +$2.07M +46,192 +16%
AWE
92
Avidian Wealth Enterprises
Texas
$14.9M +$14.9M +331,836 New
ODIJL
93
One Day In July LLC
Vermont
$14.9M +$2.25M +50,114 +18%
GWM
94
Geneos Wealth Management
Colorado
$14.7M +$1.11M +24,678 +8%
FGC
95
Financial Gravity Companies
Texas
$13.9M +$578K +12,872 +4%
TC
96
Trilogy Capital
California
$13.7M +$343K +7,625 +3%
GRP
97
Global Retirement Partners
California
$13.6M +$942K +20,970 +7%
OC
98
Oarsman Capital
Wisconsin
$13.5M +$1.5M +33,450 +13%
BS
99
Banco Santander
Spain
$13.4M +$3.53M +78,553 +36%
WA
100
WBH Advisory
Maryland
$13M +$124K +2,754 +1%
2 3
4
5 6