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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$526M
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
4
LPL Financial
California
$337M
5
Ameriprise
5
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
2
Charles Schwab
California
$205M
3
SMM
3
Stadion Money Management
Georgia
$117M
4
HIM
4
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
5
Truist Financial
North Carolina
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
101
Brookstone Capital Management
Illinois
$4.18M 103,417 +43,444 +72%
AWC
102
Adamsbrown Wealth Consultants
Kansas
$4.16M 98,765 +28,592 +41%
PWG
103
Private Wealth Group
Florida
$4.06M 96,586 -18,671 -16%
NC
104
NovaPoint Capital
Georgia
$4.05M 96,176 -1,991 -2%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$3.98M 94,648 +34,487 +57%
SFG
106
StrategIQ Financial Group
Indiana
$3.95M 93,812 -1,273 -1%
FZCM
107
Flynn Zito Capital Management
New York
$3.92M 93,132 +6,759 +8%
SFP
108
Strategic Financial Planning
Texas
$3.88M 92,221 -11,546 -11%
DWM
109
Doyle Wealth Management
Florida
$3.88M 92,194 +10 +0%
TCFP
110
Treasure Coast Financial Planning
Florida
$3.87M 91,979 +30,676 +50%
CRI
111
Colonial River Investments
Virginia
$3.83M 91,103 -5,005 -5%
HA
112
Hofer & Associates
California
$3.8M 90,220 +4,175 +5%
MHWM
113
Montz Harcus Wealth Management
Louisiana
$3.78M 89,816 +6,623 +8%
Deutsche Bank
114
Deutsche Bank
Germany
$3.61M 85,723 +63,807 +291%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$3.48M 82,657 -24,641 -23%
WSWA
116
Warren Street Wealth Advisors
California
$3.41M 81,117 +81,117 New
SWA
117
Stratos Wealth Advisors
Ohio
$3.41M 81,029 +68,651 +555%
KAS
118
Kestra Advisory Services
Texas
$3.33M 79,150 +22,160 +39%
B
119
Bensler
Washington
$3.22M 76,422 +11,951 +19%
Jane Street
120
Jane Street
New York
$3.18M 75,663 +75,663 New
EFL
121
ERn Financial LLC
Wisconsin
$3.17M 75,426 +22,066 +41%
CPO
122
Cerity Partners OCIO
New York
$3.16M 75,190 -13,426 -15%
EDRIA
123
Edmonds Duncan Registered Investment Advisors
Kansas
$3.09M 73,403 +5,988 +9%
CF
124
Centaurus Financial
California
$3.04M 72,285 +3,877 +6%
IWP
125
IAG Wealth Partners
Wisconsin
$3.01M 71,506 -173 -0.2%
3 4
5
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