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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$507M
2
MFG
2
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.5M
4
LPL Financial
4
LPL Financial
California
$315M
5
State Street
5
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$632K
2
GC
2
Grimes & Company
Massachusetts
$3.44M
3
CWM
3
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
4
Frontier Wealth Management
Missouri
$4.47M
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
101
Advisor OS
Illinois
$3.49M -$1.29M -35,815 -27%
GC
102
Grimes & Company
Massachusetts
$3.44M -$29.9M -830,087 -90%
SFG
103
StrategIQ Financial Group
Indiana
$3.41M +$38.3K +1,064 +1%
PA
104
PSI Advisors
Florida
$3.38M -$426K -11,837 -11%
HA
105
Hofer & Associates
California
$3.25M +$7.66K +213 +0.2%
GWSG
106
GPS Wealth Strategies Group
Colorado
$3.16M +$3.16M +87,759 New
TC
107
Trilogy Capital
California
$3.15M -$6.61M -183,814 -68%
KAS
108
Kestra Advisory Services
Texas
$3.06M +$207K +5,754 +7%
WSWA
109
Warren Street Wealth Advisors
California
$3.03M +$107K +2,987 +4%
PWG
110
Private Wealth Group
Florida
$3.02M -$460K -12,770 -13%
MHWM
111
Montz Harcus Wealth Management
Louisiana
$3.01M -$221K -6,138 -7%
RA
112
RFG Advisory
Alabama
$2.95M +$245K +6,192 +9%
CPO
113
Cerity Partners OCIO
New York
$2.94M +$237K +6,588 +9%
B
114
Bensler
Washington
$2.94M +$188K +5,221 +7%
IWP
115
IAG Wealth Partners
Wisconsin
$2.92M +$351K +9,748 +14%
WWM
116
Western Wealth Management
Colorado
$2.86M +$976K +27,125 +52%
WWA
117
WCG Wealth Advisors
Nevada
$2.84M +$2.84M +78,858 New
SWA
118
Stratos Wealth Advisors
Ohio
$2.75M -$161K -4,482 -6%
EFL
119
ERn Financial LLC
Wisconsin
$2.7M -$18.5K -514 -0.7%
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$2.65M +$10.5K +292 +0.4%
NC
121
NovaPoint Capital
Georgia
$2.51M -$950K -26,398 -27%
6F
122
626 Financial
Michigan
$2.5M +$144 +4 +0%
Goldman Sachs
123
Goldman Sachs
New York
$2.33M -$576 -16 -0%
ACK
124
Andrew C. Karlinski
$2.29M +$1.46M +40,542 +175%
GF
125
Goodman Financial
Texas
$2.13M +$108 +3 +0%
3 4
5
6 7