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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M
3
LPL Financial
3
LPL Financial
California
$400M
4
B
4
Bridgeworth
Alabama
$32.2M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.1M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
AlphaStar Capital Management
North Carolina
$4.45M +$1.77M +47,984 +66%
TCFP
102
Treasure Coast Financial Planning
Florida
$4.43M -$114K -3,096 -3%
BlackRock
103
BlackRock
New York
$4.38M -$226K -6,115 -5%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$4.37M +$557K +15,062 +15%
V
105
Veritable
Delaware
$4.34M +$3.17M +85,610 +269%
GIA
106
Gladstone Institutional Advisory
Florida
$4.27M +$349K +9,443 +9%
JFA
107
JNBA Financial Advisors
Minnesota
$4.18M +$66.5K +1,799 +2%
FHA
108
Flagship Harbor Advisors
Massachusetts
$3.98M -$235K -6,350 -6%
SFS
109
Security Financial Services
Indiana
$3.94M +$64.4K +1,743 +2%
SFG
110
StrategIQ Financial Group
Indiana
$3.92M +$276K +7,463 +8%
Corient Private Wealth
111
Corient Private Wealth
Florida
$3.91M +$3.91M +109,105 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$3.91M -$1.55M -41,988 -28%
Stifel Financial
113
Stifel Financial
Missouri
$3.73M +$3.37M +91,274 +950%
AC
114
AIFG Consultants
New York
$3.66M +$3.66M +99,088 New
SFP
115
Strategic Financial Planning
Texas
$3.63M -$31.2K -845 -0.9%
CRI
116
Colonial River Investments
Virginia
$3.56M -$443K -11,994 -11%
ICM
117
Islay Capital Management
Texas
$3.54M -$88K -2,381 -2%
Deutsche Bank
118
Deutsche Bank
Germany
$3.51M -$263K -7,115 -7%
AFA
119
AllGen Financial Advisors
Florida
$3.5M +$3.5M +94,587 New
MFA
120
Millington Financial Advisors
Illinois
$3.49M +$3.49M +94,437 New
B
121
Bensler
Washington
$3.43M +$138K +3,739 +4%
HA
122
Hofer & Associates
California
$3.41M +$33.1K +895 +1%
RA
123
RFG Advisory
Alabama
$3.41M +$70.1K +1,671 +2%
WSWA
124
Warren Street Wealth Advisors
California
$3.38M +$210K +5,671 +7%
GC
125
Grimes & Company
Massachusetts
$3.36M -$214K -5,800 -6%
3 4
5
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