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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$4.82M 127,634 -143,094 -53%
JFA
102
JNBA Financial Advisors
Minnesota
$4.77M 126,352 +13,358 +12%
AA
103
Advisory Alpha
Michigan
$4.77M 126,271 -43,434 -26%
TCFP
104
Treasure Coast Financial Planning
Florida
$4.76M 125,970 +6,263 +5%
WWM
105
Western Wealth Management
Colorado
$4.68M 123,904 +49,165 +66%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$4.65M 123,339 +730 +0.6%
SA
107
Scarborough Advisors
Maryland
$4.59M 121,655 -6,025 -5%
V
108
Veritable
Delaware
$4.36M 115,332 -2,128 -2%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$4.34M 114,984 -264,196 -70%
NA
110
NewEdge Advisors
Louisiana
$4.15M 109,821 +49,652 +83%
FFG
111
Fullen Financial Group
Ohio
$4.1M 111,573 +150 +0.1%
SFG
112
StrategIQ Financial Group
Indiana
$4.05M 107,257 +1,156 +1%
SGWM
113
Sterling Group Wealth Management
California
$4.03M 106,620 -35,196 -25%
SCA
114
Snowden Capital Advisors
New York
$3.97M 104,998 +18,493 +21%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$3.85M 101,816 -82,039 -45%
AFA
116
AllGen Financial Advisors
Florida
$3.76M 99,553 +4,966 +5%
SFP
117
Strategic Financial Planning
Texas
$3.7M 97,967 -206 -0.2%
Citadel Advisors
118
Citadel Advisors
Florida
$3.66M 96,838 +58,986 +156%
6F
119
626 Financial
Michigan
$3.63M 96,183 +26,238 +38%
WSWA
120
Warren Street Wealth Advisors
California
$3.62M 95,737 +4,363 +5%
MFA
121
Millington Financial Advisors
Illinois
$3.57M 94,469 +32 +0%
B
122
Bensler
Washington
$3.54M 93,653 +805 +0.9%
IA
123
IFP Advisors
Florida
$3.41M 105,739 -208,323 -66%
HA
124
Hofer & Associates
California
$3.4M 92,000 -365 -0.4%
MHWM
125
Montz Harcus Wealth Management
Louisiana
$3.35M 88,774 +2,770 +3%
3 4
5
6 7