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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.53M 75,544 -319 -0.4%
AO
102
Advisor OS
Illinois
$7.47M 192,374 +57,505 +43%
WWM
103
Western Wealth Management
Colorado
$7.42M 191,002 +67,098 +54%
HPC
104
HM Payson & Co
Maine
$7.27M 187,286 +204 +0.1%
DADC
105
D.A. Davidson & Co
Montana
$7.2M 185,430 +161,344 +670%
PIMG
106
Patriot Investment Management Group
Tennessee
$7.15M 184,173 +120,128 +188%
PAS
107
Park Avenue Securities
New York
$6.8M 175,031 +14,990 +9%
CWM
108
Cahaba Wealth Management
Georgia
$6.66M 171,410 +8,804 +5%
IWMA
109
Ironwood Wealth Management (Arizona)
Arizona
$6.57M 169,167 +153,218 +961%
SIAS
110
Summit Investment Advisory Services
Minnesota
$6.44M 165,899 +6,569 +4%
1WM
111
1900 Wealth Management
Texas
$6.44M 165,857 +165,857 New
TFA
112
TPG Financial Advisors
Oregon
$6.43M 165,555 +11,073 +7%
ACM
113
AlphaStar Capital Management
North Carolina
$6.42M 165,218 -168,653 -51%
WI
114
WrapManager Inc
California
$6.28M 161,672 +5,130 +3%
AWM
115
Avior Wealth Management
Nebraska
$6.07M 156,237 +3,054 +2%
AMG
116
Asset Management Group
Connecticut
$5.88M 151,402 +151,402 New
AWM
117
AE Wealth Management
Kansas
$5.82M 149,881 +22,247 +17%
VFM
118
Valley Financial Management
New York
$5.82M 149,771 +82,262 +122%
JFA
119
JNBA Financial Advisors
Minnesota
$5.67M 145,927 +19,575 +15%
FAIM
120
Financial Advocates Investment Management
Washington
$5.65M 145,416 +84,993 +141%
MHWM
121
Montz Harcus Wealth Management
Louisiana
$5.56M 143,056 +54,282 +61%
AC
122
AIFG Consultants
New York
$5.55M 142,812 +3,478 +2%
WCG
123
Wall Capital Group
Arizona
$5.49M 138,585 +138,585 New
TCFP
124
Treasure Coast Financial Planning
Florida
$5.27M 135,798 +9,828 +8%
6F
125
626 Financial
Michigan
$5.14M 132,394 +36,211 +38%
3 4
5
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