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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Berkshire Asset Management
Pennsylvania
$8.54M 231,459 +15,130 +7%
SWP
102
Stratos Wealth Partners
Ohio
$8.48M 229,877 +25,136 +12%
FZCM
103
Flynn Zito Capital Management
New York
$8.47M 229,584 +4,644 +2%
GWM
104
Geneos Wealth Management
Colorado
$8.46M 229,186 +14,341 +7%
FHA
105
Flagship Harbor Advisors
Massachusetts
$8.39M 227,388 -13,516 -6%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$8.04M 217,754 -21,647 -9%
PI
107
Pachira Investments
California
$8.02M 217,427 -3,900 -2%
APC
108
Aspire Private Capital
North Carolina
$7.92M 214,581 +114,525 +114%
AO
109
Advisor OS
Illinois
$7.59M 205,664 +13,290 +7%
WMS
110
Wealth Management Solutions
Pennsylvania
$7.55M 204,647 -2,788 -1%
WWM
111
Western Wealth Management
Colorado
$7.53M 204,128 +13,126 +7%
IAIM
112
International Assets Investment Management
Florida
$7.49M 104,951 +104,951 New
GRP
113
Global Retirement Partners
California
$7.46M 208,009 -1,805 -0.9%
LFG
114
Larson Financial Group
Missouri
$7.17M 194,355 -4,815 -2%
SIAP
115
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.07M 74,944 -600 -0.8%
SMF
116
Sterling Manor Financial
New York
$6.86M 185,780 +185,780 New
FI
117
Financial Insights
Washington
$6.69M 192,328 +192,328 New
S
118
Syntrinsic
Colorado
$6.48M 175,808 +175,808 New
PWG
119
Private Wealth Group
Florida
$6.44M 174,624 +76,294 +78%
CWM
120
Cahaba Wealth Management
Georgia
$6.43M 174,168 +2,758 +2%
SIAS
121
Summit Investment Advisory Services
Minnesota
$6.38M 172,920 +7,021 +4%
1WM
122
1900 Wealth Management
Texas
$6.27M 169,945 +4,088 +2%
WI
123
WrapManager Inc
California
$6.26M 169,726 +8,054 +5%
AWM
124
Avior Wealth Management
Nebraska
$6.25M 169,257 +13,020 +8%
SA
125
Scarborough Advisors
Maryland
$6.18M 167,376 +41,939 +33%
3 4
5
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