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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
HI
2
Horizon Investments
North Carolina
$117M
3
EMPI
3
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
2
Bank of America
North Carolina
$298M
3
FA
3
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$236K
5
GWP
5
Gateway Wealth Partners
Wisconsin
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$11.3M 267,597 +37,720 +16%
PAS
102
Park Avenue Securities
New York
$11M 261,946 +6,809 +3%
ACA
103
Aspire Capital Advisors
Washington
$10.7M 253,968 -3,549 -1%
NSAM
104
North Star Asset Management
Wisconsin
$10.7M 252,493 +19,716 +8%
WCM
105
Windsor Capital Management
Arizona
$10.5M 247,981 +1,755 +0.7%
GWM
106
Geneos Wealth Management
Colorado
$10.4M 245,773 +16,587 +7%
AAS
107
Annex Advisory Services
Wisconsin
$10.2M 241,296 -150,373 -38%
WA
108
WBH Advisory
Maryland
$10.2M 240,949 -15,397 -6%
FHA
109
Flagship Harbor Advisors
Massachusetts
$10.1M 239,223 +11,835 +5%
FSWA
110
Financial Synergies Wealth Advisors
Texas
$10M 270,561 -12,883 -5%
WCG
111
Wall Capital Group
Arizona
$9.97M 236,443 +97,471 +70%
WC
112
Wexford Capital
Florida
$9.91M 235,000 +235,000 New
GRP
113
Global Retirement Partners
California
$9.79M 243,303 +35,294 +17%
Goldman Sachs
114
Goldman Sachs
New York
$9.59M 227,331 +76,110 +50%
FZCM
115
Flynn Zito Capital Management
New York
$9.57M 226,956 -2,628 -1%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$9.51M 225,371 +7,617 +3%
DADC
117
D.A. Davidson & Co
Montana
$9.15M 217,040 +50,304 +30%
PI
118
Pachira Investments
California
$9.07M 214,970 -2,457 -1%
AF
119
Allworth Financial
California
$8.63M 204,654 -111,233 -35%
LFG
120
Larson Financial Group
Missouri
$8.47M 200,837 +6,482 +3%
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.31M 76,787 +1,843 +2%
SA
122
Scarborough Advisors
Maryland
$8.22M 194,794 +27,418 +16%
JFA
123
JNBA Financial Advisors
Minnesota
$8.2M 194,300 +31,526 +19%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$8.13M 192,733 +147,969 +331%
AC
125
ASB Consultores
Florida
$8.13M 192,712 +192,712 New
3 4
5
6 7