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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WBH Advisory
Maryland
$11.2M 260,091 +19,142 +8%
WWM
102
Western Wealth Management
Colorado
$11.2M 259,996 -8,072 -3%
WCM
103
Windsor Capital Management
Arizona
$10.9M 252,125 +4,144 +2%
Goldman Sachs
104
Goldman Sachs
New York
$10.8M 252,060 +24,729 +11%
FI
105
Financial Insights
Washington
$10.8M 251,517 -24,251 -9%
GRP
106
Global Retirement Partners
California
$10.6M 246,506 +3,203 +1%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$10.5M 243,598 +50,865 +26%
FZCM
108
Flynn Zito Capital Management
New York
$10.4M 241,213 +14,257 +6%
BS
109
Banco Santander
Spain
$10.3M 239,695 -171,245 -42%
KAS
110
Kestra Advisory Services
Texas
$10M 232,876 -223,108 -49%
OC
111
Oarsman Capital
Wisconsin
$9.72M 225,844 +37,160 +20%
AF
112
Allworth Financial
California
$9.64M 224,037 +19,383 +9%
FAIM
113
Financial Advocates Investment Management
Washington
$9.57M 222,325 +35,916 +19%
ACA
114
Aspire Capital Advisors
Washington
$9.54M 221,547 -32,421 -13%
1WM
115
1900 Wealth Management
Texas
$8.8M 204,543 -136,700 -40%
PI
116
Pachira Investments
California
$8.64M 200,695 -14,275 -7%
BW
117
Bison Wealth
Georgia
$8.64M 200,692 +200,692 New
SA
118
Scarborough Advisors
Maryland
$8.5M 197,388 +2,594 +1%
SIAP
119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.38M 75,834 -953 -1%
DAS
120
Diversify Advisory Services
Utah
$8.15M 191,338 +191,338 New
CWM
121
Cahaba Wealth Management
Georgia
$8.11M 188,533 +3,366 +2%
KAM
122
Kensington Asset Management
Texas
$8.1M 188,201 +188,201 New
LS
123
Liquid Strategies
Georgia
$8.1M 188,201 +188,201 New
SMF
124
Sterling Manor Financial
New York
$8.04M 186,778 -2,835 -1%
LFG
125
Larson Financial Group
Missouri
$7.97M 185,111 -15,726 -8%
3 4
5
6 7