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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
3
Savant Capital
Illinois
$39.2M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
5
LPL Financial
California
$746M

Top Sellers

1
EMPI
1
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
2
Mariner
Kansas
$18.7M
3
Ameriprise
3
Ameriprise
Minnesota
$229M
4
APW
4
Austin Private Wealth
Texas
$13.3M
5
Bank of America
5
Bank of America
North Carolina
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
BS
101
Banco Santander
Spain
$10.7M 257,772 +18,077 +8%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$10.6M 255,257 +11,659 +5%
MWM
103
Modern Wealth Management
Kansas
$10.6M 254,840 +198,378 +351%
AF
104
Allworth Financial
California
$10.4M 233,940 +9,903 +4%
OC
105
Oarsman Capital
Wisconsin
$10.3M 248,867 +23,023 +10%
UAS
106
United Asset Strategies
New York
$10.3M 247,667 -178,350 -42%
HWP
107
Hibernia Wealth Partners
Louisiana
$10.1M 242,448 +109,746 +83%
MML Investors Services
108
MML Investors Services
Massachusetts
$9.95M 239,593 -173,812 -42%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$9.8M 236,067 -125,671 -35%
ACA
110
Aspire Capital Advisors
Washington
$9.54M 229,599 +8,052 +4%
BW
111
Bison Wealth
Georgia
$8.64M 200,692 – –
KIM
112
Kestra Investment Management
Texas
$8.43M 202,985 +202,985 New
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$8.31M 200,000 +200,000 New
PI
114
Pachira Investments
California
$8.28M 199,362 -1,333 -0.7%
CWM
115
Cahaba Wealth Management
Georgia
$8.21M 197,670 +9,137 +5%
ODIJL
116
One Day In July LLC
Vermont
$7.96M 191,658 +100,672 +111%
SIAP
117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.94M 74,446 -1,388 -2%
ACM
118
AlphaStar Capital Management
North Carolina
$7.9M 190,119 +14,267 +8%
PWG
119
Private Wealth Group
Florida
$7.57M 182,224 -299 -0.2%
DADC
120
D.A. Davidson & Co
Montana
$7.56M 182,108 +5,101 +3%
Goldman Sachs
121
Goldman Sachs
New York
$7.52M 180,959 -71,101 -28%
LFG
122
Larson Financial Group
Missouri
$7.38M 177,756 -7,355 -4%
AO
123
Advisor OS
Illinois
$7.33M 176,579 +5,805 +3%
1WM
124
1900 Wealth Management
Texas
$7.29M 175,649 -28,894 -14%
NA
125
NewEdge Advisors
Louisiana
$7.26M 174,707 +31,966 +22%
3 4
5
6 7