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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
101
Park Avenue Securities
New York
$12.6M -$105K -2,300 -0.8%
VFA
102
Valeo Financial Advisors
Indiana
$12.3M -$1.92M -42,262 -14%
OC
103
Oarsman Capital
Wisconsin
$12.2M +$845K +18,564 +7%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$12M +$341K +7,485 +3%
WCM
105
Windsor Capital Management
Arizona
$11.8M +$50.3K +1,106 +0.4%
HWP
106
Hibernia Wealth Partners
Louisiana
$11.8M +$722K +15,870 +7%
PFA
107
Pure Financial Advisors
California
$11.7M -$436K -9,573 -4%
RW
108
RVW Wealth
California
$11.7M -$308K -6,770 -3%
MWM
109
Modern Wealth Management
Kansas
$11.7M +$59K +1,297 +0.5%
UAS
110
United Asset Strategies
New York
$11.4M +$105K +2,304 +0.9%
KW
111
KWB Wealth
California
$11.3M +$653K +15,726 +6%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$11.3M +$2.2M +48,400 +24%
MML Investors Services
113
MML Investors Services
Massachusetts
$11.2M +$276K +6,061 +3%
IPW
114
Impact Partnership Wealth
Georgia
$11.2M +$3.55M +78,073 +47%
AF
115
Allworth Financial
California
$10.8M +$165K +3,615 +2%
ACA
116
Aspire Capital Advisors
Washington
$10.6M +$153K +3,367 +1%
DADC
117
D.A. Davidson & Co
Montana
$10.4M +$2.07M +45,513 +25%
CAAM
118
Cornerstone Advisors Asset Management
Pennsylvania
$10.1M +$6.65M +146,140 +196%
BS
119
Banco Santander
Spain
$10M -$1.69M -37,060 -14%
ACM
120
AlphaStar Capital Management
North Carolina
$9.91M +$1.26M +27,620 +15%
SIAS
121
Summit Investment Advisory Services
Minnesota
$9.81M +$9.81M +215,557 New
NA
122
NewEdge Advisors
Louisiana
$9.77M +$1.82M +39,993 +23%
Goldman Sachs
123
Goldman Sachs
New York
$9.58M +$1.35M +29,607 +16%
EWM
124
Evermay Wealth Management
Virginia
$9.18M +$2.48M +54,472 +37%
LS
125
Liquid Strategies
Georgia
$9.14M +$1.36M +29,846 +17%
3 4
5
6 7