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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
101
OneAscent Financial Services
Alabama
$12.9M +$12.9M +286,910 New
PAS
102
Park Avenue Securities
New York
$12.6M +$228K +5,078 +2%
WWM
103
Western Wealth Management
Colorado
$12.6M -$402K -8,956 -3%
APW
104
Austin Private Wealth
Texas
$12.5M -$874K -19,452 -7%
AF
105
Allworth Financial
California
$12.2M +$1.14M +24,656 +10%
UAS
106
United Asset Strategies
New York
$12.1M +$857K +19,073 +8%
IPW
107
Impact Partnership Wealth
Georgia
$11.8M +$730K +16,244 +7%
MWM
108
Modern Wealth Management
Kansas
$11.8M +$245K +5,454 +2%
MML Investors Services
109
MML Investors Services
Massachusetts
$11.7M +$699K +15,568 +6%
WCM
110
Windsor Capital Management
Arizona
$11.6M -$63.4K -1,411 -0.5%
VFA
111
Valeo Financial Advisors
Indiana
$11.5M -$599K -13,327 -5%
TMWM
112
Taylor & Morgan Wealth Management
Michigan
$11.5M -$994K -22,134 -8%
KW
113
KWB Wealth
California
$11.5M -$930K -20,434 -8%
PFA
114
Pure Financial Advisors
California
$11.2M -$344K -7,649 -3%
RW
115
RVW Wealth
California
$11.2M -$364K -8,094 -3%
CAAM
116
Cornerstone Advisors Asset Management
Pennsylvania
$11.2M +$1.25M +27,792 +13%
EWM
117
Evermay Wealth Management
Virginia
$11.1M +$2.04M +45,492 +23%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$11.1M -$711K -15,838 -6%
ACM
119
AlphaStar Capital Management
North Carolina
$10.9M +$1.1M +24,422 +11%
ACA
120
Aspire Capital Advisors
Washington
$10.9M +$393K +8,746 +4%
SAW
121
Signal Advisors Wealth
Michigan
$10.8M +$4.41M +98,149 +69%
NSAM
122
North Star Asset Management
Wisconsin
$10.8M -$2.05M -45,617 -16%
KAS
123
Kestra Advisory Services
Texas
$10.6M +$1.95M +43,438 +23%
UF
124
Univest Financial
Pennsylvania
$9.97M +$2.23M +49,723 +29%
AO
125
Advisor OS
Illinois
$9.76M +$1.11M +24,793 +13%
3 4
5
6 7