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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
126
SPC Financial Inc
Maryland
$2.97M -$417K -9,916 -12%
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$2.92M +$153K +3,430 +6%
6F
128
626 Financial
Michigan
$2.92M -$198K -4,696 -6%
RA
129
RFG Advisory
Alabama
$2.87M +$129K +3,072 +5%
Goldman Sachs
130
Goldman Sachs
New York
$2.72M +$1.04M +24,774 +62%
AG
131
Ascent Group
Virginia
$2.71M +$975K +23,177 +56%
GF
132
Goodman Financial
Texas
$2.5M -$10.3K -246 -0.4%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$2.49M +$2.49M +59,287 New
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$2.46M +$2.11M +50,059 +590%
CWM
135
Cornerstone Wealth Management
Missouri
$2.44M -$2.3M -54,599 -49%
TCM
136
Towercrest Capital Management
Pennsylvania
$2.39M -$47.5K -1,129 -2%
Comerica Bank
137
Comerica Bank
Texas
$2.29M +$1.95M +46,441 +581%
WWM
138
Western Wealth Management
Colorado
$2.2M -$569K -13,516 -21%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$2.17M -$373K -8,873 -15%
SAM
140
Securian Asset Management
Minnesota
$2.11M – – –
SPWM
141
Straight Path Wealth Management
Michigan
$2.03M +$227K +5,408 +13%
AWMG
142
Alliance Wealth Management Group
New Jersey
$2.02M -$55.5K -1,318 -3%
SB
143
Strategic Blueprint
Georgia
$1.98M +$7.15K +170 +0.4%
AFS
144
Annapolis Financial Services
Maryland
$1.94M +$631 +15 +0%
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$1.9M +$16.1K +383 +0.9%
PC
146
Pecaut & Co
Iowa
$1.88M +$274K +6,525 +17%
MFG
147
Merit Financial Group
Georgia
$1.87M -$1.38M -32,915 -43%
OWA
148
Outlook Wealth Advisors
Texas
$1.79M -$22.8K -542 -1%
GSC
149
G&S Capital
Colorado
$1.78M +$64.5K +1,532 +4%
RCM
150
Raleigh Capital Management
North Carolina
$1.76M +$462K +10,985 +36%
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