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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
126
Baltimore-Washington Financial Advisors
Maryland
$2.09M -$268K -7,444 -11%
CWM
127
Cornerstone Wealth Management
Missouri
$2.08M -$7.45K -207 -0.4%
GM
128
GeoWealth Management
Illinois
$2.07M +$577K +16,054 +39%
CW
129
CreativeOne Wealth
Kansas
$2.06M -$10.2M -284,602 -83%
TCM
130
Towercrest Capital Management
Pennsylvania
$2.05M +$6.66K +185 +0.3%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$1.94M -$194K -5,388 -9%
RCA
132
Resonant Capital Advisors
Wisconsin
$1.87M +$893K +24,835 +91%
SAM
133
Securian Asset Management
Minnesota
$1.86M +$57.6K +1,600 +3%
KAM
134
Knightsbridge Asset Management
California
$1.8M +$513K +14,273 +40%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.79M -$60.3K -1,676 -3%
RCM
136
Raleigh Capital Management
North Carolina
$1.78M +$276K +7,657 +18%
AFP
137
Ausdal Financial Partners
Iowa
$1.74M +$791K +21,980 +83%
SPWM
138
Straight Path Wealth Management
Michigan
$1.74M +$1.26K +35 +0.1%
AWMG
139
Alliance Wealth Management Group
New Jersey
$1.74M +$7.02K +195 +0.4%
PC
140
Pecaut & Co
Iowa
$1.72M +$112K +3,110 +7%
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$1.71M -$1.26M -35,128 -42%
ARC
142
Advisor Resource Council
Texas
$1.71M +$1.71M +47,547 New
SW
143
SkyOak Wealth
Michigan
$1.71M +$600K +16,667 +54%
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
$1.69M +$9.43K +253 +0.6%
SB
145
Strategic Blueprint
Georgia
$1.69M -$3.71K -103 -0.2%
AFS
146
Annapolis Financial Services
Maryland
$1.66M +$1.55K +43 +0.1%
GIA
147
Gladstone Institutional Advisory
Florida
$1.65M +$1.32M +36,832 +410%
AG
148
Ascent Group
Virginia
$1.61M -$938K -23,686 -37%
GSC
149
G&S Capital
Colorado
$1.61M +$85.9K +2,387 +6%
SFI
150
SPC Financial Inc
Maryland
$1.6M -$934K -25,964 -37%
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