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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
126
M Holdings Securities
Oregon
$3.35M -$68.6K -1,856 -2%
RWA
127
Rooted Wealth Advisors
Illinois
$3.29M +$3.29M +89,073 New
SCA
128
Snowden Capital Advisors
New York
$3.2M -$289K -7,808 -8%
MHWM
129
Montz Harcus Wealth Management
Louisiana
$3.18M +$11.5K +311 +0.4%
DI
130
DDFG Inc
California
$3.11M +$3.11M +84,047 New
KAM
131
Knightsbridge Asset Management
California
$3M +$116K +3,131 +4%
RCA
132
Resonant Capital Advisors
Wisconsin
$2.93M +$586K +15,848 +25%
LFA
133
Legend Financial Advisors
Pennsylvania
$2.9M +$2.9M +78,449 New
WWA
134
WCG Wealth Advisors
Nevada
$2.88M +$117K +3,156 +4%
EDRIA
135
Edmonds Duncan Registered Investment Advisors
Kansas
$2.85M -$23.4K -632 -0.8%
IWP
136
IAG Wealth Partners
Wisconsin
$2.78M -$154K -4,154 -5%
WWM
137
Western Wealth Management
Colorado
$2.76M -$1.78M -48,210 -39%
FFG
138
Ford Financial Group
California
$2.76M -$17.6K -475 -0.6%
CPO
139
Cerity Partners OCIO
New York
$2.62M +$382K +10,332 +17%
6F
140
626 Financial
Michigan
$2.59M +$53.1K +1,437 +2%
OIA
141
OneDigital Investment Advisors
Kansas
$2.58M +$1.61M +43,544 +165%
BFG
142
Barber Financial Group
Kansas
$2.49M -$352K -9,528 -12%
EFS
143
Econ Financial Services
Pennsylvania
$2.4M -$241K -6,519 -9%
NC
144
NovaPoint Capital
Georgia
$2.37M +$130K +3,527 +6%
GF
145
Goodman Financial
Texas
$2.27M -$5.29K -143 -0.2%
Comerica Bank
146
Comerica Bank
Texas
$2.23M +$273K +6,927 +14%
PC
147
Pecaut & Co
Iowa
$2.21M +$188K +5,077 +9%
EFL
148
ERn Financial LLC
Wisconsin
$2.2M -$167K -4,523 -7%
TCM
149
Towercrest Capital Management
Pennsylvania
$2.13M -$57.7K -1,560 -3%
WAM
150
WNY Asset Management
New York
$2.12M +$2.12M +57,275 New
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