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SPDR Portfolio S&P 600 Small Cap ETF
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Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
126
Grimes & Company
Massachusetts
$3.34M 88,490 -2,527 -3%
Goldman Sachs
127
Goldman Sachs
New York
$3.32M 87,954 +48,143 +121%
Deutsche Bank
128
Deutsche Bank
Germany
$3.29M 87,203 -7,714 -8%
SFS
129
Security Financial Services
Indiana
$3.25M 86,112 -20,480 -19%
OIA
130
OneDigital Investment Advisors
Kansas
$3.25M 86,084 +16,219 +23%
MHS
131
M Holdings Securities
Oregon
$3.19M 84,461 -6,082 -7%
RCA
132
Resonant Capital Advisors
Wisconsin
$3.16M 83,655 +4,278 +5%
KAM
133
Knightsbridge Asset Management
California
$3.13M 82,973 +1,823 +2%
RA
134
RFG Advisory
Alabama
$3.09M 81,802 +544 +0.7%
KAS
135
Kestra Advisory Services
Texas
$3.07M 81,322 -69,801 -46%
GM
136
GeoWealth Management
Illinois
$3.06M 80,982 +46,885 +138%
LFA
137
Legend Financial Advisors
Pennsylvania
$3.04M 80,562 +2,113 +3%
WWA
138
WCG Wealth Advisors
Nevada
$3.02M 79,923 +1,999 +3%
EDRIA
139
Edmonds Duncan Registered Investment Advisors
Kansas
$2.96M 78,298 +1,322 +2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$2.94M 77,837 -27,844 -26%
PIA
141
Perennial Investment Advisors
California
$2.92M 77,302 +77,302 New
CRI
142
Colonial River Investments
Virginia
$2.89M 76,544 -19,749 -21%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$2.85M 75,392 +29,204 +63%
IWP
144
IAG Wealth Partners
Wisconsin
$2.75M 72,883 -2,394 -3%
BFG
145
Barber Financial Group
Kansas
$2.58M 68,291 +1,054 +2%
AFP
146
Ausdal Financial Partners
Iowa
$2.57M 68,104 +11,269 +20%
WAM
147
WNY Asset Management
New York
$2.56M 67,855 +10,580 +18%
VFM
148
Valley Financial Management
New York
$2.55M 67,509 +67,509 New
PIMG
149
Patriot Investment Management Group
Tennessee
$2.42M 64,045 +64,045 New
CWM
150
Cornerstone Wealth Management
Missouri
$2.37M 62,736 +62,736 New
4 5
6
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