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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
W
126
Wealthquest
Ohio
$5.05M -$336K -8,647 -6%
DC
127
Destiny Capital
Colorado
$5M -$147K -3,772 -3%
AA
128
Advisory Alpha
Michigan
$4.99M +$82.3K +2,119 +2%
SWP
129
Strategic Wealth Partners
Ohio
$4.93M +$4.93M +126,882 New
JSW
130
Journey Strategic Wealth
New Jersey
$4.9M +$4.9M +126,032 New
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$4.88M +$94.5K +2,432 +2%
SA
132
Scarborough Advisors
Maryland
$4.87M +$147K +3,782 +3%
GIA
133
Gladstone Institutional Advisory
Florida
$4.87M -$195K -5,010 -4%
AAS
134
Avantax Advisory Services
Texas
$4.79M +$4.3M +110,599 +877%
VCM
135
Vivaldi Capital Management
Illinois
$4.71M -$436K -11,215 -8%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$4.63M +$4.1M +105,575 +772%
NA
137
NewEdge Advisors
Louisiana
$4.55M +$287K +7,390 +7%
V
138
Veritable
Delaware
$4.48M – – –
FCI
139
Financial Counselors Inc
Kansas
$4.34M +$4.34M +111,647 New
GWSG
140
GPS Wealth Strategies Group
Colorado
$4.32M -$1.23M -31,554 -22%
SFG
141
StrategIQ Financial Group
Indiana
$4.26M +$89.3K +2,300 +2%
SGWM
142
Sterling Group Wealth Management
California
$4.19M +$47.9K +1,232 +1%
SCA
143
Snowden Capital Advisors
New York
$4.14M +$60.6K +1,560 +1%
AFA
144
AllGen Financial Advisors
Florida
$4.13M +$261K +6,713 +7%
OC
145
Oarsman Capital
Wisconsin
$3.98M -$3.28M -84,469 -45%
APC
146
Aspire Private Capital
North Carolina
$3.89M -$2.02M -51,905 -34%
CA
147
Cetera Advisors
Colorado
$3.87M +$3.58M +92,210 +1,254%
PA
148
PSI Advisors
Florida
$3.86M -$1.89M -48,762 -33%
PWG
149
Private Wealth Group
Florida
$3.82M +$2.58M +66,354 +208%
SFP
150
Strategic Financial Planning
Texas
$3.8M -$155 -4 -0%
4 5
6
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