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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$6.15M -$690K -18,694 -10%
ACM
127
AlphaStar Capital Management
North Carolina
$6.09M -$4.39K -119 -0.1%
JFA
128
JNBA Financial Advisors
Minnesota
$6.01M +$622K +16,847 +12%
HPC
129
HM Payson & Co
Maine
$5.95M -$958K -25,965 -14%
Goldman Sachs
130
Goldman Sachs
New York
$5.58M -$4.31M -116,792 -44%
DI
131
DFPG Investments
Utah
$5.56M +$4.93M +139,102 +783%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$5.54M +$1.14M +30,995 +26%
AMG
133
Asset Management Group
Connecticut
$5.5M -$83.1K -2,253 -1%
AAS
134
Avantax Advisory Services
Texas
$5.29M +$748K +20,278 +16%
AC
135
AIFG Consultants
New York
$5.11M -$162K -4,398 -3%
FAIM
136
Financial Advocates Investment Management
Washington
$5.09M -$274K -7,430 -5%
MHWM
137
Montz Harcus Wealth Management
Louisiana
$5.08M -$204K -5,516 -4%
WCG
138
Wall Capital Group
Arizona
$5.02M +$14K +387 +0.3%
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
$4.87M +$230K +6,223 +5%
GM
140
GeoWealth Management
Illinois
$4.87M +$2.42M +65,554 +99%
W
141
Wealthquest
Ohio
$4.84M +$44K +1,193 +0.9%
IWMA
142
Ironwood Wealth Management (Arizona)
Arizona
$4.78M -$1.46M -39,682 -23%
6F
143
626 Financial
Michigan
$4.78M -$109K -2,963 -2%
PA
144
PSI Advisors
Florida
$4.75M +$1.08M +29,265 +29%
AA
145
Advisory Alpha
Michigan
$4.74M -$2.21K -60 -0%
CA
146
Cetera Advisors
Colorado
$4.72M +$1.04M +28,272 +28%
SWP
147
Strategic Wealth Partners
Ohio
$4.71M +$25.9K +703 +0.6%
AWE
148
Avidian Wealth Enterprises
Texas
$4.68M +$4.68M +126,834 New
JSW
149
Journey Strategic Wealth
New Jersey
$4.65M – – –
DCS
150
Destiny Capital Securities
Colorado
$4.62M +$4.62M +125,290 New
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6
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