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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMF
126
Sterling Manor Financial
New York
$8M +$162K +3,833 +2%
OC
127
Oarsman Capital
Wisconsin
$7.96M +$3.13M +74,191 +65%
FAIM
128
Financial Advocates Investment Management
Washington
$7.86M +$2.04M +48,423 +35%
CWM
129
Cahaba Wealth Management
Georgia
$7.81M +$464K +10,999 +6%
SIAS
130
Summit Investment Advisory Services
Minnesota
$7.54M +$251K +5,952 +3%
PWG
131
Private Wealth Group
Florida
$7.34M -$27.2K -644 -0.4%
APC
132
Aspire Private Capital
North Carolina
$7.06M -$1.99M -47,112 -22%
PA
133
PSI Advisors
Florida
$7.03M +$1.6M +38,005 +30%
WI
134
WrapManager Inc
California
$6.97M -$186K -4,420 -3%
DI
135
DFPG Investments
Utah
$6.81M +$408K +9,985 +6%
ACM
136
AlphaStar Capital Management
North Carolina
$6.81M -$153K -3,639 -2%
HPC
137
HM Payson & Co
Maine
$6.81M +$5.53K +131 +0.1%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$6.77M +$2.34M +55,501 +53%
VAMG
139
Voisard Asset Management Group
Michigan
$6.74M +$6.74M +159,717 New
TI
140
Tidal Investments
Wisconsin
$6.62M +$6.62M +156,905 New
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$6.26M +$691K +16,377 +12%
HWP
142
Hibernia Wealth Partners
Louisiana
$6.23M +$3.26M +77,261 +110%
AMG
143
Asset Management Group
Connecticut
$6.23M -$58.8K -1,395 -0.9%
MHWM
144
Montz Harcus Wealth Management
Louisiana
$6.23M +$427K +10,130 +7%
IPW
145
Impact Partnership Wealth
Georgia
$6.21M +$6.2M +147,067 +171,008%
CA
146
Cetera Advisors
Colorado
$5.81M +$421K +9,989 +8%
S
147
Syntrinsic
Colorado
$5.75M -$1.66M -39,365 -22%
AWE
148
Avidian Wealth Enterprises
Texas
$5.72M +$374K +8,857 +7%
NA
149
NewEdge Advisors
Louisiana
$5.72M +$1.47M +34,835 +34%
AAS
150
Avantax Advisory Services
Texas
$5.72M -$336K -7,970 -6%
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