SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAS
126
Summit Investment Advisory Services
Minnesota
$7.95M 184,635 +5,763 +3%
PWG
127
Private Wealth Group
Florida
$7.86M 182,523 +8,543 +5%
AAS
128
Annex Advisory Services
Wisconsin
$7.74M 179,914 -61,382 -25%
DADC
129
D.A. Davidson & Co
Montana
$7.62M 177,007 -40,033 -18%
ACM
130
AlphaStar Capital Management
North Carolina
$7.57M 175,852 +14,392 +9%
AO
131
Advisor OS
Illinois
$7.35M 170,774 +59,972 +54%
RA
132
RFG Advisory
Alabama
$7.32M 169,961 +64,167 +61%
WCFA
133
Walkner Condon Financial Advisors
Wisconsin
$7.23M 168,072 +19,701 +13%
VAMG
134
Voisard Asset Management Group
Michigan
$7.13M 165,623 +5,906 +4%
MHWM
135
Montz Harcus Wealth Management
Louisiana
$6.87M 159,672 +12,002 +8%
BCP
136
Berkeley Capital Partners
Georgia
$6.83M 158,724 +158,724 New
AWE
137
Avidian Wealth Enterprises
Texas
$6.83M 158,721 +23,030 +17%
PA
138
PSI Advisors
Florida
$6.47M 150,426 -16,269 -10%
APC
139
Aspire Private Capital
North Carolina
$6.47M 150,345 -17,124 -10%
AMG
140
Asset Management Group
Connecticut
$6.38M 148,122 +368 +0.2%
AAS
141
Avantax Advisory Services
Texas
$6.18M 143,536 +8,025 +6%
NA
142
NewEdge Advisors
Louisiana
$6.14M 142,741 +6,862 +5%
IPW
143
Impact Partnership Wealth
Georgia
$6.11M 141,895 -5,258 -4%
AFWM
144
Abich Financial Wealth Management
Virginia
$6M 139,514 +47,058 +51%
PIA
145
Perennial Investment Advisors
California
$5.98M 138,905 +77,095 +125%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$5.9M 137,122 -488,512 -78%
S
147
Syntrinsic
Colorado
$5.87M 136,471 +28 +0%
GP
148
Girard Partners
Pennsylvania
$5.81M 135,057 +135,057 New
GIA
149
Gladstone Institutional Advisory
Florida
$5.8M 134,727 +9,216 +7%
HWP
150
Hibernia Wealth Partners
Louisiana
$5.71M 132,702 -15,059 -10%
4 5
6
7 8