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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Diversify Wealth Management
Utah
$7.24M +$7.24M +173,159 New
VAMG
127
Voisard Asset Management Group
Michigan
$7.19M +$307K +7,400 +4%
AAS
128
Annex Advisory Services
Wisconsin
$7.18M -$296K -7,124 -4%
MHWM
129
Montz Harcus Wealth Management
Louisiana
$7.15M +$517K +12,460 +8%
KAM
130
Kensington Asset Management
Texas
$7.1M -$716K -17,236 -9%
LS
131
Liquid Strategies
Georgia
$7.1M -$716K -17,236 -9%
WCFA
132
Walkner Condon Financial Advisors
Wisconsin
$7.07M +$87.8K +2,113 +1%
IPW
133
Impact Partnership Wealth
Georgia
$6.95M +$1.05M +25,397 +18%
AWE
134
Avidian Wealth Enterprises
Texas
$6.9M +$308K +7,412 +5%
PA
135
PSI Advisors
Florida
$6.79M +$544K +13,099 +9%
LGW
136
Leslie Global Wealth
Illinois
$6.59M +$6.59M +158,665 New
MOS
137
MGO One Seven
Ohio
$6.53M +$6.26M +150,658 +2,274%
BCP
138
Berkeley Capital Partners
Georgia
$6.48M -$115K -2,775 -2%
GIA
139
Gladstone Institutional Advisory
Florida
$6.35M +$757K +18,239 +14%
AMG
140
Asset Management Group
Connecticut
$6.15M -$5.57K -134 -0.1%
EWM
141
Evermay Wealth Management
Virginia
$6.12M +$1.45M +35,021 +31%
GP
142
Girard Partners
Pennsylvania
$6.07M +$464K +11,180 +8%
AAS
143
Avantax Advisory Services
Texas
$5.94M -$17.7K -426 -0.3%
PIA
144
Perennial Investment Advisors
California
$5.81M +$39K +938 +0.7%
S
145
Syntrinsic
Colorado
$5.73M +$72.4K +1,745 +1%
RA
146
RFG Advisory
Alabama
$5.72M -$1.34M -32,253 -19%
OWA
147
Octavia Wealth Advisors
Ohio
$5.7M +$1.33M +31,936 +30%
IPA
148
Investment Planning Advisors
Georgia
$5.64M +$5.64M +135,887 New
Bank of New York Mellon
149
Bank of New York Mellon
New York
$5.62M -$73.8K -1,776 -1%
IWMA
150
Ironwood Wealth Management (Arizona)
Arizona
$5.37M +$226K +5,431 +4%
4 5
6
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