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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
$887M
2
CM
Cercano Management
Washington
$66M
3
Betterment LLC
Betterment LLC
New York
$704M
4
EWM
Elevatus Welath Management
New York
$32.6M
5
4WM
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$9.08M -$44.5K -992 -0.5%
PI
127
Pachira Investments
California
$8.98M -$96.2K -2,113 -1%
CWM
128
Cahaba Wealth Management
Georgia
$8.97M -$26.9K -592 -0.3%
FI
129
Financial Insights
Washington
$8.83M -$3.13M -68,767 -26%
KAS
130
Kestra Advisory Services
Texas
$8.78M -$2.96M -64,978 -25%
AO
131
Advisor OS
Illinois
$8.76M +$726K +15,947 +9%
BW
132
Bison Wealth
Georgia
$8.7M -$437K -9,594 -5%
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.65M -$54.6K -467 -0.6%
MHWM
134
Montz Harcus Wealth Management
Louisiana
$8.2M +$362K +7,952 +5%
PWG
135
Private Wealth Group
Florida
$8.08M -$210K -4,610 -3%
VAMG
136
Voisard Asset Management Group
Michigan
$8.02M +$143K +3,151 +2%
KAM
137
Kensington Asset Management
Texas
$7.93M +$348K +7,860 +5%
DWM
138
Diversify Wealth Management
Utah
$7.91M +$188K +4,205 +2%
UF
139
Univest Financial
Pennsylvania
$7.84M +$7.84M +172,190 New
1WM
140
1900 Wealth Management
Texas
$7.7M -$292K -6,415 -4%
LFG
141
Larson Financial Group
Missouri
$7.67M -$416K -9,132 -5%
AAS
142
Annex Advisory Services
Wisconsin
$7.67M -$191K -4,199 -2%
PA
143
PSI Advisors
Florida
$7.53M +$91.3K +2,007 +1%
OWA
144
Octavia Wealth Advisors
Ohio
$7.39M +$1.14M +25,004 +18%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$7.28M -$459K -10,083 -6%
LGW
146
Leslie Global Wealth
Illinois
$7.28M +$58.4K +1,283 +0.8%
MOS
147
MGO One Seven
Ohio
$7.25M +$93.4K +2,052 +1%
BCP
148
Berkeley Capital Partners
Georgia
$7.22M +$121K +2,650 +2%
GIA
149
Gladstone Institutional Advisory
Florida
$7.2M +$242K +5,321 +3%
PIA
150
Perennial Investment Advisors
California
$7.14M +$775K +17,030 +12%
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