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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$9.62M -$22.5K -501 -0.2%
FWM
127
Foguth Wealth Management
Michigan
$9.47M +$2.8M +60,172 +42%
DADC
128
D.A. Davidson & Co
Montana
$9.18M -$1.05M -23,299 -10%
TFA
129
TPG Financial Advisors
Oregon
$9.1M +$4.9M +109,064 +117%
SWP
130
Stratos Wealth Partners
Ohio
$8.93M -$6.73M -149,714 -43%
PI
131
Pachira Investments
California
$8.8M -$56.6K -1,260 -0.6%
CWM
132
Cahaba Wealth Management
Georgia
$8.74M -$117K -2,594 -1%
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.6M +$76.2K +661 +0.9%
MHWM
134
Montz Harcus Wealth Management
Louisiana
$8.4M +$307K +6,842 +4%
MIS
135
Morningstar Investment Services
Illinois
$8.33M -$45.2M -1,006,861 -84%
MOS
136
MGO One Seven
Ohio
$8.19M +$1.04M +23,054 +14%
PWG
137
Private Wealth Group
Florida
$8.18M +$205K +4,556 +3%
Goldman Sachs
138
Goldman Sachs
New York
$8.07M -$1.39M -30,932 -15%
WI
139
WrapManager Inc
California
$7.93M +$935K +20,805 +13%
FI
140
Financial Insights
Washington
$7.91M -$804K -17,903 -9%
OWA
141
Octavia Wealth Advisors
Ohio
$7.71M +$416K +9,270 +6%
PA
142
PSI Advisors
Florida
$7.58M +$149K +3,316 +2%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$7.56M -$3.59M -80,000 -32%
BCP
144
Berkeley Capital Partners
Georgia
$7.41M +$282K +6,283 +4%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$7.37M +$181K +4,022 +3%
IPA
146
Investment Planning Advisors
Georgia
$7.33M +$1.23M +27,363 +20%
FTUS
147
Flow Traders U.S.
New York
$7.32M +$7.32M +162,881 New
GIA
148
Gladstone Institutional Advisory
Florida
$7.31M +$199K +4,439 +3%
AAS
149
Annex Advisory Services
Wisconsin
$7.27M -$299K -6,655 -4%
LFG
150
Larson Financial Group
Missouri
$7.16M -$418K -9,316 -6%
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