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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
151
GeoWealth Management
Illinois
$1.75M +$116K +2,750 +7%
SC
152
Savant Capital
Illinois
$1.73M -$90.8K -2,159 -5%
CG
153
Colony Group
Massachusetts
$1.71M -$42.7K -1,014 -2%
CWA
154
Clarus Wealth Advisors
Arizona
$1.64M +$77.2K +1,910 +5%
UWM
155
USAdvisors Wealth Management
Minnesota
$1.62M +$57.2K +1,360 +4%
PWM
156
Penobscot Wealth Management
Maine
$1.6M -$589K -14,004 -27%
WMG
157
WESCAP Management Group
California
$1.57M +$323K +7,669 +26%
BFA
158
Brown Financial Advisory
Alabama
$1.56M -$6.02K -143 -0.4%
APA
159
American Portfolios Advisors
New York
$1.54M +$909K +21,614 +143%
KAM
160
Knightsbridge Asset Management
California
$1.51M -$57.7K -1,371 -4%
TF
161
TRH Financial
Iowa
$1.49M -$1.34M -31,748 -47%
NA
162
NewEdge Advisors
Louisiana
$1.49M +$338K +8,025 +29%
LA
163
Latitude Advisors
Florida
$1.48M +$492K +11,690 +50%
WCM
164
Wealthcare Capital Management
Virginia
$1.45M +$169K +4,026 +13%
CA
165
Continuum Advisory
Idaho
$1.41M +$401K +10,341 +40%
VAS
166
Valicenti Advisory Services
New York
$1.36M +$111K +2,649 +9%
V
167
Veritable
Delaware
$1.34M – – –
CFG
168
Cooper Financial Group
California
$1.33M +$194K +4,614 +17%
BWM
169
BCGM Wealth Management
Indiana
$1.31M +$1.31M +33,636 New
DWM
170
Dakota Wealth Management
Florida
$1.3M +$357K +8,490 +38%
MWM
171
Modera Wealth Management
New Jersey
$1.3M -$43.6K -1,035 -3%
PWA
172
PCG Wealth Advisors
Kansas
$1.29M +$1.09M +26,003 +546%
SW
173
SkyOak Wealth
Michigan
$1.29M +$45.7K +1,086 +4%
Citadel Advisors
174
Citadel Advisors
Florida
$1.29M -$190K -4,523 -13%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.27M -$236K -5,616 -16%
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