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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$1.59M +$319K +8,870 +25%
WMG
152
WESCAP Management Group
California
$1.57M +$222K +6,183 +17%
FFG
153
Ford Financial Group
California
$1.56M +$766K +21,278 +97%
DWM
154
Dakota Wealth Management
Florida
$1.52M +$402K +11,170 +36%
APA
155
American Portfolios Advisors
New York
$1.5M +$185K +5,143 +14%
OWA
156
Outlook Wealth Advisors
Texas
$1.46M -$69.5K -1,930 -5%
CAM
157
Cresset Asset Management
Illinois
$1.45M +$1.45M +40,291 New
ACP
158
Aveo Capital Partners
Colorado
$1.45M +$462K +12,831 +47%
5L
159
55I LLC
Massachusetts
$1.44M -$2.37M -65,801 -62%
SC
160
Savant Capital
Illinois
$1.43M -$53.8K -1,494 -4%
UWM
161
USAdvisors Wealth Management
Minnesota
$1.42M +$35.7K +993 +3%
IFPG
162
Intrepid Financial Planning Group
Indiana
$1.42M +$1.42M +39,462 New
CWA
163
Clarus Wealth Advisors
Arizona
$1.4M -$58.2K -1,615 -4%
SFS
164
Security Financial Services
Indiana
$1.36M -$2.48M -68,895 -65%
Comerica Bank
165
Comerica Bank
Texas
$1.35M -$699K -18,608 -34%
BFA
166
Brown Financial Advisory
Alabama
$1.3M -$32.9K -914 -2%
PWM
167
Penobscot Wealth Management
Maine
$1.28M -$91.6K -2,545 -7%
CG
168
Colony Group
Massachusetts
$1.28M -$188K -5,225 -13%
AWM
169
Axxcess Wealth Management
California
$1.26M +$619K +17,205 +97%
V
170
Veritable
Delaware
$1.26M +$110K +3,050 +10%
CA
171
Continuum Advisory
Idaho
$1.25M -$51.2K -1,424 -4%
CWM
172
Collaborative Wealth Management
Florida
$1.22M +$1.22M +33,920 New
CFG
173
Cooper Financial Group
California
$1.22M +$77.9K +2,165 +7%
WCM
174
Wealthcare Capital Management
Virginia
$1.2M -$35K -973 -3%
KWM
175
Kingsview Wealth Management
Oregon
$1.19M +$363K +10,083 +44%
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