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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
151
Alliance Wealth Management Group
New Jersey
$1.71M +$69K +2,026 +4%
GM
152
GeoWealth Management
Illinois
$1.71M -$259K -7,617 -13%
SW
153
SkyOak Wealth
Michigan
$1.67M +$50.5K +1,482 +3%
TVAMP
154
Tennessee Valley Asset Management Partners
Tennessee
$1.66M +$1.4M +41,133 +545%
AG
155
Ascent Group
Virginia
$1.65M +$96.4K +2,525 +6%
SPWM
156
Straight Path Wealth Management
Michigan
$1.64M -$5.79K -170 -0.4%
GSC
157
G&S Capital
Colorado
$1.6M +$79.1K +2,323 +5%
SFI
158
SPC Financial Inc
Maryland
$1.58M +$60.5K +1,777 +4%
AFS
159
Annapolis Financial Services
Maryland
$1.57M +$1.4K +41 +0.1%
AWS
160
Atria Wealth Solutions
New York
$1.54M +$649K +19,046 +72%
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$1.54M -$5.45K -160 -0.4%
APA
162
American Portfolios Advisors
New York
$1.53M +$103K +3,031 +7%
SB
163
Strategic Blueprint
Georgia
$1.52M -$79.7K -2,339 -5%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$1.51M -$2.97M -87,303 -66%
CPIG
165
Chicago Partners Investment Group
Illinois
$1.38M +$816K +21,578 +145%
CPW
166
Catalyst Private Wealth
California
$1.36M +$1.36M +39,939 New
OWA
167
Outlook Wealth Advisors
Texas
$1.35M -$32K -940 -2%
IFPG
168
Intrepid Financial Planning Group
Indiana
$1.34M -$954 -28 -0.1%
UWM
169
USAdvisors Wealth Management
Minnesota
$1.34M -$4.5K -132 -0.3%
PWM
170
Penobscot Wealth Management
Maine
$1.34M +$126K +3,696 +10%
CWA
171
Clarus Wealth Advisors
Arizona
$1.33M -$31.1K -892 -2%
SC
172
Savant Capital
Illinois
$1.31M -$34.2K -1,005 -3%
CGA
173
Crescent Grove Advisors
Illinois
$1.27M +$1.02M +30,026 +421%
CG
174
Colony Group
Massachusetts
$1.22M +$8.04K +236 +0.7%
PWG
175
Private Wealth Group
Florida
$1.19M -$1.66M -48,775 -58%
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