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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
151
Ausdal Financial Partners
Iowa
$2.1M +$108K +2,929 +5%
WAS
152
Wealth Advisory Solutions
Indiana
$2.02M +$24.3K +657 +1%
WMG
153
WESCAP Management Group
California
$1.99M +$51.9K +1,405 +3%
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$1.94M +$1.45M +39,259 +299%
AWS
155
Atria Wealth Solutions
New York
$1.93M +$254K +6,875 +15%
OAP
156
One Advisory Partners
Kansas
$1.91M +$24.3K +657 +1%
SW
157
SkyOak Wealth
Michigan
$1.87M +$61.7K +1,670 +3%
CPIG
158
Chicago Partners Investment Group
Illinois
$1.83M +$318K +7,664 +21%
AWMG
159
Alliance Wealth Management Group
New Jersey
$1.82M -$42.3K -1,143 -2%
SFI
160
SPC Financial Inc
Maryland
$1.81M +$103K +2,773 +6%
KBFS
161
Kohmann Bosshard Financial Services
Ohio
$1.78M -$275K -7,449 -13%
GSC
162
G&S Capital
Colorado
$1.76M +$18.7K +505 +1%
IFPG
163
Intrepid Financial Planning Group
Indiana
$1.73M +$274K +7,405 +19%
AFS
164
Annapolis Financial Services
Maryland
$1.71M +$1.44K +39 +0.1%
SWA
165
Stratos Wealth Advisors
Ohio
$1.69M -$317K -8,565 -16%
APC
166
Aspire Private Capital
North Carolina
$1.67M -$2.31M -62,575 -58%
CI
167
CX Institutional
Indiana
$1.65M -$3.27M -88,331 -66%
PWM
168
Penobscot Wealth Management
Maine
$1.63M +$177K +4,790 +12%
SB
169
Strategic Blueprint
Georgia
$1.63M -$22K -595 -1%
CGA
170
Crescent Grove Advisors
Illinois
$1.61M +$232K +6,275 +17%
CWA
171
Clarus Wealth Advisors
Arizona
$1.6M +$137K +3,579 +9%
Royal Bank of Canada
172
Royal Bank of Canada
Ontario, Canada
$1.54M +$732K +19,823 +91%
DA
173
Detalus Advisors
Missouri
$1.52M +$496K +13,418 +48%
VWM
174
Venturi Wealth Management
Texas
$1.52M +$407K +11,000 +37%
CPW
175
Catalyst Private Wealth
California
$1.51M +$36.5K +986 +2%
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