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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$2.34M 61,927 +9,522 +18%
PC
152
Pecaut & Co
Iowa
$2.31M 61,282 +1,471 +2%
GF
153
Goodman Financial
Texas
$2.31M 61,257 -144 -0.2%
AWS
154
Atria Wealth Solutions
New York
$2.31M 61,100 +8,891 +17%
NC
155
NovaPoint Capital
Georgia
$2.29M 60,752 -3,220 -5%
EFL
156
ERn Financial LLC
Wisconsin
$2.28M 60,489 +899 +2%
FAIM
157
Financial Advocates Investment Management
Washington
$2.28M 60,423 +51,256 +559%
TCM
158
Towercrest Capital Management
Pennsylvania
$2.14M 56,656 -1,004 -2%
SAM
159
Securian Asset Management
Minnesota
$2.14M 56,534 +16,500 +41%
WAS
160
Wealth Advisory Solutions
Indiana
$2.11M 55,852 +1,311 +2%
CAM
161
Cresset Asset Management
Illinois
$2.06M 54,541 – –
EWM
162
Evermay Wealth Management
Virginia
$2.01M 53,172 +13,691 +35%
RWA
163
Rooted Wealth Advisors
Illinois
$2.01M 53,959 -35,114 -39%
WMG
164
WESCAP Management Group
California
$2M 53,062 -848 -2%
CW
165
CreativeOne Wealth
Kansas
$1.99M 52,796 -191,012 -78%
MCC
166
Money Concepts Capital
Florida
$1.99M 210,134 +205,853 +4,809%
SW
167
SkyOak Wealth
Michigan
$1.96M 51,831 +1,274 +3%
SFI
168
SPC Financial Inc
Maryland
$1.96M 51,770 +2,693 +5%
GSC
169
G&S Capital
Colorado
$1.93M 50,980 +3,392 +7%
AG
170
Ascent Group
Virginia
$1.85M 48,969 +21,472 +78%
AWMG
171
Alliance Wealth Management Group
New Jersey
$1.84M 48,826 -307 -0.6%
KBFS
172
Kohmann Bosshard Financial Services
Ohio
$1.78M 47,020 -1,235 -3%
AFS
173
Annapolis Financial Services
Maryland
$1.74M 45,963 -203 -0.4%
IFPG
174
Intrepid Financial Planning Group
Indiana
$1.71M 45,250 -1,589 -3%
CPIG
175
Chicago Partners Investment Group
Illinois
$1.7M 45,796 +1,658 +4%
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