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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
151
Warren Street Wealth Advisors
California
$3.79M +$75K +1,931 +2%
HA
152
Hofer & Associates
California
$3.78M +$208K +5,349 +6%
PWA
153
PCG Wealth Advisors
Kansas
$3.75M +$2.25M +58,055 +151%
SFS
154
Security Financial Services
Indiana
$3.74M +$391K +10,059 +12%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$3.71M +$785K +20,220 +27%
HVIA
156
Hudson Valley Investment Advisors
New York
$3.64M +$2.77M +71,255 +316%
MFA
157
Millington Financial Advisors
Illinois
$3.55M -$124K -3,185 -3%
GC
158
Grimes & Company
Massachusetts
$3.47M +$37.4K +962 +1%
AWS
159
Atria Wealth Solutions
New York
$3.45M +$1.08M +27,686 +45%
B
160
Bensler
Washington
$3.42M -$220K -5,672 -6%
AFG
161
Affinia Financial Group
Massachusetts
$3.4M +$3.4M +84,079 New
RCA
162
Resonant Capital Advisors
Wisconsin
$3.34M +$91.2K +2,347 +3%
MUAMU
163
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.32M +$3.32M +85,585 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$3.32M +$3.32M +85,434 New
SWM
165
SigFig Wealth Management
California
$3.27M +$3.27M +84,190 New
CAM
166
Cresset Asset Management
Illinois
$3.26M +$1.14M +29,294 +54%
RA
167
RFG Advisory
Alabama
$3.24M +$65.3K +1,680 +2%
ACA
168
Affinity Capital Advisors
California
$3.22M +$3.22M +82,879 New
EDRIA
169
Edmonds Duncan Registered Investment Advisors
Kansas
$3.21M +$167K +4,302 +5%
IWP
170
IAG Wealth Partners
Wisconsin
$3.18M +$346K +8,913 +12%
WWA
171
WCG Wealth Advisors
Nevada
$3.15M +$47.4K +1,221 +2%
LFA
172
Legend Financial Advisors
Pennsylvania
$3.13M +$3.96K +102 +0.1%
Cerity Partners
173
Cerity Partners
New York
$3.08M +$2.61M +67,194 +553%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$3.07M +$48.4K +1,247 +2%
Deutsche Bank
175
Deutsche Bank
Germany
$3.06M -$327K -8,420 -10%
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