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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$4.59M -$40.1K -1,087 -0.9%
Jane Street
152
Jane Street
New York
$4.54M +$4.54M +122,944 New
VCM
153
Vivaldi Capital Management
Illinois
$4.44M -$37.3K -1,011 -0.8%
PFO
154
Pathstone Family Office
New Jersey
$4.26M +$4.26M +115,332 New
OC
155
Oarsman Capital
Wisconsin
$4.22M +$448K +12,129 +12%
FCI
156
Financial Counselors Inc
Kansas
$4.13M +$5.46K +148 +0.1%
SFG
157
StrategIQ Financial Group
Indiana
$4.12M +$81.9K +2,219 +2%
GWSG
158
GPS Wealth Strategies Group
Colorado
$4.1M -$7.09K -192 -0.2%
SGWM
159
Sterling Group Wealth Management
California
$4.03M +$45.8K +1,240 +1%
AFA
160
AllGen Financial Advisors
Florida
$3.99M +$70.6K +1,912 +2%
SCA
161
Snowden Capital Advisors
New York
$3.88M -$56.5K -1,531 -1%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$3.87M +$2.84M +76,836 +273%
RA
163
RFG Advisory
Alabama
$3.76M +$683K +18,504 +22%
SFS
164
Security Financial Services
Indiana
$3.74M +$189K +5,129 +5%
NA
165
NewEdge Advisors
Louisiana
$3.73M -$597K -16,167 -14%
AWS
166
Atria Wealth Solutions
New York
$3.68M +$407K +11,019 +12%
WSWA
167
Warren Street Wealth Advisors
California
$3.63M +$24.5K +664 +0.7%
HA
168
Hofer & Associates
California
$3.62M +$31.4K +852 +0.9%
Cerity Partners
169
Cerity Partners
New York
$3.62M +$693K +18,771 +24%
SFP
170
Strategic Financial Planning
Texas
$3.56M -$50.4K -1,367 -1%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$3.47M -$58.5K -1,584 -2%
HI
172
Harbour Investments
Wisconsin
$3.47M +$1.17M +31,804 +51%
PWA
173
PCG Wealth Advisors
Kansas
$3.46M -$97.2K -2,634 -3%
MFA
174
Millington Financial Advisors
Illinois
$3.45M +$82.2K +2,228 +2%
HVIA
175
Hudson Valley Investment Advisors
New York
$3.42M -$42.7K -1,158 -1%
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