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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$5.67M +$260K +6,170 +5%
FFS
152
Founders Financial Securities
Maryland
$5.6M +$5.6M +132,857 New
SWP
153
Strategic Wealth Partners
Ohio
$5.42M +$40.8K +968 +0.8%
IWMA
154
Ironwood Wealth Management (Arizona)
Arizona
$5.33M -$132K -3,134 -2%
JSW
155
Journey Strategic Wealth
New Jersey
$5.32M – – –
GM
156
GeoWealth Management
Illinois
$5.3M -$265K -6,291 -5%
GIA
157
Gladstone Institutional Advisory
Florida
$5.29M +$51.8K +1,228 +1%
W
158
Wealthquest
Ohio
$5.23M -$297K -7,030 -5%
EWM
159
Evermay Wealth Management
Virginia
$5.12M +$2.08M +49,357 +69%
LSAG
160
Lake Street Advisors Group
New Hampshire
$5.12M +$4.39M +104,034 +602%
VCM
161
Vivaldi Capital Management
Illinois
$5.01M +$133K +3,281 +3%
PWM
162
Paulson Wealth Management
Illinois
$4.98M +$1.1M +26,015 +28%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$4.95M +$4.95M +117,323 New
FCI
164
Financial Counselors Inc
Kansas
$4.81M +$94K +2,229 +2%
DC
165
Destiny Capital
Colorado
$4.76M +$4.76M +112,947 New
SFG
166
StrategIQ Financial Group
Indiana
$4.71M -$7.13K -169 -0.2%
SGWM
167
Sterling Group Wealth Management
California
$4.7M +$94.2K +2,233 +2%
Jane Street
168
Jane Street
New York
$4.68M -$501K -11,873 -10%
AO
169
Advisor OS
Illinois
$4.67M -$4M -94,862 -46%
AFA
170
AllGen Financial Advisors
Florida
$4.61M +$43.6K +1,033 +1%
AWS
171
Atria Wealth Solutions
New York
$4.51M +$302K +7,152 +7%
AIM
172
Astor Investment Management
Illinois
$4.47M +$4.47M +105,948 New
RA
173
RFG Advisory
Alabama
$4.46M +$161K +3,808 +4%
SCA
174
Snowden Capital Advisors
New York
$4.39M -$36.8K -873 -0.8%
SFP
175
Strategic Financial Planning
Texas
$4.39M +$313K +7,428 +8%
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