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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
$887M
2
CM
Cercano Management
Washington
$66M
3
Betterment LLC
Betterment LLC
New York
$704M
4
EWM
Elevatus Welath Management
New York
$32.6M
5
4WM
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
151
WrapManager Inc
California
$7.09M +$1.79M +39,338 +34%
AMG
152
Asset Management Group
Connecticut
$6.72M -$15K -330 -0.2%
AAS
153
Avantax Advisory Services
Texas
$6.56M +$51.2K +1,125 +0.8%
SAW
154
Signal Advisors Wealth
Michigan
$6.49M +$6.49M +142,558 New
FWM
155
Foguth Wealth Management
Michigan
$6.4M +$2.22M +49,765 +53%
TIM
156
Tortoise Investment Management
New York
$6.36M +$2.13M +46,899 +51%
RA
157
RFG Advisory
Alabama
$6.28M +$12.9K +283 +0.2%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$6.21M +$4.34M +95,402 +233%
S
159
Syntrinsic
Colorado
$6.11M -$175K -3,846 -3%
MA
160
MJP Associates
Connecticut
$6.01M +$419K +9,204 +7%
SA
161
Scarborough Advisors
Maryland
$6.01M +$134K +2,954 +2%
SWP
162
Strategic Wealth Partners
Ohio
$5.87M -$1.64K -36 -0%
IWMA
163
Ironwood Wealth Management (Arizona)
Arizona
$5.86M -$23.7K -520 -0.4%
ECM
164
Exchange Capital Management
Michigan
$5.83M +$1.34M +29,541 +30%
CWM
165
Cornerstone Wealth Management
Missouri
$5.69M +$320K +7,037 +6%
IPA
166
Investment Planning Advisors
Georgia
$5.64M – – –
Baird Financial Group
167
Baird Financial Group
Wisconsin
$5.59M +$132K +2,903 +2%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$5.47M -$688K -15,123 -11%
VCM
169
Vivaldi Capital Management
Illinois
$5.37M -$155K -3,407 -3%
MWM
170
Merriman Wealth Management
Washington
$5.36M -$192K -4,212 -3%
MFA
171
Millington Financial Advisors
Illinois
$5.26M +$587K +12,901 +13%
WSWA
172
Warren Street Wealth Advisors
California
$5.19M +$203K +4,453 +4%
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$5.13M – – –
JWCA
174
J.W. Cole Advisors
Florida
$5.13M +$1.13M +24,745 +28%
LSAG
175
Lake Street Advisors Group
New Hampshire
$5.11M +$137 +3 +0%
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