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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$6.96M +$687K +15,299 +11%
PIA
152
Perennial Investment Advisors
California
$6.9M -$143K -3,175 -2%
ECM
153
Exchange Capital Management
Michigan
$6.89M +$1.13M +25,118 +20%
HC
154
Headland Capital
South Carolina
$6.86M +$6.86M +152,816 New
RWM
155
RKL Wealth Management
Pennsylvania
$6.82M +$5.8M +129,190 +571%
1WM
156
1900 Wealth Management
Texas
$6.69M -$909K -20,239 -12%
AMG
157
Asset Management Group
Connecticut
$6.67M +$38.7K +862 +0.6%
DWM
158
Diversify Wealth Management
Utah
$6.66M -$1.16M -26,352 -15%
MUAMU
159
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.41M +$2.34M +52,000 +57%
AAS
160
Avantax Advisory Services
Texas
$6.36M -$119K -2,659 -2%
LGW
161
Leslie Global Wealth
Illinois
$6.35M -$831K -18,509 -12%
BCM
162
Beck Capital Management
Texas
$6.35M +$3.45M +76,848 +119%
SFC
163
Strategic Financial Concepts
Texas
$6.22M +$2.31M +51,436 +59%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$6.2M +$3.86M +85,996 +166%
MA
165
MJP Associates
Connecticut
$6.13M +$193K +4,294 +3%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$6.12M -$7.05K -157 -0.1%
RA
167
RFG Advisory
Alabama
$6M -$198K -4,403 -3%
CWM
168
Cornerstone Wealth Management
Missouri
$5.96M +$345K +7,688 +6%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$5.92M +$402K +8,952 +7%
MFA
170
Millington Financial Advisors
Illinois
$5.81M +$547K +12,005 +10%
MIM
171
Morningstar Investment Management
Illinois
$5.73M +$5.73M +127,586 New
B
172
Bensler
Washington
$5.72M +$794K +17,671 +16%
IAS
173
IMA Advisory Services
Colorado
$5.65M +$5.65M +125,850 New
VCM
174
Vivaldi Capital Management
Illinois
$5.49M +$16.6K +357 +0.3%
FCI
175
Financial Counselors Inc
Kansas
$5.49M +$726K +16,153 +15%
5 6
7
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