SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
176
TRUADVICE
Florida
$1.27M +$658K +16,847 +108%
TFA
177
TPG Financial Advisors
Oregon
$1.23M +$34.7K +824 +3%
AF
178
Aldebaran Financial
$1.21M +$1.01M +23,900 +496%
SFG
179
Sovereign Financial Group
Connecticut
$1.19M +$596K +14,162 +100%
RCA
180
Resonant Capital Advisors
Wisconsin
$1.16M +$1.16M +27,232 New
TWM
181
Trinity Wealth Management
Pennsylvania
$1.15M +$54.7K +1,300 +5%
ACP
182
Aveo Capital Partners
Colorado
$1.15M -$61.6K -1,465 -5%
NFP
183
Narus Financial Partners
Utah
$1.12M +$1.12M +26,570 New
AFP
184
Ausdal Financial Partners
Iowa
$1.12M -$4.16M -98,946 -79%
SWA
185
Sightline Wealth Advisors
Connecticut
$1.09M -$166K -3,937 -13%
BSW
186
Buckingham Strategic Wealth
Missouri
$1.09M – – –
QWM
187
QP Wealth Management
New Jersey
$1.09M -$55.5K -1,319 -5%
UCFA
188
United Capital Financial Advisors
Texas
$1.07M -$34.3K -816 -3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$354K -8,407 -25%
MI
190
Moneywise Inc
Virginia
$1.04M -$17K -404 -2%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$1.03M -$2M -47,611 -66%
BC
192
Brio Consultants
California
$1.02M -$26.9K -640 -3%
SFP
193
Shepherd Financial Partners
Massachusetts
$1.02M +$1.02M +24,307 New
FPWM
194
FSB Premier Wealth Management
Iowa
$1M -$15.3K -385 -2%
OWA
195
Opal Wealth Advisors
New York
$986K +$393K +9,352 +66%
SEI Investments
196
SEI Investments
Pennsylvania
$980K -$8.76K -208 -0.9%
ACK
197
Andrew C. Karlinski
$977K +$352K +8,365 +56%
KWM
198
Kingsview Wealth Management
Oregon
$969K -$147K -3,501 -13%
MFA
199
McClarren Financial Advisors
Pennsylvania
$966K -$12.8K -305 -1%
WAS
200
Wealth Advisory Solutions
Indiana
$947K +$947K +22,507 New
6 7
8
9 10