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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$507M
2
MFG
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
Citadel Advisors
Florida
$44.5M
4
LPL Financial
LPL Financial
California
$315M
5
State Street
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$632K
2
GC
Grimes & Company
Massachusetts
$3.44M
3
CWM
Congress Wealth Management
Massachusetts
$4.33M
4
FWM
Frontier Wealth Management
Missouri
$4.47M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
176
Valicenti Advisory Services
New York
$1.19M +$30.1K +838 +3%
PWA
177
PCG Wealth Advisors
Kansas
$1.17M +$64.5K +1,794 +6%
BCM
178
Brookstone Capital Management
Illinois
$1.08M -$2.69M -73,743 -71%
SWA
179
Sightline Wealth Advisors
Connecticut
$1.07M +$136K +3,793 +15%
TFA
180
TPG Financial Advisors
Oregon
$1.06M +$13K +361 +1%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$1.04M -$50.2K -1,395 -5%
TWM
182
Trinity Wealth Management
Pennsylvania
$1.03M +$44.7K +1,241 +5%
SFG
183
Sovereign Financial Group
Connecticut
$1.02M – – –
RWM
184
Reston Wealth Management
Virginia
$990K +$990K +27,511 New
LC
185
Legacy CG
Texas
$986K +$228K +6,325 +30%
BSW
186
Buckingham Strategic Wealth
Missouri
$985K +$54.9K +1,526 +6%
CAG
187
Csenge Advisory Group
Florida
$982K +$281K +7,815 +40%
AF
188
Aldebaran Financial
$980K -$46.3K -1,296 -5%
AWS
189
Atria Wealth Solutions
New York
$946K +$641K +17,809 +210%
SWM
190
Seaside Wealth Management
California
$946K +$946K +23,830 New
TF
191
TRH Financial
Iowa
$941K -$336K -9,332 -26%
CA
192
Claro Advisors
Massachusetts
$922K +$224K +6,224 +32%
SSW
193
Stone Summit Wealth
Florida
$919K +$153K +4,253 +20%
MWM
194
Modera Wealth Management
New Jersey
$916K -$192K -5,352 -17%
OWA
195
Opal Wealth Advisors
New York
$895K +$51.4K +1,430 +6%
UCFA
196
United Capital Financial Advisors
Texas
$891K -$22.1K -613 -2%
FPWM
197
FSB Premier Wealth Management
Iowa
$886K -$17.2K -478 -2%
QWM
198
QP Wealth Management
New Jersey
$866K -$63.1K -1,755 -7%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$857K -$25.4K -707 -3%
MFT
200
Moisand Fitzgerald Tamayo
Florida
$853K +$241K +6,698 +39%
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