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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$24.8M
3
GI
Gradient Investments
Minnesota
+$21.6M
4
Ameriprise
Ameriprise
Minnesota
+$9.34M
5
GVAG
Great Valley Advisor Group
Delaware
+$8.65M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$41.7M
3
State Street
State Street
Massachusetts
-$18.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$18M
5
AssetMark Inc
AssetMark Inc
California
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$1.19M -$646K -18,965 -35%
SWA
177
Sightline Wealth Advisors
Connecticut
$1.15M +$106K +3,044 +10%
CFG
178
Cooper Financial Group
California
$1.15M -$8.79K -258 -0.8%
VAS
179
Valicenti Advisory Services
New York
$1.1M -$31.5K -925 -3%
V
180
Veritable
Delaware
$1.09M -$104K -3,050 -9%
WCM
181
Wealthcare Capital Management
Virginia
$1.08M -$55.7K -1,636 -5%
SS
182
Simplicity Solutions
Minnesota
$1.05M -$3.68M -108,064 -78%
CWM
183
Collaborative Wealth Management
Florida
$1.04M -$115K -3,372 -10%
KWM
184
Kingsview Wealth Management
Oregon
$1.03M -$98.4K -2,888 -9%
CA
185
Continuum Advisory
Idaho
$1.02M -$163K -4,781 -14%
VWM
186
Venturi Wealth Management
Texas
$1.02M +$1.02M +30,000 New
TWM
187
Trinity Wealth Management
Pennsylvania
$1.01M +$33.8K +991 +3%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$972K -$9.19K -270 -0.9%
RWM
189
Reston Wealth Management
Virginia
$947K +$9.81K +288 +1%
AF
190
Aldebaran Financial
$946K +$1.69K +49 +0.2%
DA
191
Detalus Advisors
Missouri
$946K +$717K +21,049 +312%
SFG
192
Sovereign Financial Group
Connecticut
$935K -$30.4K -893 -3%
BFA
193
Brown Financial Advisory
Alabama
$932K -$302K -8,874 -24%
CA
194
Claro Advisors
Massachusetts
$922K – – –
SSW
195
Stone Summit Wealth
Florida
$921K +$50K +1,466 +6%
BSW
196
Buckingham Strategic Wealth
Missouri
$919K -$12.9K -379 -1%
EWM
197
Evermay Wealth Management
Virginia
$900K +$227K +6,663 +34%
BCM
198
Brookstone Capital Management
Illinois
$899K -$134K -3,844 -13%
OIA
199
OneDigital Investment Advisors
Kansas
$897K +$404K +11,862 +82%
OWA
200
Opal Wealth Advisors
New York
$895K +$47.8K +1,403 +6%
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