SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
Financial Engines Advisors
California
$635M
3
LPL Financial
LPL Financial
California
$400M
4
B
Bridgeworth
Alabama
$32.2M
5
AWA
Amplius Wealth Advisors
Pennsylvania
$26.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.1M
3
AAS
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Securian Asset Management
Minnesota
$1.48M -$584K -15,800 -28%
Goldman Sachs
177
Goldman Sachs
New York
$1.47M -$934K -25,272 -39%
EWM
178
Evermay Wealth Management
Virginia
$1.46M +$483K +13,061 +49%
UWM
179
USAdvisors Wealth Management
Minnesota
$1.46M +$961 +26 +0.1%
OWA
180
Outlook Wealth Advisors
Texas
$1.44M -$21.5K -582 -1%
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$1.44M -$718K -19,417 -33%
SC
182
Savant Capital
Illinois
$1.41M -$20.8K -562 -1%
Citadel Advisors
183
Citadel Advisors
Florida
$1.4M +$914K +24,736 +189%
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
$1.39M -$285K -7,719 -17%
SFS
185
Sowell Financial Services
Arkansas
$1.37M +$464K +12,556 +51%
CG
186
Colony Group
Massachusetts
$1.34M +$24.3K +657 +2%
PWA
187
PCG Wealth Advisors
Kansas
$1.3M -$1.28M -34,664 -50%
SWA
188
Sightline Wealth Advisors
Connecticut
$1.29M +$81.1K +2,195 +7%
PWG
189
Private Wealth Group
Florida
$1.27M -$29.4K -794 -2%
WCM
190
Wealthcare Capital Management
Virginia
$1.26M +$88.8K +2,402 +8%
GM
191
GeoWealth Management
Illinois
$1.26M -$593K -16,022 -32%
CFG
192
Cooper Financial Group
California
$1.26M +$14.4K +389 +1%
NL
193
Navalign LLC
California
$1.24M +$860K +23,264 +226%
Renaissance Technologies
194
Renaissance Technologies
New York
$1.24M +$673K +18,200 +119%
PCA
195
Prosperity Capital Advisors
Ohio
$1.22M +$1.22M +33,040 New
VAS
196
Valicenti Advisory Services
New York
$1.17M -$20.7K -559 -2%
LEFP
197
Leading Edge Financial Planning
Tennessee
$1.15M +$1.15M +31,138 New
CWM
198
Collaborative Wealth Management
Florida
$1.13M -$887 -24 -0.1%
KWM
199
Kingsview Wealth Management
Oregon
$1.12M +$813 +22 +0.1%
TWM
200
Trinity Wealth Management
Pennsylvania
$1.09M -$7.17K -194 -0.7%
6 7
8
9 10