SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
176
Penobscot Wealth Management
Maine
$1.68M 44,473 +469 +1%
GSIS
177
Global Strategic Investment Solutions
Arizona
$1.68M 44,349 -729,387 -94%
CGA
178
Crescent Grove Advisors
Illinois
$1.65M 43,783 +351 +0.8%
TFA
179
Transamerica Financial Advisors
Florida
$1.65M 43,604 +17,187 +65%
TDWM
180
Topel & Distasi Wealth Management
California
$1.64M 43,394 +43,394 New
VWM
181
Venturi Wealth Management
Texas
$1.64M 43,300 +2,300 +6%
DI
182
DDFG Inc
California
$1.62M 42,884 -41,163 -49%
CPW
183
Catalyst Private Wealth
California
$1.6M 42,480 +1,555 +4%
SB
184
Strategic Blueprint
Georgia
$1.56M 41,359 -2,609 -6%
Two Sigma Advisers
185
Two Sigma Advisers
New York
$1.53M 40,400 +40,400 New
SWA
186
Stratos Wealth Advisors
Ohio
$1.51M 39,981 -5,741 -13%
CWA
187
Clarus Wealth Advisors
Arizona
$1.51M 41,003 -590 -1%
BCG
188
Breakwater Capital Group
New Jersey
$1.5M 39,707 +17,493 +79%
AWM
189
Axxcess Wealth Management
California
$1.48M 39,119 +31,653 +424%
PWA
190
PCG Wealth Advisors
Kansas
$1.45M 38,452 +3,381 +10%
CGFA
191
Colton Groome Financial Advisors
North Carolina
$1.45M 38,288 +13,681 +56%
BWFA
192
Baltimore-Washington Financial Advisors
Maryland
$1.41M 37,447 -1,512 -4%
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$1.38M 36,425 -1,082 -3%
SC
194
Savant Capital
Illinois
$1.37M 36,395 -1,633 -4%
SWA
195
Sightline Wealth Advisors
Connecticut
$1.37M 36,266 +1,243 +4%
PTC
196
Private Trust Company
Ohio
$1.36M 36,123 +8,842 +32%
OPS
197
Orion Portfolio Solutions
Nebraska
$1.36M 36,077 +12,237 +51%
BCI
198
Brinker Capital Investments
Pennsylvania
$1.36M 36,077 +19,568 +119%
UWM
199
USAdvisors Wealth Management
Minnesota
$1.36M 35,983 -3,456 -9%
WCM
200
Wealthcare Capital Management
Virginia
$1.35M 35,626 +1,483 +4%
6 7
8
9 10