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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
176
Garden State Investment Advisory Services
New Jersey
$3M +$3M +77,194 New
VAS
177
Vestmark Advisory Solutions
Massachusetts
$2.96M +$2.96M +76,173 New
AWA
178
Arete Wealth Advisors
Illinois
$2.95M -$4.5M -115,794 -60%
PWM
179
Paulson Wealth Management
Illinois
$2.95M +$2.95M +75,918 New
IA
180
IFG Advisors
Missouri
$2.92M +$2.92M +75,189 New
NFC
181
Northeast Financial Consultants
Connecticut
$2.87M +$2.87M +73,997 New
AFP
182
Ausdal Financial Partners
Iowa
$2.86M +$210K +5,414 +8%
WAM
183
WNY Asset Management
New York
$2.85M +$215K +5,541 +8%
PSFG
184
Prairie Sky Financial Group
Illinois
$2.83M +$2.83M +72,988 New
CWM
185
Cornerstone Wealth Management
Missouri
$2.82M +$384K +9,882 +16%
BCG
186
Breakwater Capital Group
New Jersey
$2.81M +$1.27M +32,747 +82%
MA
187
MJP Associates
Connecticut
$2.8M -$3.05M -78,583 -52%
PC
188
Pecaut & Co
Iowa
$2.77M +$392K +10,104 +16%
CW
189
CreativeOne Wealth
Kansas
$2.76M +$712K +18,328 +35%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$2.74M +$2.32M +59,630 +553%
CRI
191
Colonial River Investments
Virginia
$2.73M -$246K -6,341 -8%
FFA
192
Founders Financial Alliance
North Carolina
$2.62M +$2.56M +65,878 +4,002%
PIA
193
Perennial Investment Advisors
California
$2.58M -$422K -10,872 -14%
GM
194
GeoWealth Management
Illinois
$2.58M -$570K -14,671 -18%
DWM
195
Denver Wealth Management
Colorado
$2.56M +$2.56M +65,884 New
EFL
196
ERn Financial LLC
Wisconsin
$2.47M +$120K +3,082 +5%
HI
197
Harbour Investments
Wisconsin
$2.41M +$2.16M +55,739 +874%
GF
198
Goodman Financial
Texas
$2.4M +$25.4K +653 +1%
NC
199
NovaPoint Capital
Georgia
$2.33M -$27.8K -715 -1%
WC
200
Westwind Capital
New Mexico
$2.31M +$2.31M +59,498 New
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