SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
Paulson Wealth Management
Illinois
$3.39M +$592K +16,036 +21%
MUAMU
177
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.34M +$185K +5,000 +6%
IA
178
IFP Advisors
Florida
$3.3M +$1.48M +40,127 +81%
BBA
179
Braun-Bostich & Associates
Pennsylvania
$3.26M +$3.26M +88,304 New
RCA
180
Resonant Capital Advisors
Wisconsin
$3.21M +$38.5K +1,043 +1%
EDRIA
181
Edmonds Duncan Registered Investment Advisors
Kansas
$3.2M +$152K +4,115 +5%
B
182
Bensler
Washington
$3.19M -$52.5K -1,422 -2%
GC
183
Grimes & Company
Massachusetts
$3.17M -$131K -3,549 -4%
CAM
184
Cresset Asset Management
Illinois
$3.17M +$75.4K +2,044 +2%
TFA
185
TPG Financial Advisors
Oregon
$3.16M -$2.95M -79,884 -48%
WWA
186
WCG Wealth Advisors
Nevada
$3.15M +$115K +3,080 +4%
SWM
187
SigFig Wealth Management
California
$3.14M +$29.6K +801 +1%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$3.12M -$30.8K -834 -1%
MHS
189
M Holdings Securities
Oregon
$3.01M +$2.69M +72,984 +844%
LFA
190
Legend Financial Advisors
Pennsylvania
$2.99M +$9.45K +256 +0.3%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$2.96M +$359K +9,733 +14%
MA
192
MJP Associates
Connecticut
$2.9M +$239K +6,481 +9%
Deutsche Bank
193
Deutsche Bank
Germany
$2.86M -$44K -1,192 -2%
DWM
194
Denver Wealth Management
Colorado
$2.85M +$415K +11,249 +17%
IWP
195
IAG Wealth Partners
Wisconsin
$2.81M -$204K -5,527 -7%
GSIAS
196
Garden State Investment Advisory Services
New Jersey
$2.81M -$39.3K -1,064 -1%
Two Sigma Advisers
197
Two Sigma Advisers
New York
$2.72M +$2.72M +73,600 New
AFP
198
Ausdal Financial Partners
Iowa
$2.71M -$2.25K -61 -0.1%
WAM
199
WNY Asset Management
New York
$2.71M -$1.07K -29 -0%
ACA
200
Affinity Capital Advisors
California
$2.69M -$365K -9,884 -12%
6 7
8
9 10