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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
176
Warren Street Wealth Advisors
California
$4.31M +$162K +3,840 +4%
CWM
177
Cornerstone Wealth Management
Missouri
$4.3M +$1.3M +30,926 +43%
HSWS
178
Higgins & Schmidt Wealth Strategies
Colorado
$4.3M +$4.3M +101,883 New
ARC
179
Advisor Resource Council
Texas
$4.21M +$4.21M +99,925 New
Baird Financial Group
180
Baird Financial Group
Wisconsin
$4.2M +$627K +14,863 +18%
MFA
181
Millington Financial Advisors
Illinois
$4.17M +$228K +5,398 +6%
HA
182
Hofer & Associates
California
$4.15M +$8.14K +193 +0.2%
HI
183
Harbour Investments
Wisconsin
$4.13M +$173K +4,093 +4%
Cerity Partners
184
Cerity Partners
New York
$4.1M -$35.6K -843 -0.9%
RCA
185
Resonant Capital Advisors
Wisconsin
$3.92M +$250K +5,916 +7%
B
186
Bensler
Washington
$3.91M +$255K +6,042 +7%
AFWM
187
Abich Financial Wealth Management
Virginia
$3.9M +$3.9M +92,456 New
EDRIA
188
Edmonds Duncan Registered Investment Advisors
Kansas
$3.86M +$204K +4,833 +6%
MUAMU
189
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.82M – – –
DWM
190
Denver Wealth Management
Colorado
$3.8M +$545K +12,921 +17%
6F
191
626 Financial
Michigan
$3.8M -$1.66M -39,406 -30%
WWA
192
WCG Wealth Advisors
Nevada
$3.75M +$193K +4,586 +5%
HVIA
193
Hudson Valley Investment Advisors
New York
$3.73M -$99.1K -2,399 -3%
SC
194
Syon Capital
California
$3.65M +$1.73M +41,101 +90%
BBA
195
Braun-Bostich & Associates
Pennsylvania
$3.63M -$96.2K -2,280 -3%
TFA
196
TPG Financial Advisors
Oregon
$3.6M +$55.5K +1,343 +2%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$3.56M -$408K -9,676 -10%
IWP
198
IAG Wealth Partners
Wisconsin
$3.49M +$271K +6,429 +8%
LFA
199
Legend Financial Advisors
Pennsylvania
$3.44M +$29.7K +704 +0.9%
AFP
200
Ausdal Financial Partners
Iowa
$3.41M +$315K +7,472 +10%
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