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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
$887M
2
CM
Cercano Management
Washington
$66M
3
Betterment LLC
Betterment LLC
New York
$704M
4
EWM
Elevatus Welath Management
New York
$32.6M
5
4WM
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWS
176
Higgins & Schmidt Wealth Strategies
Colorado
$5.03M +$183K +4,019 +4%
B
177
Bensler
Washington
$4.99M +$487K +10,690 +11%
APC
178
Aspire Private Capital
North Carolina
$4.97M -$773K -16,994 -13%
IWP
179
IAG Wealth Partners
Wisconsin
$4.86M +$433K +9,522 +10%
WA
180
Waverly Advisors
Alabama
$4.86M +$33.5K +735 +0.7%
FCI
181
Financial Counselors Inc
Kansas
$4.82M +$72.8K +1,599 +2%
PWM
182
Paulson Wealth Management
Illinois
$4.78M -$158K -3,466 -3%
SFG
183
Shum Financial Group
California
$4.74M +$4.74M +97,892 New
SFP
184
Strategic Financial Planning
Texas
$4.66M -$18.1K -398 -0.4%
HA
185
Hofer & Associates
California
$4.61M -$2.14K -47 -0%
GM
186
GeoWealth Management
Illinois
$4.59M +$3.36M +73,725 +272%
EDRIA
187
Edmonds Duncan Registered Investment Advisors
Kansas
$4.58M +$202K +4,436 +5%
SHJ
188
Sharkey, Howes & Javer
Colorado
$4.54M +$4.54M +99,743 New
HVIA
189
Hudson Valley Investment Advisors
New York
$4.45M +$346K +7,596 +8%
RCA
190
Resonant Capital Advisors
Wisconsin
$4.43M +$7.15K +157 +0.2%
Cerity Partners
191
Cerity Partners
New York
$4.28M -$91.9K -2,020 -2%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$4.26M +$909K +19,978 +27%
TFA
193
TPG Financial Advisors
Oregon
$4.26M +$88.3K +1,940 +2%
DC
194
Destiny Capital
Colorado
$4.22M -$143K -3,186 -3%
DAS
195
Diversify Advisory Services
Utah
$4.14M -$537K -11,945 -11%
MUAMU
196
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.12M – – –
LFA
197
Legend Financial Advisors
Pennsylvania
$3.96M -$19.4K -427 -0.5%
SFC
198
Strategic Financial Concepts
Texas
$3.96M -$167M -3,680,001 -98%
CGFA
199
Colton Groome Financial Advisors
North Carolina
$3.9M +$56.1K +1,232 +1%
FZCM
200
Flynn Zito Capital Management
New York
$3.88M +$30.5K +670 +0.8%
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