SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$5.47M +$66.3K +1,475 +1%
SWP
177
Strategic Wealth Partners
Ohio
$5.42M -$475K -10,387 -8%
FMP
178
Financial Management Professionals
Texas
$5.39M +$5.39M +120,015 New
JWCA
179
J.W. Cole Advisors
Florida
$5.39M +$327K +7,273 +6%
IWMA
180
Ironwood Wealth Management (Arizona)
Arizona
$5.33M -$457K -10,171 -8%
WSWA
181
Warren Street Wealth Advisors
California
$5.28M +$150K +3,332 +3%
HWP
182
Hibernia Wealth Partners
Louisiana
$5.19M -$6.41M -142,726 -55%
WA
183
Waverly Advisors
Alabama
$5.13M +$333K +7,409 +7%
1M
184
1248 Management
Missouri
$5.06M +$5.06M +112,677 New
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$5.06M – – –
SHJ
186
Sharkey, Howes & Javer
Colorado
$4.9M +$422K +9,402 +9%
HVIA
187
Hudson Valley Investment Advisors
New York
$4.84M +$448K +9,970 +10%
Cerity Partners
188
Cerity Partners
New York
$4.78M +$559K +12,455 +13%
IWP
189
IAG Wealth Partners
Wisconsin
$4.78M -$18.9K -420 -0.4%
CFLC
190
California First Leasing Corp
California
$4.65M +$4.65M +103,485 New
RCA
191
Resonant Capital Advisors
Wisconsin
$4.62M +$241K +5,362 +6%
SFP
192
Strategic Financial Planning
Texas
$4.59M -$10.6K -236 -0.2%
HA
193
Hofer & Associates
California
$4.52M -$33.6K -749 -0.7%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$4.49M +$4.15M +92,436 +1,224%
APC
195
Aspire Private Capital
North Carolina
$4.49M -$413K -9,184 -8%
PWM
196
Paulson Wealth Management
Illinois
$4.47M -$253K -5,628 -5%
GM
197
GeoWealth Management
Illinois
$4.45M -$77.4K -1,724 -2%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$4.45M +$240K +5,352 +6%
SFG
199
Shum Financial Group
California
$4.44M +$41.2K +917 +0.9%
AFG
200
Arkansas Financial Group
Arkansas
$4.31M +$841K +18,715 +24%
6 7
8
9 10