SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

434 hedge funds and large institutions have $3.43B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+20
Holders Change %
+4.83%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.49%
New
53
Increased
178
Reduced
146
Closed
28
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$621K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$526M
2
Bank of America
Bank of America
North Carolina
$59.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$32.4M
4
LPL Financial
LPL Financial
California
$337M
5
Ameriprise
Ameriprise
Minnesota
$30.1M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$38.9M
2
Charles Schwab
Charles Schwab
California
$205M
3
SMM
Stadion Money Management
Georgia
$117M
4
HIM
Hanlon Investment Management
New Jersey
$0
5
Truist Financial
Truist Financial
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
201
Ford Financial Group
California
$926K +$801K +19,053 +641%
NF
202
Nikulski Financial
Iowa
$920K +$118K +2,815 +15%
FMN
203
Financial Management Network
California
$910K +$8.99K +212 +1%
SSW
204
Stone Summit Wealth
Florida
$903K +$105K +2,471 +13%
LC
205
Legacy CG
Texas
$886K +$886K +21,066 New
OMC
206
Old Mission Capital
Illinois
$880K +$880K +20,925 New
OGF
207
Orin Green Financial
California
$873K +$11K +262 +1%
CA
208
Claro Advisors
Massachusetts
$867K – – –
VAS
209
Vestmark Advisory Solutions
Massachusetts
$855K +$855K +20,323 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$838K -$11.9K -282 -1%
CF
211
Corrigan Financial
Rhode Island
$828K +$3.07K +73 +0.4%
CAG
212
Csenge Advisory Group
Florida
$819K +$76.4K +1,816 +10%
HHRDM
213
H&H Retirement Design & Management
Nevada
$797K +$138K +3,395 +21%
RFG
214
Range Financial Group
Oregon
$792K -$800 -19 -0.1%
HVIA
215
Hudson Valley Investment Advisors
New York
$792K +$60.8K +1,444 +8%
CWM
216
Cedar Wealth Management
California
$791K -$288K -6,852 -27%
OPS
217
Orion Portfolio Solutions
Nebraska
$758K +$311K +7,386 +69%
AWM
218
Axxcess Wealth Management
California
$747K +$220K +5,227 +42%
CCM
219
Coldstream Capital Management
Washington
$742K -$155K -3,676 -17%
FPW
220
Flagship Private Wealth
Massachusetts
$741K -$608K -14,470 -45%
JCA
221
January Capital Advisors
California
$734K -$451K -12,550 -38%
BCI
222
Brinker Capital Investments
Pennsylvania
$729K -$32.3K -768 -4%
MFT
223
Moisand Fitzgerald Tamayo
Florida
$715K -$394K -9,361 -36%
PFA
224
Professional Financial Advisors
Nebraska
$708K +$30K +712 +4%
FAIM
225
Financial Advocates Investment Management
Washington
$698K +$127K +3,028 +22%
7 8
9
10 11