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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$56.8M
2
MFG
Merit Financial Group
Georgia
+$45.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$43.4M
4
LPL Financial
LPL Financial
California
+$26.9M
5
State Street
State Street
Massachusetts
+$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$46.5M
2
GC
Grimes & Company
Massachusetts
-$29.9M
3
CWM
Congress Wealth Management
Massachusetts
-$21.1M
4
FWM
Frontier Wealth Management
Missouri
-$14.3M
5
TI
Tidal Investments
Wisconsin
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
201
Moneywise Inc
Virginia
$849K -$42.5K -1,182 -5%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$827K +$96.1K +2,672 +13%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$815K -$94.4K -2,624 -10%
PTC
204
Private Trust Company
Ohio
$805K +$805K +22,385 New
SEI Investments
205
SEI Investments
Pennsylvania
$802K -$36.8K -1,021 -4%
NF
206
Nikulski Financial
Iowa
$783K -$3.2K -89 -0.4%
FMN
207
Financial Management Network
California
$773K -$7.12K -196 -0.9%
OGF
208
Orin Green Financial
California
$761K +$12.3K +342 +2%
HVIA
209
Hudson Valley Investment Advisors
New York
$758K +$80.9K +2,250 +12%
AIS
210
American Investment Services
Massachusetts
$744K +$187K +5,189 +34%
BC
211
Brio Consultants
California
$738K -$134K -3,738 -15%
WEG
212
World Equity Group
Illinois
$732K +$732K +20,350 New
JCA
213
January Capital Advisors
California
$732K -$2.3K -64 -0.3%
CIAS
214
Capital Investment Advisory Services
North Carolina
$727K +$9.75K +271 +1%
CF
215
Corrigan Financial
Rhode Island
$711K +$3.06K +85 +0.4%
EWM
216
Evermay Wealth Management
Virginia
$711K +$561K +15,596 +375%
SIA
217
Strategic Investment Advisors
Michigan
$683K +$192K +5,320 +39%
SFP
218
Shepherd Financial Partners
Massachusetts
$680K -$195K -5,415 -22%
RFG
219
Range Financial Group
Oregon
$678K +$971 +27 +0.1%
OPS
220
Orion Portfolio Solutions
Nebraska
$654K +$5.26K +146 +0.8%
NFP
221
Narus Financial Partners
Utah
$640K -$316K -8,771 -33%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$639K -$1.47M -40,769 -70%
HHRDM
223
H&H Retirement Design & Management
Nevada
$637K -$134K -3,400 -17%
CIAS
224
CFS Investment Advisory Services
New Jersey
$632K -$46.5M -1,292,660 -99%
CWMGP
225
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$607K +$46.8K +1,299 +8%
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