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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
GSIS
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
Ameriprise
Minnesota
$23.2M
5
GVAG
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
Citadel Advisors
Florida
$447K
3
State Street
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$462M
5
AssetMark Inc
AssetMark Inc
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
Raleigh Capital Management
North Carolina
$891K -$794K -23,315 -47%
PTC
202
Private Trust Company
Ohio
$882K +$120K +3,522 +16%
ACP
203
Aveo Capital Partners
Colorado
$874K -$494K -14,516 -36%
SWM
204
Seaside Wealth Management
California
$872K -$38.6K -1,009 -4%
FPWM
205
FSB Premier Wealth Management
Iowa
$853K +$13.6K +400 +2%
SFS
206
Sowell Financial Services
Arkansas
$831K +$831K +24,396 New
VAS
207
Vestmark Advisory Solutions
Massachusetts
$830K +$47K +1,381 +6%
UCFA
208
United Capital Financial Advisors
Texas
$823K -$20.4K -600 -2%
MWM
209
Modera Wealth Management
New Jersey
$798K -$69.6K -2,044 -8%
AWM
210
Axxcess Wealth Management
California
$794K -$396K -11,645 -33%
QWM
211
QP Wealth Management
New Jersey
$792K -$32K -936 -4%
OPS
212
Orion Portfolio Solutions
Nebraska
$790K +$171K +5,016 +28%
MI
213
Moneywise Inc
Virginia
$789K -$14.6K -428 -2%
AIS
214
American Investment Services
Massachusetts
$784K +$79.9K +2,347 +11%
NF
215
Nikulski Financial
Iowa
$778K +$36.2K +1,061 +5%
SEI Investments
216
SEI Investments
Pennsylvania
$771K +$13.5K +397 +2%
FMN
217
Financial Management Network
California
$755K -$15.8K -437 -2%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$745K -$66.4K -1,950 -8%
PPP
219
Private Portfolio Partners
New Jersey
$739K +$739K +21,700 New
BC
220
Brio Consultants
California
$724K -$23K -634 -3%
OGF
221
Orin Green Financial
California
$721K +$6.27K +185 +0.9%
Walleye Capital
222
Walleye Capital
New York
$705K +$705K +20,687 New
PP
223
Pegasus Partners
Wisconsin
$692K +$153K +4,504 +28%
MF
224
Meridian Financial
Massachusetts
$689K +$249K +7,309 +57%
CWM
225
Cedar Wealth Management
California
$686K +$176K +5,175 +35%
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