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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BW
201
BIP Wealth
Georgia
$1.31M 34,646 +34,646 New
CFG
202
Cooper Financial Group
California
$1.29M 34,084 +81 +0.2%
RCM
203
Raleigh Capital Management
North Carolina
$1.26M 33,434 +19,956 +148%
CG
204
Colony Group
Massachusetts
$1.23M 32,467 -3,863 -11%
SFS
205
Sowell Financial Services
Arkansas
$1.22M 32,406 -4,546 -12%
VAS
206
Valicenti Advisory Services
New York
$1.21M 32,100 +478 +2%
PWG
207
Private Wealth Group
Florida
$1.21M 31,976 -2,271 -7%
ACP
208
Aveo Capital Partners
Colorado
$1.2M 31,778 +16,121 +103%
TRCT
209
Tower Research Capital (TRC)
New York
$1.18M 31,126 +30,022 +2,719%
LEFP
210
Leading Edge Financial Planning
Tennessee
$1.16M 30,761 -377 -1%
SSW
211
Stone Summit Wealth
Florida
$1.16M 30,610 +2,891 +10%
PP
212
Pegasus Partners
Wisconsin
$1.16M 30,580 +2,514 +9%
TVAMP
213
Tennessee Valley Asset Management Partners
Tennessee
$1.15M 30,317 -91,054 -75%
KWM
214
Kingsview Wealth Management
Oregon
$1.14M 30,081 -174 -0.6%
TWM
215
Trinity Wealth Management
Pennsylvania
$1.13M 30,001 +525 +2%
CA
216
Claro Advisors
Massachusetts
$1.11M 29,520 +327 +1%
MF
217
Meridian Financial
Massachusetts
$1.1M 29,032 +8,338 +40%
OWA
218
Opal Wealth Advisors
New York
$1.07M 28,310 +1,796 +7%
SFG
219
Sovereign Financial Group
Connecticut
$1.05M 27,696 -510 -2%
NGA
220
Naples Global Advisors
Florida
$1.04M 27,500 +1,475 +6%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1.01M 26,672 -656 -2%
CA
222
CSM Advisors
Pennsylvania
$1M 26,498 +26,498 New
NRA
223
NSI Retail Advisors
Pennsylvania
$990K 26,200 +26,200 New
UCFA
224
United Capital Financial Advisors
Texas
$980K 25,943 +2,705 +12%
DA
225
Detalus Advisors
Missouri
$962K 25,473 -15,730 -38%
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