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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Evermay Wealth Management
Virginia
$2.3M +$234K +6,023 +11%
TCM
202
Towercrest Capital Management
Pennsylvania
$2.26M +$62.8K +1,617 +3%
SAM
203
Securian Asset Management
Minnesota
$2.2M – – –
WAS
204
Wealth Advisory Solutions
Indiana
$2.19M +$23.2K +597 +1%
OPS
205
Orion Portfolio Solutions
Nebraska
$2.13M +$724K +18,651 +52%
BCI
206
Brinker Capital Investments
Pennsylvania
$2.13M +$724K +18,651 +52%
SW
207
SkyOak Wealth
Michigan
$2.07M +$61.4K +1,582 +3%
LPT
208
Legacy Private Trust
Wisconsin
$2.05M +$2.05M +52,882 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$2.05M +$1.09M +28,011 +113%
TA
210
TFG Advisers
Michigan
$2.02M +$2.02M +51,937 New
SFMG
211
Sage Financial Management Group
Virginia
$2.01M +$2.01M +51,781 New
LIA
212
LBMC Investment Advisors
Tennessee
$1.99M +$1.99M +51,115 New
CGFA
213
Colton Groome Financial Advisors
North Carolina
$1.95M +$463K +11,933 +31%
AWMG
214
Alliance Wealth Management Group
New Jersey
$1.94M +$41.8K +1,075 +2%
IA
215
IFP Advisors
Florida
$1.92M -$2.19M -56,361 -53%
PCIA
216
Prime Capital Investment Advisors
Kansas
$1.91M +$1.91M +49,129 New
LFAS
217
Level Four Advisory Services
Texas
$1.89M +$1.89M +48,701 New
PTC
218
Private Trust Company
Ohio
$1.85M +$445K +11,455 +32%
CWP
219
CFM Wealth Partners
Texas
$1.84M +$1.84M +47,372 New
EWA
220
EP Wealth Advisors
California
$1.83M +$1.83M +8,910 New
KBFS
221
Kohmann Bosshard Financial Services
Ohio
$1.82M -$2.72K -70 -0.1%
CFG
222
Carr Financial Group
Massachusetts
$1.82M +$1.82M +46,747 New
AFS
223
Annapolis Financial Services
Maryland
$1.81M +$29.8K +766 +2%
PWM
224
Penobscot Wealth Management
Maine
$1.77M +$38.8K +1,000 +2%
CWA
225
Clarus Wealth Advisors
Arizona
$1.77M +$194K +5,061 +12%
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