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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

681 hedge funds and large institutions have $6.15B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 220 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+16
Holders Change %
+2.41%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
71
Increased
305
Reduced
220
Closed
46
Calls
$862K
Puts
$209K
Net Calls
+$653K
Net Calls Change
-$233K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$267M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
RBA
3
Richard Bernstein Advisors
New York
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$204M
5
FA
5
Fiducient Advisors
Illinois
$37.6M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.46M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14.5M
3
SMM
3
Stadion Money Management
Georgia
$47.8M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$1.58M
5
Wells Fargo
5
Wells Fargo
California
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
BCGM Wealth Management
Indiana
$2.67M -$4.8M -130,140 -64%
EWM
202
Evermay Wealth Management
Virginia
$2.66M +$474K +12,844 +22%
CWM
203
Cornerstone Wealth Management
Missouri
$2.62M -$55.6K -1,506 -2%
PSFG
204
Prairie Sky Financial Group
Illinois
$2.61M -$86.7K -2,349 -3%
HWP
205
Hibernia Wealth Partners
Louisiana
$2.6M +$2.6M +70,500 New
NFC
206
Northeast Financial Consultants
Connecticut
$2.59M -$141K -3,829 -5%
BCG
207
Breakwater Capital Group
New Jersey
$2.56M +$30K +859 +1%
VWM
208
Venturi Wealth Management
Texas
$2.54M +$2.54M +68,750 New
FFA
209
Founders Financial Alliance
North Carolina
$2.5M +$9.74K +264 +0.4%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$2.49M -$423K -11,474 -15%
PC
211
Pecaut & Co
Iowa
$2.48M -$151K -4,090 -6%
PIA
212
Perennial Investment Advisors
California
$2.46M +$10.6K +286 +0.4%
CRI
213
Colonial River Investments
Virginia
$2.41M -$178K -4,818 -7%
SFI
214
SPC Financial Inc
Maryland
$2.41M +$2.41M +65,257 New
GF
215
Goodman Financial
Texas
$2.36M +$77.7K +2,107 +3%
AWM
216
Axxcess Wealth Management
California
$2.33M +$1.21M +32,784 +108%
IA
217
IFG Advisors
Missouri
$2.32M -$453K -12,288 -16%
EFL
218
ERn Financial LLC
Wisconsin
$2.25M -$92.8K -2,516 -4%
NC
219
NovaPoint Capital
Georgia
$2.25M +$34.9K +947 +2%
LPT
220
Legacy Private Trust
Wisconsin
$2.23M +$282K +7,644 +14%
TFA
221
Transamerica Financial Advisors
Florida
$2.23M +$620K +16,798 +38%
Citadel Advisors
222
Citadel Advisors
Florida
$2.22M +$1.03M +27,835 +86%
Comerica Bank
223
Comerica Bank
Texas
$2.22M +$2.22M +60,160 New
TCA
224
Transcend Capital Advisors
New Jersey
$2.21M +$2.21M +59,983 New
RCM
225
Raleigh Capital Management
North Carolina
$2.19M +$1.28M +34,564 +140%
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