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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.33%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$213M
2
HI
Horizon Investments
North Carolina
$117M
3
EMPI
Elo Mutual Pension Insurance
Finland
$60.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.2M

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
Bank of America
North Carolina
$298M
3
FA
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236K
5
GWP
Gateway Wealth Partners
Wisconsin
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
201
Garden State Investment Advisory Services
New Jersey
$3.39M +$179K +4,241 +6%
CGFA
202
Colton Groome Financial Advisors
North Carolina
$3.38M +$1.03M +24,359 +44%
LIA
203
LBMC Investment Advisors
Tennessee
$3.36M +$1.2M +28,440 +56%
GC
204
Grimes & Company
Massachusetts
$3.3M -$325K -7,714 -9%
MHS
205
M Holdings Securities
Oregon
$3.29M -$152K -3,610 -4%
Deutsche Bank
206
Deutsche Bank
Germany
$3.25M -$19.1K -453 -0.6%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$3.21M -$173K -4,094 -5%
AI
208
Atria Investments
North Carolina
$3.17M +$1.1M +26,151 +53%
SWM
209
SilverOak Wealth Management
Minnesota
$3.16M +$3.16M +74,819 New
SFA
210
Sequoia Financial Advisors
Ohio
$3.15M +$2.18M +51,670 +226%
PC
211
Pecaut & Co
Iowa
$3.14M +$301K +7,133 +11%
AWA
212
Arete Wealth Advisors
Illinois
$3.1M +$3.1M +73,591 New
SFI
213
SPC Financial Inc
Maryland
$3.08M +$329K +7,800 +12%
PSFG
214
Prairie Sky Financial Group
Illinois
$3M +$24.9K +590 +0.8%
CJ
215
Caitlin John
Michigan
$2.93M +$2.93M +69,576 New
GWP
216
Gateway Wealth Partners
Wisconsin
$2.93M -$18.2M -431,152 -86%
VWM
217
Venturi Wealth Management
Texas
$2.92M +$24.4K +579 +0.8%
BCG
218
Breakwater Capital Group
New Jersey
$2.91M -$128K -3,080 -4%
KNFPWM
219
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.9M +$2.9M +68,777 New
BWM
220
BCGM Wealth Management
Indiana
$2.89M -$159K -3,767 -5%
SWM
221
SigFig Wealth Management
California
$2.87M -$717K -17,009 -20%
TFA
222
Transamerica Financial Advisors
Florida
$2.86M +$307K +7,273 +12%
PWA
223
PCG Wealth Advisors
Kansas
$2.85M -$1.11M -26,422 -28%
NFC
224
Northeast Financial Consultants
Connecticut
$2.8M -$160K -3,791 -5%
ACA
225
Affinity Capital Advisors
California
$2.79M -$294K -6,962 -10%
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