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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$3.14M 72,943 +53,758 +280%
SFA
202
Sequoia Financial Advisors
Ohio
$3.11M 72,362 -2,205 -3%
Deutsche Bank
203
Deutsche Bank
Germany
$3.11M 72,215 -4,923 -6%
RCM
204
RMR Capital Management
California
$3.1M 72,119 +17,178 +31%
BCG
205
Breakwater Capital Group
New Jersey
$3.05M 70,753 +520 +0.7%
VWM
206
Venturi Wealth Management
Texas
$3.03M 70,342 +1,013 +1%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$3.02M 70,265 -5,780 -8%
GF
208
Goodman Financial
Texas
$3M 69,802 +6,549 +10%
BWM
209
BCGM Wealth Management
Indiana
$2.95M 68,503 -109 -0.2%
ECM
210
Exchange Capital Management
Michigan
$2.94M 68,231 +60,737 +810%
KNFPWM
211
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.87M 66,641 -2,136 -3%
SFMG
212
Sage Financial Management Group
Virginia
$2.85M 66,272 +6,207 +10%
NFC
213
Northeast Financial Consultants
Connecticut
$2.85M 66,111 -266 -0.4%
FFA
214
Founders Financial Alliance
North Carolina
$2.84M 66,075 +8,668 +15%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$2.83M 65,698 +6,736 +11%
WAM
216
WNY Asset Management
New York
$2.79M 64,765 +1,710 +3%
ZIMP
217
Zimmermann Investment Management & Planning
Pennsylvania
$2.66M 61,763 +22,085 +56%
FSWA
218
Financial Synergies Wealth Advisors
Texas
$2.64M 61,435 -209,126 -77%
AI
219
Atria Investments
North Carolina
$2.63M 61,184 -13,960 -19%
ACA
220
Affinity Capital Advisors
California
$2.63M 61,052 -4,981 -8%
EFL
221
ERn Financial LLC
Wisconsin
$2.62M 60,915 -6 -0%
WAS
222
Wealth Advisory Solutions
Indiana
$2.6M 60,476 +60,476 New
IA
223
IFP Advisors
Florida
$2.58M 59,876 +14,320 +31%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.57M 60,290 -24,062 -29%
JWCA
225
J.W. Cole Advisors
Florida
$2.57M 59,656 +12,946 +28%
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