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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
Savant Capital
Illinois
$39.2M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
LPL Financial
California
$746M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
Mariner
Kansas
$18.7M
3
Ameriprise
Ameriprise
Minnesota
$229M
4
APW
Austin Private Wealth
Texas
$13.3M
5
Bank of America
Bank of America
North Carolina
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
201
Breakwater Capital Group
New Jersey
$3.19M +$252K +6,066 +9%
WWA
202
WCG Wealth Advisors
Nevada
$3.17M -$382K -9,197 -11%
GF
203
Goodman Financial
Texas
$3.17M +$267K +6,441 +9%
GC
204
Grimes & Company
Massachusetts
$3.17M +$132K +3,179 +4%
SWM
205
SilverOak Wealth Management
Minnesota
$3.11M +$1.2K +29 +0%
CAAM
206
Cornerstone Advisors Asset Management
Pennsylvania
$3.1M +$2.68M +64,623 +642%
SFA
207
Sequoia Financial Advisors
Ohio
$3.07M +$66.3K +1,596 +2%
MHS
208
M Holdings Securities
Oregon
$3.07M -$125K -3,000 -4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.06M +$143K +3,453 +5%
SFMG
210
Sage Financial Management Group
Virginia
$3.03M +$280K +6,743 +10%
VWM
211
Venturi Wealth Management
Texas
$3.03M +$106K +2,549 +4%
AFP
212
Ausdal Financial Partners
Iowa
$2.97M -$414K -9,971 -12%
RCM
213
RMR Capital Management
California
$2.95M -$47.3K -1,138 -2%
GWP
214
Gateway Wealth Partners
Wisconsin
$2.9M +$489K +11,777 +20%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$2.83M +$334K +8,083 +13%
WAM
216
WNY Asset Management
New York
$2.82M +$128K +3,074 +5%
FFA
217
Founders Financial Alliance
North Carolina
$2.78M +$35.1K +846 +1%
FF
218
Fox Financial
Pennsylvania
$2.76M -$12.3M -296,351 -82%
BIP
219
Blueprint Investment Partners
North Carolina
$2.75M +$688K +16,575 +33%
CPIG
220
Chicago Partners Investment Group
Illinois
$2.75M +$203K +4,443 +8%
BWM
221
BCGM Wealth Management
Indiana
$2.74M -$104K -2,502 -4%
Deutsche Bank
222
Deutsche Bank
Germany
$2.72M -$278K -6,699 -9%
KNFPWM
223
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.69M -$77.6K -1,868 -3%
AWA
224
Arete Wealth Advisors
Illinois
$2.66M -$543K -13,162 -17%
NFC
225
Northeast Financial Consultants
Connecticut
$2.65M -$99.5K -2,395 -4%
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