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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
LPL Financial
California
$887M
2
CM
Cercano Management
Washington
$66M
3
Betterment LLC
Betterment LLC
New York
$704M
4
EWM
Elevatus Welath Management
New York
$32.6M
5
4WM
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$3.96M
2
PAG
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
Ameriprise
Minnesota
$236M
4
Bank of America
Bank of America
North Carolina
$280M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
6F
201
626 Financial
Michigan
$3.85M +$5.23K +115 +0.1%
MFG
202
Marmo Financial Group
Tennessee
$3.85M -$10.5M -230,921 -73%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$3.82M +$713K +15,657 +23%
PC
204
Pecaut & Co
Iowa
$3.78M +$198K +4,351 +6%
GSIAS
205
Garden State Investment Advisory Services
New Jersey
$3.76M +$38.8K +851 +1%
AWS
206
Atria Wealth Solutions
New York
$3.74M -$629K -13,811 -14%
SFI
207
SPC Financial Inc
Maryland
$3.73M +$19.3K +423 +0.5%
LWMI
208
Landmark Wealth Management (Illinois)
Illinois
$3.65M -$277K -6,095 -7%
FAIM
209
Financial Advocates Investment Management
Washington
$3.63M +$112K +2,449 +3%
HI
210
Harbour Investments
Wisconsin
$3.61M +$88.8K +1,952 +3%
GC
211
Grimes & Company
Massachusetts
$3.53M +$59.3K +1,303 +2%
AFG
212
Arkansas Financial Group
Arkansas
$3.52M +$916K +20,130 +35%
CW
213
CreativeOne Wealth
Kansas
$3.5M +$2.24M +49,144 +177%
WAM
214
WNY Asset Management
New York
$3.48M +$397K +8,713 +13%
SFMG
215
Sage Financial Management Group
Virginia
$3.45M +$130K +2,856 +4%
GF
216
Goodman Financial
Texas
$3.41M -$61.3K -1,348 -2%
BCG
217
Breakwater Capital Group
New Jersey
$3.4M -$92.3K -2,029 -3%
SFA
218
Sequoia Financial Advisors
Ohio
$3.34M -$21K -461 -0.6%
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$3.34M +$1.05M +23,135 +46%
MHS
220
M Holdings Securities
Oregon
$3.31M -$51.2K -1,125 -2%
RCM
221
RMR Capital Management
California
$3.27M +$38K +834 +1%
WWA
222
WCG Wealth Advisors
Nevada
$3.22M -$262K -5,763 -8%
SWM
223
SilverOak Wealth Management
Minnesota
$3.2M -$211K -4,627 -6%
W
224
Wealthquest
Ohio
$3.18M -$559K -12,456 -15%
FFA
225
Founders Financial Alliance
North Carolina
$3.17M +$129K +2,837 +4%
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