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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$544M
2
FEG
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
LPL Financial
California
$944M
4
IAA
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
CM
Cercano Management
Washington
$15.7M
2
MIS
Morningstar Investment Services
Illinois
$8.33M
3
MPM
MBB Public Markets
Illinois
$30.1M
4
SMM
Stadion Money Management
Georgia
$47.1M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
201
Pecaut & Co
Iowa
$4.26M +$527K +11,727 +14%
AWS
202
Atria Wealth Solutions
New York
$4.22M +$531K +11,826 +14%
DC
203
Destiny Capital
Colorado
$4.17M -$66.5K -1,480 -2%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$4.12M +$334K +7,422 +9%
PWG
205
Portside Wealth Group
Utah
$4.04M +$1.24M +27,591 +44%
6F
206
626 Financial
Michigan
$3.98M +$176K +3,928 +5%
Citadel Advisors
207
Citadel Advisors
Florida
$3.96M +$2.68M +59,598 +209%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$3.94M +$91.3K +2,032 +2%
RFW
209
Rainier Family Wealth
Washington
$3.91M +$3.91M +87,013 New
SPIA
210
Steward Partners Investment Advisory
New York
$3.87M +$2.5M +55,622 +182%
LFA
211
Legend Financial Advisors
Pennsylvania
$3.82M -$82.2K -1,829 -2%
VAMG
212
Voisard Asset Management Group
Michigan
$3.79M -$4.12M -91,703 -52%
WCM
213
WealthTrak Capital Management
Virginia
$3.78M +$3.78M +84,092 New
LWMI
214
Landmark Wealth Management (Illinois)
Illinois
$3.78M +$173K +3,855 +5%
FZCM
215
Flynn Zito Capital Management
New York
$3.75M -$86.9K -1,935 -2%
GSIAS
216
Garden State Investment Advisory Services
New Jersey
$3.71M +$1.12K +25 +0%
MFG
217
Marmo Financial Group
Tennessee
$3.7M -$95.3K -2,121 -3%
SFI
218
SPC Financial Inc
Maryland
$3.7M +$20.8K +464 +0.6%
FAIM
219
Financial Advocates Investment Management
Washington
$3.69M +$113K +2,525 +3%
CA
220
CSM Advisors
Pennsylvania
$3.63M +$1.8M +40,100 +99%
SFMG
221
Sage Financial Management Group
Virginia
$3.56M +$152K +3,378 +4%
AI
222
Atria Investments
North Carolina
$3.55M +$442K +9,835 +14%
GC
223
Grimes & Company
Massachusetts
$3.54M +$54.4K +1,210 +2%
WMR
224
Wealth Management Resources
Rhode Island
$3.49M +$2.2M +48,879 +170%
FFA
225
Founders Financial Alliance
North Carolina
$3.48M +$351K +7,817 +11%
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