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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

429 hedge funds and large institutions have $3.07B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 50 closing their positions.

Holders
429
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
7.26%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.49%
New
50
Increased
194
Reduced
136
Closed
50
Calls
$767K
Puts
–
Net Calls
+$767K
Net Calls Change
-$103K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$507M
2
MFG
2
Merit Financial Group
Georgia
$47.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.5M
4
LPL Financial
4
LPL Financial
California
$315M
5
State Street
5
State Street
Massachusetts
$51.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$632K
2
GC
2
Grimes & Company
Massachusetts
$3.44M
3
CWM
3
Congress Wealth Management
Massachusetts
$4.33M
4
PWP
4
Personal Wealth Partners
Minnesota
$0
5
FWM
5
Frontier Wealth Management
Missouri
$4.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$507M 14,089,345 +1,578,082 +13%
LPL Financial
2
LPL Financial
California
$315M 8,759,837 +748,147 +9%
VA
3
Valmark Advisers
Ohio
$211M 5,876,217 +283,536 +5%
Charles Schwab
4
Charles Schwab
California
$181M 5,033,801 +157,224 +3%
Creative Planning
5
Creative Planning
Kansas
$112M 3,106,355 +146,230 +5%
SMM
6
Stadion Money Management
Georgia
$98.6M 2,739,440 -33,544 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$87.2M 2,422,416 +19,462 +0.8%
UBS Group
8
UBS Group
Switzerland
$60.1M 1,669,845 +36,781 +2%
PAG
9
Private Advisor Group
New Jersey
$53.4M 1,484,252 +163,342 +12%
State Street
10
State Street
Massachusetts
$51.9M 1,443,241 +418,105 +41%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$51.4M 1,427,391 +42,563 +3%
CAG
12
Crestwood Advisors Group
Massachusetts
$50.2M 1,394,060 -3,261 -0.2%
AssetMark Inc
13
AssetMark Inc
California
$50.1M 1,392,023 +308,705 +28%
AAS
14
Annex Advisory Services
Wisconsin
$50.1M 1,391,688 -17,456 -1%
MFG
15
Merit Financial Group
Georgia
$47.5M 1,320,959 +1,276,523 +2,873%
Citadel Advisors
16
Citadel Advisors
Florida
$44.5M 1,236,401 +1,205,715 +3,929%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$43.5M 1,208,785 +141,650 +13%
Bank of America
18
Bank of America
North Carolina
$42.3M 1,176,965 -234,328 -17%
WFPG
19
Waller Financial Planning Group
Ohio
$32.1M 892,674 -18,973 -2%
TC
20
TownSquare Capital
Utah
$28.7M 796,955 +17,079 +2%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$27.9M 775,833 +152,656 +24%
GSIS
22
Global Strategic Investment Solutions
Arizona
$27.8M 773,775 +3,797 +0.5%
CAL
23
Capital Analysts LLC
Pennsylvania
$26.6M 740,119 +14,676 +2%
Truist Financial
24
Truist Financial
North Carolina
$24.5M 681,445 +18,198 +3%
MIS
25
Morningstar Investment Services
Illinois
$24M 662,083 +9,205 +1%
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