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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

430 hedge funds and large institutions have $2.94B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 31 closing their positions.

Holders
430
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.44%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.52%
New
38
Increased
202
Reduced
144
Closed
31
Calls
$1.23M
Puts
$1K
Net Calls
+$1.23M
Net Calls Change
+$460K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.2M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$51.2M
3
GI
3
Gradient Investments
Minnesota
$21.7M
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
GVAG
5
Great Valley Advisor Group
Delaware
$19.1M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$45.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$447K
3
State Street
3
State Street
Massachusetts
$30.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$462M
5
AssetMark Inc
5
AssetMark Inc
California
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$462M 13,559,577 -529,768 -4%
LPL Financial
2
LPL Financial
California
$300M 8,801,734 +41,897 +0.5%
VA
3
Valmark Advisers
Ohio
$204M 6,003,087 +126,870 +2%
Charles Schwab
4
Charles Schwab
California
$176M 5,159,685 +125,884 +3%
Creative Planning
5
Creative Planning
Kansas
$111M 3,259,072 +152,717 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$78.9M 2,315,222 -107,194 -4%
Bank of America
7
Bank of America
North Carolina
$74.2M 2,179,115 +1,002,150 +85%
UBS Group
8
UBS Group
Switzerland
$56.2M 1,649,964 -19,881 -1%
PAG
9
Private Advisor Group
New Jersey
$54.1M 1,588,392 +104,140 +7%
GSIS
10
Global Strategic Investment Solutions
Arizona
$51.2M 1,503,233 +729,458 +94%
CAG
11
Crestwood Advisors Group
Massachusetts
$48.2M 1,413,687 +19,627 +1%
SMM
12
Stadion Money Management
Georgia
$45.7M 1,342,327 -1,397,113 -51%
MFG
13
Merit Financial Group
Georgia
$45.5M 1,336,255 +15,296 +1%
AAS
14
Annex Advisory Services
Wisconsin
$45.2M 1,325,705 -65,983 -5%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$44.4M 1,303,490 -123,901 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$42.2M 1,239,663 +30,878 +3%
State Street
17
State Street
Massachusetts
$30.7M 902,622 -540,619 -37%
WFPG
18
Waller Financial Planning Group
Ohio
$30.6M 897,808 +5,134 +0.6%
AssetMark Inc
19
AssetMark Inc
California
$29.6M 868,462 -523,561 -38%
TC
20
TownSquare Capital
Utah
$28.6M 841,118 +44,163 +6%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$28.3M 829,697 +53,864 +7%
CAL
22
Capital Analysts LLC
Pennsylvania
$25.5M 749,210 +9,091 +1%
MIS
23
Morningstar Investment Services
Illinois
$24.3M 650,013 -12,070 -2%
Truist Financial
24
Truist Financial
North Carolina
$23.3M 683,531 +2,086 +0.3%
Ameriprise
25
Ameriprise
Minnesota
$23.2M 681,590 +274,255 +67%
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