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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

476 hedge funds and large institutions have $9.91B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 192 increasing their positions, 151 reducing their positions, and 33 closing their positions.

Holders
476
Holders Change
+46
Holders Change %
+10.7%
% of All Funds
7.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.63%
New
89
Increased
192
Reduced
151
Closed
33
Calls
$1.53M
Puts
$70K
Net Calls
+$1.46M
Net Calls Change
+$233K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$6.45B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M
3
LPL Financial
3
LPL Financial
California
$400M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$56.1M
5
B
5
Bridgeworth
Alabama
$32.2M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$156M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.1M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.5M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$28.6M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$595K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$6.45B 174,333 +8,121 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$635M 17,177,049 +3,617,472 +27%
LPL Financial
3
LPL Financial
California
$400M 10,825,974 +2,024,240 +23%
Charles Schwab
4
Charles Schwab
California
$195M 5,267,567 +107,882 +2%
VA
5
Valmark Advisers
Ohio
$156M 4,210,086 -1,793,001 -30%
Creative Planning
6
Creative Planning
Kansas
$123M 3,317,955 +58,883 +2%
Bank of America
7
Bank of America
North Carolina
$100M 2,712,338 +533,223 +24%
UBS Group
8
UBS Group
Switzerland
$60.7M 1,642,197 -7,767 -0.5%
SPWG
9
Syntegra Private Wealth Group
Missouri
$56.1M 1,517,670 +1,517,670 New
MFG
10
Merit Financial Group
Georgia
$55.4M 1,498,574 +162,319 +12%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$53.1M 1,435,282 +131,792 +10%
GI
12
Gradient Investments
Minnesota
$48.1M 1,301,722 +665,596 +105%
SMM
13
Stadion Money Management
Georgia
$47.4M 1,281,783 -60,544 -5%
Ameriprise
14
Ameriprise
Minnesota
$47.2M 1,276,478 +594,888 +87%
PWPS
15
Pinnacle Wealth Planning Services
Ohio
$45.9M 1,240,642 +410,945 +50%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$45.2M 1,221,292 -18,371 -1%
CAG
17
Crestwood Advisors Group
Massachusetts
$38.8M 1,048,511 -365,176 -26%
WFPG
18
Waller Financial Planning Group
Ohio
$33.6M 907,671 +9,863 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$33.1M 894,271 -1,420,951 -61%
B
20
Bridgeworth
Alabama
$32.2M 871,649 +769,071 +750%
TC
21
TownSquare Capital
Utah
$31.9M 861,772 +20,654 +2%
Morgan Stanley
22
Morgan Stanley
New York
$31.2M 844,381 +229,841 +37%
CWM
23
Congress Wealth Management
Massachusetts
$28.8M 779,174 +658,470 +546%
CAL
24
Capital Analysts LLC
Pennsylvania
$28.6M 774,132 +24,922 +3%
GSIS
25
Global Strategic Investment Solutions
Arizona
$28.6M 773,736 -729,497 -49%
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