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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

477 hedge funds and large institutions have $3.9B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 234 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
477
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
53
Increased
234
Reduced
145
Closed
43
Calls
$809K
Puts
$26K
Net Calls
+$783K
Net Calls Change
-$677K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M
2
LPL Financial
2
LPL Financial
California
$477M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$692M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CWM
5
Congress Wealth Management
Massachusetts
$57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.5M
2
GI
2
Gradient Investments
Minnesota
$349K
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$1.68M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.34M
5
CW
5
CreativeOne Wealth
Kansas
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$692M 18,329,218 +1,152,169 +7%
LPL Financial
2
LPL Financial
California
$477M 12,620,464 +1,794,490 +17%
Charles Schwab
3
Charles Schwab
California
$237M 6,269,252 +1,001,685 +19%
VA
4
Valmark Advisers
Ohio
$166M 4,397,088 +187,002 +4%
Creative Planning
5
Creative Planning
Kansas
$124M 3,287,324 -30,631 -0.9%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M 2,717,304 +2,717,304 New
PAG
7
Private Advisor Group
New Jersey
$80.5M 2,131,426 +279,636 +15%
MFG
8
Merit Financial Group
Georgia
$66.1M 1,749,757 +251,183 +17%
UBS Group
9
UBS Group
Switzerland
$63.5M 1,680,522 +38,325 +2%
SPWG
10
Syntegra Private Wealth Group
Missouri
$59.8M 1,584,369 +66,699 +4%
SMM
11
Stadion Money Management
Georgia
$57.7M 1,527,019 +245,236 +19%
CWM
12
Congress Wealth Management
Massachusetts
$57M 1,509,253 +730,079 +94%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$56.3M 1,491,500 +56,218 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$56.2M 1,488,194 +266,902 +22%
Bank of America
15
Bank of America
North Carolina
$47.5M 1,256,785 -1,455,553 -54%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$47.4M 1,255,613 +14,971 +1%
Ameriprise
17
Ameriprise
Minnesota
$41.2M 1,088,034 -188,444 -15%
CAG
18
Crestwood Advisors Group
Massachusetts
$39.1M 1,035,016 -13,495 -1%
AssetMark Inc
19
AssetMark Inc
California
$36.2M 957,522 +468,188 +96%
B
20
Bridgeworth
Alabama
$35.1M 928,952 +57,303 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$34.5M 916,587 +22,316 +2%
TC
22
TownSquare Capital
Utah
$33.5M 887,807 +26,035 +3%
State Street
23
State Street
Massachusetts
$31.7M 840,426 +336,260 +67%
WFPG
24
Waller Financial Planning Group
Ohio
$29.9M 791,058 -116,613 -13%
CAL
25
Capital Analysts LLC
Pennsylvania
$29.5M 780,332 +6,200 +0.8%
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