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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$766M 19,724,059 +1,394,841 +8%
LPL Financial
2
LPL Financial
California
$596M 15,334,644 +2,714,180 +22%
Charles Schwab
3
Charles Schwab
California
$280M 7,209,332 +940,080 +15%
VA
4
Valmark Advisers
Ohio
$199M 5,113,672 +716,584 +16%
Ameriprise
5
Ameriprise
Minnesota
$165M 4,252,970 +3,164,936 +291%
Creative Planning
6
Creative Planning
Kansas
$131M 3,384,285 +96,961 +3%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$115M 2,958,140 +240,836 +9%
Bank of America
8
Bank of America
North Carolina
$114M 2,929,590 +1,672,805 +133%
PAG
9
Private Advisor Group
New Jersey
$90M 2,315,684 +184,258 +9%
UBS Group
10
UBS Group
Switzerland
$86M 2,215,282 +534,760 +32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$78.8M 2,027,776 +539,582 +36%
CAG
12
Crestwood Advisors Group
Massachusetts
$77.6M 1,998,357 +963,341 +93%
MFG
13
Merit Financial Group
Georgia
$70.6M 1,818,312 +68,555 +4%
Morgan Stanley
14
Morgan Stanley
New York
$69.4M 1,787,236 +1,023,809 +134%
SPWG
15
Syntegra Private Wealth Group
Missouri
$67.5M 1,738,393 +154,024 +10%
CWM
16
Congress Wealth Management
Massachusetts
$60.8M 1,565,049 +55,796 +4%
SMM
17
Stadion Money Management
Georgia
$59.7M 1,537,243 +10,224 +0.7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$58.2M 1,497,518 +1,490,225 +20,434%
Mariner
19
Mariner
Kansas
$54.7M 1,407,275 +1,157,178 +463%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$54.4M 1,401,220 +145,607 +12%
Osaic Holdings
21
Osaic Holdings
Arizona
$44.6M 1,149,080 +232,493 +25%
Wells Fargo
22
Wells Fargo
California
$39.7M 1,021,491 +464,777 +83%
B
23
Bridgeworth
Alabama
$39.3M 1,011,140 +82,188 +9%
OWP
24
Obermeyer Wealth Partners
Colorado
$39.3M 1,011,092 +1,011,092 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$36.8M 947,728 -543,772 -36%
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