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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

773 hedge funds and large institutions have $7.73B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 increasing their positions, 235 reducing their positions, and 41 closing their positions.

Holders
773
Holders Change
+92
Holders Change %
+13.51%
% of All Funds
11.34%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
141
Increased
321
Reduced
235
Closed
41
Calls
$3.56M
Puts
$279K
Net Calls
+$3.28M
Net Calls Change
+$2.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
HI
2
Horizon Investments
North Carolina
$117M
3
EMPI
3
Elo Mutual Pension Insurance
Finland
$60.5M
4
MWA
4
Midland Wealth Advisors
Illinois
$41.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$150M

Top Sellers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$214K
2
Bank of America
2
Bank of America
North Carolina
$298M
3
FA
3
Fiducient Advisors
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$236K
5
GWP
5
Gateway Wealth Partners
Wisconsin
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$890M 21,096,762 +479,446 +2%
LPL Financial
2
LPL Financial
California
$696M 16,495,286 +240,525 +1%
Charles Schwab
3
Charles Schwab
California
$310M 7,339,324 +63,007 +0.9%
Bank of America
4
Bank of America
North Carolina
$298M 7,059,213 -923,190 -12%
FGAM
5
Financial Gravity Asset Management
Texas
$280M 3,959,539 +305,828 +8%
Ameriprise
6
Ameriprise
Minnesota
$260M 6,157,552 -343,597 -5%
VA
7
Valmark Advisers
Ohio
$220M 5,227,429 +589 +0%
Morgan Stanley
8
Morgan Stanley
New York
$213M 5,046,818 +3,314,161 +191%
RBA
9
Richard Bernstein Advisors
New York
$153M 3,622,765 -190,277 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$150M 3,563,220 +894,853 +34%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$142M 3,367,603 +105,858 +3%
Creative Planning
12
Creative Planning
Kansas
$141M 3,333,435 -36,525 -1%
HI
13
Horizon Investments
North Carolina
$117M 2,771,853 +2,771,853 New
UBS Group
14
UBS Group
Switzerland
$93M 2,204,417 -9,182 -0.4%
PAG
15
Private Advisor Group
New Jersey
$92.3M 2,189,076 -104,491 -5%
CAG
16
Crestwood Advisors Group
Massachusetts
$86.6M 2,053,901 +64,494 +3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$86.2M 2,043,002 +718,238 +54%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$81M 1,919,742 +463,027 +32%
CWM
19
Congress Wealth Management
Massachusetts
$78.4M 1,857,898 +7,277 +0.4%
MFG
20
Merit Financial Group
Georgia
$77.6M 1,839,307 +12,896 +0.7%
SMM
21
Stadion Money Management
Georgia
$73.7M 1,748,052 +452,380 +35%
State Street
22
State Street
Massachusetts
$71.1M 1,684,582 +717,647 +74%
Mariner
23
Mariner
Kansas
$63.4M 1,502,298 +56,431 +4%
EMPI
24
Elo Mutual Pension Insurance
Finland
$60.5M 1,434,380 +1,434,380 New
PWPS
25
Pinnacle Wealth Planning Services
Ohio
$57.8M 1,370,091 -62,427 -4%
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