SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

767 hedge funds and large institutions have $7.82B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 275 reducing their positions, and 63 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
54
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
72
Increased
326
Reduced
275
Closed
63
Calls
$3.87M
Puts
$65K
Net Calls
+$3.81M
Net Calls Change
+$529K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$566M
2
LPL Financial
2
LPL Financial
California
$748M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$43.8M
4
MPM
4
MBB Public Markets
Illinois
$57.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60.8M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$26.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$129M
4
Charles Schwab
4
Charles Schwab
California
$237M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$928M 21,570,536 +473,774 +2%
LPL Financial
2
LPL Financial
California
$748M 17,383,043 +887,757 +5%
Betterment LLC
3
Betterment LLC
New York
$566M 13,159,120 +13,151,673 +176,604%
Bank of America
4
Bank of America
North Carolina
$298M 6,930,627 -128,586 -2%
Ameriprise
5
Ameriprise
Minnesota
$264M 6,142,958 -14,594 -0.2%
Charles Schwab
6
Charles Schwab
California
$237M 5,503,031 -1,836,293 -25%
VA
7
Valmark Advisers
Ohio
$235M 5,449,209 +221,780 +4%
RBA
8
Richard Bernstein Advisors
New York
$151M 3,516,927 -105,838 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$138M 3,208,682 -354,538 -10%
Creative Planning
10
Creative Planning
Kansas
$138M 3,203,634 -129,801 -4%
Morgan Stanley
11
Morgan Stanley
New York
$129M 3,001,496 -2,045,322 -41%
PAG
12
Private Advisor Group
New Jersey
$96.9M 2,250,653 +61,577 +3%
UBS Group
13
UBS Group
Switzerland
$96.2M 2,235,184 +30,767 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$94.6M 2,197,839 +154,837 +8%
CAG
15
Crestwood Advisors Group
Massachusetts
$90.6M 2,105,102 +51,201 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$82.7M 1,921,899 +2,157 +0.1%
CWM
17
Congress Wealth Management
Massachusetts
$80.1M 1,861,406 +3,508 +0.2%
SMM
18
Stadion Money Management
Georgia
$76.7M 1,781,156 +33,104 +2%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.7M 1,665,635 -1,701,968 -51%
Osaic Holdings
20
Osaic Holdings
Arizona
$66.3M 1,539,901 +178,452 +13%
Mariner
21
Mariner
Kansas
$63.9M 1,484,170 -18,128 -1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$60.8M 1,412,422 +747,873 +113%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$60.8M 1,412,059 +41,968 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$59.1M 1,372,331 +145,597 +12%
MPM
25
MBB Public Markets
Illinois
$57.5M 1,335,141 +776,736 +139%
1
2 3 4 5