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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

800 hedge funds and large institutions have $7.59B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 328 increasing their positions, 287 reducing their positions, and 41 closing their positions.

Holders
800
Holders Change
+33
Holders Change %
+4.3%
% of All Funds
11.64%
Holding in Top 10
43
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20.37%
% of All Funds
0.63%
New
81
Increased
328
Reduced
287
Closed
41
Calls
$2.51M
Puts
$8K
Net Calls
+$2.51M
Net Calls Change
-$1.3M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$608M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$143M
3
SC
3
Savant Capital
Illinois
$39.2M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$57.8M
5
LPL Financial
5
LPL Financial
California
$746M

Top Sellers

1
EMPI
1
Elo Mutual Pension Insurance
Finland
$2.24M
2
Mariner
2
Mariner
Kansas
$18.7M
3
Ameriprise
3
Ameriprise
Minnesota
$229M
4
APW
4
Austin Private Wealth
Texas
$13.3M
5
Bank of America
5
Bank of America
North Carolina
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$915M 22,021,854 +451,318 +2%
LPL Financial
2
LPL Financial
California
$746M 17,971,072 +588,029 +3%
Betterment LLC
3
Betterment LLC
New York
$608M 14,645,935 +1,486,815 +11%
Bank of America
4
Bank of America
North Carolina
$268M 6,454,537 -476,090 -7%
Charles Schwab
5
Charles Schwab
California
$230M 5,545,034 +42,003 +0.8%
Ameriprise
6
Ameriprise
Minnesota
$229M 5,511,958 -631,000 -10%
VA
7
Valmark Advisers
Ohio
$212M 5,095,547 -353,662 -6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$143M 3,454,239 +1,256,400 +57%
RBA
9
Richard Bernstein Advisors
New York
$140M 3,381,113 -135,814 -4%
Creative Planning
10
Creative Planning
Kansas
$130M 3,141,187 -62,447 -2%
Morgan Stanley
11
Morgan Stanley
New York
$128M 3,077,860 +76,364 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$127M 3,060,336 -148,346 -5%
UBS Group
13
UBS Group
Switzerland
$92.4M 2,225,331 -9,853 -0.4%
PAG
14
Private Advisor Group
New Jersey
$91.9M 2,212,735 -37,918 -2%
CAG
15
Crestwood Advisors Group
Massachusetts
$89.1M 2,146,042 +40,940 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$78.4M 1,887,269 -34,630 -2%
CWM
17
Congress Wealth Management
Massachusetts
$76.1M 1,832,883 -28,523 -2%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.3M 1,813,624 +147,989 +9%
State Street
19
State Street
Massachusetts
$66.2M 1,594,118 +304,628 +24%
MPM
20
MBB Public Markets
Illinois
$62.8M 1,511,282 +176,141 +13%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$61.2M 1,473,037 +60,978 +4%
SMM
22
Stadion Money Management
Georgia
$60.1M 1,446,513 -334,643 -19%
Osaic Holdings
23
Osaic Holdings
Arizona
$59.8M 1,439,775 -100,126 -7%
TC
24
TownSquare Capital
Utah
$58.8M 1,415,101 +204,506 +17%
APWA
25
Atlas Private Wealth Advisors
New Jersey
$57.8M 1,391,303 +717,995 +107%
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