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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

844 hedge funds and large institutions have $8.78B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 275 reducing their positions, and 42 closing their positions.

Holders
844
Holders Change
+44
Holders Change %
+5.5%
% of All Funds
12.21%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.72%
New
94
Increased
367
Reduced
275
Closed
42
Calls
$1.72M
Puts
$209K
Net Calls
+$1.51M
Net Calls Change
-$998K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$887M
2
CM
2
Cercano Management
Washington
$66M
3
Betterment LLC
3
Betterment LLC
New York
$704M
4
EWM
4
Elevatus Welath Management
New York
$32.6M
5
4WM
5
49 Wealth Management
Texas
$32.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.96M
2
PAG
2
Private Advisor Group
New Jersey
$74.3M
3
Ameriprise
3
Ameriprise
Minnesota
$236M
4
Bank of America
4
Bank of America
North Carolina
$280M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.01B 22,202,035 +180,181 +0.8%
LPL Financial
2
LPL Financial
California
$887M 19,491,342 +1,520,270 +8%
Betterment LLC
3
Betterment LLC
New York
$704M 15,470,868 +824,933 +6%
Bank of America
4
Bank of America
North Carolina
$280M 6,149,811 -304,726 -5%
Charles Schwab
5
Charles Schwab
California
$254M 5,589,815 +44,781 +0.8%
VA
6
Valmark Advisers
Ohio
$238M 5,219,058 +123,511 +2%
Ameriprise
7
Ameriprise
Minnesota
$236M 5,195,181 -316,777 -6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$180M 3,950,894 +496,655 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$163M 3,579,221 +518,885 +17%
Morgan Stanley
10
Morgan Stanley
New York
$161M 3,535,157 +457,297 +15%
RBA
11
Richard Bernstein Advisors
New York
$149M 3,279,047 -102,066 -3%
Creative Planning
12
Creative Planning
Kansas
$141M 3,100,924 -40,263 -1%
UBS Group
13
UBS Group
Switzerland
$103M 2,265,701 +40,370 +2%
CAG
14
Crestwood Advisors Group
Massachusetts
$99.4M 2,183,438 +37,396 +2%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$86.8M 1,908,248 +94,624 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$83.1M 1,825,728 -61,541 -3%
CWM
17
Congress Wealth Management
Massachusetts
$81.7M 1,794,197 -38,686 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$78.2M 1,719,235 +330,682 +24%
PAG
19
Private Advisor Group
New Jersey
$74.3M 1,632,126 -580,609 -26%
TC
20
TownSquare Capital
Utah
$70.1M 1,539,321 +124,220 +9%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$68.6M 1,508,177 +35,140 +2%
CM
22
Cercano Management
Washington
$66M 1,450,925 +1,450,925 New
APWA
23
Atlas Private Wealth Advisors
New Jersey
$66M 1,450,575 +59,272 +4%
SMM
24
Stadion Money Management
Georgia
$65.4M 1,436,307 -10,206 -0.7%
State Street
25
State Street
Massachusetts
$64.6M 1,420,168 -173,950 -11%
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