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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.19%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$544M
2
FEG
2
Fund Evaluation Group
Ohio
$116M
3
LPL Financial
3
LPL Financial
California
$944M
4
IAA
4
Independent Advisor Alliance
North Carolina
$63.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
CM
1
Cercano Management
Washington
$15.7M
2
MIS
2
Morningstar Investment Services
Illinois
$8.33M
3
MPM
3
MBB Public Markets
Illinois
$30.1M
4
SMM
4
Stadion Money Management
Georgia
$47.1M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$994M 22,118,929 -83,106 -0.4%
LPL Financial
2
LPL Financial
California
$944M 21,025,887 +1,534,545 +8%
Betterment LLC
3
Betterment LLC
New York
$726M 16,163,720 +692,852 +4%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$544M 12,114 +4,699 +63%
Bank of America
5
Bank of America
North Carolina
$293M 6,514,583 +364,772 +6%
Charles Schwab
6
Charles Schwab
California
$249M 5,538,399 -51,416 -0.9%
VA
7
Valmark Advisers
Ohio
$242M 5,382,244 +163,186 +3%
Ameriprise
8
Ameriprise
Minnesota
$236M 5,264,118 +68,937 +1%
Morgan Stanley
9
Morgan Stanley
New York
$209M 4,659,917 +1,124,760 +32%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$194M 4,308,473 +357,579 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$169M 3,754,934 +175,713 +5%
RBA
12
Richard Bernstein Advisors
New York
$144M 3,206,284 -72,763 -2%
Creative Planning
13
Creative Planning
Kansas
$141M 3,134,767 +33,843 +1%
FEG
14
Fund Evaluation Group
Ohio
$116M 2,571,285 +2,526,866 +5,689%
UBS Group
15
UBS Group
Switzerland
$106M 2,359,608 +93,907 +4%
CAG
16
Crestwood Advisors Group
Massachusetts
$98.8M 2,199,309 +15,871 +0.7%
TC
17
TownSquare Capital
Utah
$96.7M 2,152,721 +613,400 +40%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$91.3M 2,031,470 +123,222 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$81.7M 1,819,356 -6,372 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$79.8M 1,776,640 +57,405 +3%
CWM
21
Congress Wealth Management
Massachusetts
$79.1M 1,761,386 -32,811 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$70.3M 1,565,420 +271,167 +21%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$67.9M 1,511,771 +3,594 +0.2%
APWA
24
Atlas Private Wealth Advisors
New Jersey
$67.2M 1,494,908 +44,333 +3%
PAG
25
Private Advisor Group
New Jersey
$65.1M 1,449,522 -182,604 -11%
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