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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$119M
2
VA
Valmark Advisers
Ohio
$118M
3
SMM
Stadion Money Management
Georgia
$100M
4
Creative Planning
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
GC
Grimes & Company
Massachusetts
$1.18M
3
AA
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
226
Vectors Research Management
New York
$3K – – –
PWMG
227
Prestige Wealth Management Group
New Jersey
$2K -$133K -5,054 -99%
PA
228
Parallel Advisors
California
$2K – – –
GRP
229
Global Retirement Partners
California
$2K +$667 +23 +50%
OPS
230
Orion Portfolio Solutions
Nebraska
$2K +$1.47K +64 +278%
WA
231
WBH Advisory
Maryland
$1.91K +$1.91K +87,364 New
GEA
232
Glen Eagle Advisors
New Jersey
$1.09K -$6.22K -285 -85%
TWA
233
TCI Wealth Advisors
Arizona
$1K – – –
LPWM
234
Lake Point Wealth Management
Texas
$1K – – –
CCM
235
Cribstone Capital Management
Maine
$1K – – –
FWM
236
Focused Wealth Management
New York
$1K – – –
EW
237
Evoke Wealth
California
$830 +$830 +38 New
FGAM
238
Financial Gravity Asset Management
Texas
$637 +$634 +28,882 +21,716%
CSIA
239
Charles Schwab Investment Advisory
California
– -$166M -5,073,226 Closed
VBFP
240
Valtinson Bruner Financial Planning
Minnesota
– -$2.59M -79,519 Closed
LI
241
LVZ Inc
Michigan
– -$1.75M -53,616 Closed
LFA
242
Legend Financial Advisors
Pennsylvania
– -$1.66M -50,712 Closed
VIM
243
Vista Investment Management
Pennsylvania
– -$1.53M -46,727 Closed
CPA
244
Clear Perspective Advisors
Illinois
– -$1.16M -35,487 Closed
LF
245
Lantz Financial
Illinois
– -$1.14M -34,879 Closed
PA
246
Paragon Advisors
Texas
– -$923K -28,430 Closed
BIP
247
Blueprint Investment Partners
North Carolina
– -$680K -20,826 Closed
AWM
248
Affinity Wealth Management
Delaware
– -$633K -19,412 Closed
MSAM
249
Moloney Securities Asset Management
Missouri
– -$559K -17,126 Closed
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
– -$515K -15,786 Closed
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