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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$253M
2
GC
Grimes & Company
Massachusetts
$51.5M
3
VA
Valmark Advisers
Ohio
$188M
4
UBS Group
UBS Group
Switzerland
$34.8M
5
LPL Financial
LPL Financial
California
$47.8M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.22M
2
SS
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
AssetMark Inc
California
$18.1M
4
MWM
MBE Wealth Management
Wisconsin
$377K
5
BC
Brio Consultants
California
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$7K -$17.9K -719 -72%
SPIA
227
Steward Partners Investment Advisory
New York
$5K -$92.5K -3,329 -95%
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
BlackRock
229
BlackRock
New York
$4K -$10.8K -405 -73%
TFA
230
Toth Financial Advisory
Virginia
$4K +$790 +33 +25%
BAM
231
Barrett Asset Management
New York
$4K +$4K +164 New
PA
232
Parallel Advisors
California
$3K – – –
VRM
233
Vectors Research Management
New York
$3K – – –
SL
234
Savior LLC
Massachusetts
$3K +$3K +122 New
OPS
235
Orion Portfolio Solutions
Nebraska
$2K -$762 -24 -28%
PWMG
236
Prestige Wealth Management Group
New Jersey
$2K – – –
GRP
237
Global Retirement Partners
California
$2K – – –
IF
238
Ironwood Financial
Arizona
$2K +$2K +87 New
LAS
239
Lloyd Advisory Services
Georgia
$1K -$196K -6,877 -99%
GTAM
240
Global Trust Asset Management
Florida
$1K -$29.5K -1,650 -97%
CCM
241
Cribstone Capital Management
Maine
$1K – – –
TWA
242
TCI Wealth Advisors
Arizona
$1K – – –
EW
243
Evoke Wealth
California
$1K – – –
SA
244
SRH Advisors
Kansas
$1K +$1K +35 New
NA
245
Nottingham Advisors
New York
$946 +$348 +13,086 +58%
AWA
246
Arkadios Wealth Advisors
Georgia
$210 +$210 +8 New
RFM
247
Royal Fund Management
Florida
– -$3.09M -141,346 Closed
FFG
248
Frisch Financial Group
New York
– -$2.81M -128,750 Closed
FAAM
249
First Ascent Asset Management
Colorado
– -$1.26M -57,833 Closed
LW
250
Linscomb Wealth
Texas
– -$1.04M -47,665 Closed
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