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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$281M
2
Creative Planning
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
Goldman Sachs
New York
$9.64M
4
MIS
Morningstar Investment Services
Illinois
$17M
5
PAG
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
Matrix Trust Company
Colorado
$0
2
GC
Grimes & Company
Massachusetts
$43.7M
3
SRSA
S.R. Schill & Associates
Washington
$0
4
VA
Valmark Advisers
Ohio
$187M
5
ACM
AlphaStar Capital Management
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
226
Global Wealth Management Investment Advisory
Florida
$13K -$17.6K -641 -58%
JGIA
227
Jackson Grant Investment Advisers
Connecticut
$13K +$28 +1 +0.2%
FFW
228
Fusion Family Wealth
New York
$10K +$701 +26 +8%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$10K +$1.04K +39 +12%
SL
230
Savior LLC
Massachusetts
$10K +$6.69K +247 +202%
NFG
231
Next Financial Group
Texas
$10K +$10K +377 New
William Blair & Company
232
William Blair & Company
Illinois
$8K – – –
ACA
233
Aptus Capital Advisors
Alabama
$8K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$5K – – –
LWANC
235
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
BAM
236
Barrett Asset Management
New York
$4K – – –
BlackRock
237
BlackRock
New York
$4K – – –
NFSG
238
Newbridge Financial Services Group
Florida
$4K +$4K +146 New
PA
239
Parallel Advisors
California
$3K – – –
VRM
240
Vectors Research Management
New York
$3K – – –
PWMG
241
Prestige Wealth Management Group
New Jersey
$2K -$714 -20 -26%
IF
242
Ironwood Financial
Arizona
$2K – – –
GTAM
243
Global Trust Asset Management
Florida
$2K – – –
SIS
244
Sound Income Strategies
Florida
$2K +$2K +65 New
SA
245
SRH Advisors
Kansas
$1K – – –
TWA
246
TCI Wealth Advisors
Arizona
$1K – – –
BFG
247
Baron Financial Group
New Jersey
$685 +$685 +25 New
CPA
248
Clear Perspective Advisors
Illinois
$546 +$546 +8,749 New
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$372 -$24 -805 -6%
MTC
250
Matrix Trust Company
Colorado
– -$11.4M -430,146 Closed
7 8 9
10
11