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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VHAM
226
Van Hulzen Asset Management
California
$226K 6,311 -1,080 -15%
EH
227
Equitable Holdings
New York
$226K 6,299 +6,299 New
Jane Street
228
Jane Street
New York
$220K 6,158 +6,158 New
CC
229
Cedar Capital
Illinois
$217K 6,050 +6,050 New
AFG
230
Affinia Financial Group
Massachusetts
$204K 5,691 -1,737 -23%
VIP
231
Vantage Investment Partners
Missouri
$203K 5,668 -11,753 -67%
AP
232
Advisor Partners
California
$202K 5,635 +5,635 New
AIM
233
Anchor Investment Management
South Carolina
$179K 5,000 – –
BAM
234
Belpointe Asset Management
Nevada
$155K 4,333 +4,333 New
CFD
235
Creative Financial Designs
Indiana
$145K 4,043 -61 -1%
TRCT
236
Tower Research Capital (TRC)
New York
$143K 3,997 -5,921 -60%
ASN
237
Advisory Services Network
Georgia
$126K 3,530 -18,490 -84%
PWM
238
Perigon Wealth Management
California
$113K 3,158 +3,158 New
JWA
239
JFS Wealth Advisors
Pennsylvania
$109K 3,042 +36 +1%
GRP
240
Global Retirement Partners
California
$109K 3,057 +2,384 +354%
HBT
241
Hills Bank & Trust
Iowa
$104K 2,899 +2,899 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$98K 2,727 +1,497 +122%
AF
243
Advisornet Financial
Minnesota
$95K 2,643 -116 -4%
RIM
244
Rockbridge Investment Management
New York
$94K 2,628 -4,933 -65%
MCC
245
Money Concepts Capital
Florida
$94K 2,627 +2,627 New
TIM
246
Tortoise Investment Management
New York
$73K 2,048 – –
PP
247
PrairieView Partners
Minnesota
$71K 1,970 – –
BA
248
Bellwether Advisors
Nebraska
$71K 2,003 +2,003 New
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$68K 1,895 +681 +56%
Fidelity Investments
250
Fidelity Investments
Massachusetts
$61K 1,709 +278 +19%
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