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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
LPL Financial
California
$207M
3
PI
PFS Investments
Georgia
$70M
4
Osaic Holdings
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
Financial Engines Advisors
California
$409M
3
SMM
Stadion Money Management
Georgia
$147M
4
VA
Valmark Advisers
Ohio
$233M
5
Charles Schwab
Charles Schwab
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$58.5K +1,385 +21%
UFA
227
US Financial Advisors
Massachusetts
$331K +$23.5K +556 +8%
BUB
228
BBVA USA Bancshares
Texas
$330K -$72K -1,703 -18%
DWM
229
Dakota Wealth Management
Florida
$330K -$61.8K -1,464 -16%
SA
230
Stewardship Advisors
Pennsylvania
$328K -$7.94K -188 -2%
NAS
231
Nicolet Advisory Services
Wisconsin
$311K -$42.2K -999 -12%
BF
232
BOK Financial
Oklahoma
$305K +$305K +7,226 New
GL
233
Graypoint LLC
New York
$300K +$2.37K +56 +0.8%
AWM
234
Avior Wealth Management
Nebraska
$286K -$100K -2,380 -26%
NA
235
NewEdge Advisors
Louisiana
$284K -$64.9K -1,533 -19%
KCPG
236
Kavar Capital Partners Group
Kansas
$283K – – –
CFP
237
Curran Financial Partners
South Carolina
$280K -$1.01K -24 -0.4%
ISWM
238
Independent Solutions Wealth Management
New York
$276K -$68K -1,608 -20%
MWM
239
Meridian Wealth Management
Kentucky
$274K +$274K +6,477 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$264K +$264K +6,239 New
Fisher Asset Management
241
Fisher Asset Management
Washington
$264K +$264K +6,250 New
DI
242
DFPG Investments
Utah
$263K -$16.5K -382 -6%
YAL
243
Your Advocates Ltd
Texas
$260K -$144K -3,417 -36%
BMD
244
Better Money Decisions
New Mexico
$249K +$249K +5,890 New
VHAM
245
Van Hulzen Asset Management
California
$247K -$19.4K -459 -7%
AFG
246
Affinia Financial Group
Massachusetts
$242K -$5.57K -128 -2%
VIP
247
Vantage Investment Partners
Missouri
$240K – – –
PFA
248
Peak Financial Advisors
Colorado
$240K +$240K +5,674 New
CC
249
Cedar Capital
Illinois
$235K -$21.1K -498 -8%
JWCA
250
J.W. Cole Advisors
Florida
$235K +$235K +5,550 New
8 9
10
11 12