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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$626K 14,002 +318 +2%
AWA
227
Arkadios Wealth Advisors
Georgia
$621K 13,890 +13,890 New
FAIM
228
Financial Advocates Investment Management
Washington
$606K 13,554 +8,168 +152%
VDBMI
229
Van Den Berg Management I
Texas
$594K 13,295 +13,295 New
AFAS
230
Acorn Financial Advisory Services
Virginia
$586K 13,108 -1,214 -8%
EGA
231
E&G Advisors
Texas
$579K 12,952 – –
CAAS
232
Capital Asset Advisory Services
Michigan
$577K 12,903 -539 -4%
PCIA
233
Prime Capital Investment Advisors
Kansas
$568K 12,714 +12,714 New
AWM
234
Axxcess Wealth Management
California
$560K 12,536 +12,536 New
GC
235
Gilbert & Cook
Iowa
$554K 12,389 -963 -7%
SWA
236
Stratos Wealth Advisors
Ohio
$553K 12,378 -1,209 -9%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$541K 12,105 +61 +0.5%
PFG
238
PAX Financial Group
Texas
$540K 12,085 +713 +6%
CFA
239
Compass Financial Advisors
Indiana
$540K 12,092 +12,092 New
OIA
240
OneDigital Investment Advisors
Kansas
$536K 11,998 -183 -2%
HSG
241
Helen Stephens Group
Texas
$532K 11,898 +11,898 New
CA
242
CoreCap Advisors
Michigan
$526K 11,764 +11,764 New
TA
243
TKG Advisors
Indiana
$526K 11,773 +11,773 New
HWM
244
Horizon Wealth Management
Illinois
$499K 11,171 +11,171 New
BWM
245
BCS Wealth Management
Tennessee
$487K 10,895 – –
CA
246
CGN Advisors
Kansas
$484K 10,829 +115 +1%
SPC
247
Sigma Planning Corp
Michigan
$484K 10,830 +4,685 +76%
MSAM
248
Moloney Securities Asset Management
Missouri
$481K 10,767 -88 -0.8%
SFG
249
SNS Financial Group
Minnesota
$476K 10,645 +2,956 +38%
OPS
250
Orion Portfolio Solutions
Nebraska
$475K 10,639 +5,519 +108%
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10
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