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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 %
AI
251
Atria Investments
North Carolina
– -$736K -33,704 Closed
HR
252
Hayden Royal
North Carolina
– -$680K -31,151 Closed
FGAM
253
Financial Gravity Asset Management
Texas
– -$637 -29,015 Closed
NFC
254
Northeast Financial Consultants
Connecticut
– -$493K -22,587 Closed
AIS
255
Accurate Investment Solutions
Pennsylvania
– -$431K -19,750 Closed
ACP
256
Aveo Capital Partners
Colorado
– -$393K -18,012 Closed
Citadel Advisors
257
Citadel Advisors
Florida
– -$321K -14,705 Closed
BSW
258
Buckingham Strategic Wealth
Missouri
– -$310K -14,200 Closed
B
259
Brightworth
Georgia
– -$276K -12,659 Closed
TC
260
Trilogy Capital
California
– -$291K -12,204 Closed
ACM
261
Alpha Capital Management
Texas
– -$205K -9,374 Closed
SF
262
Synovus Financial
Georgia
– -$111K -5,085 Closed
GSWM
263
Golden State Wealth Management
California
– -$97K -4,450 Closed
VC
264
Vicus Capital
Pennsylvania
– -$89K -4,079 Closed
MF
265
Manchester Financial
California
– -$59K -2,720 Closed
SFSG
266
Stearns Financial Services Group
North Carolina
– -$20K -925 Closed
NFG
267
Next Financial Group
Texas
– -$17K -778 Closed
BC
268
Barnett & Company
Tennessee
– -$16K -716 Closed
SMFS
269
Squar Milner Financial Services
California
– -$14K -668 Closed
CAN
270
Claraphi Advisory Network
United States
– -$9K -408 Closed
KFI
271
Key Financial Inc
Pennsylvania
– -$7K -320 Closed
RCA
272
Ranch Capital Advisors
Florida
– -$4K -228 Closed
EWM
273
EPG Wealth Management
Georgia
– -$5K -212 Closed
CAL
274
Capital Advisors Ltd
Ohio
– -$3K -125 Closed
GEA
275
Glen Eagle Advisors
New Jersey
– -$1.09K -50 Closed
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