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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 %
OSNBOA
251
Old Second National Bank of Aurora
Illinois
$60K 1,674 +82 +5%
AIA
252
Armor Investment Advisors
North Carolina
$58K 1,633 – –
ADL
253
Asset Dedication LLC
California
$56K 1,565 +1,014 +184%
FCH
254
Freestone Capital Holdings
Washington
$50.2K 1,403 +1,403 New
KFI
255
Key Financial Inc
Pennsylvania
$50K 1,405 +1,405 New
TA
256
Tectonic Advisors
Texas
$49K 1,375 +1,375 New
OIA
257
Optimum Investment Advisors
Illinois
$43K 1,200 – –
CG
258
Cutler Group
California
$42K 1,199 -1 -0.1%
CCM
259
Cribstone Capital Management
Maine
$37K 1,020 +1,020 New
EP
260
Eudaimonia Partners
Tennessee
$34K 951 +951 New
FWP
261
FAS Wealth Partners
Kansas
$31K 856 -123 -13%
IHWM
262
Iron Horse Wealth Management
Iowa
$30K 843 +843 New
CB
263
Community Bank
New York
$29K 800 – –
CPFP
264
Clear Perspectives Financial Planning
Ohio
$29K 820 +820 New
Citigroup
265
Citigroup
New York
$28K 791 -409 -34%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$28K 769 – –
SL
267
Savior LLC
Massachusetts
$28K 788 +419 +114%
ICM
268
Islay Capital Management
Texas
$26K 726 – –
KFS
269
Kelly Financial Services
Massachusetts
$21.7K 606 +3 +0.5%
BII
270
Bainco International Investors
Massachusetts
$20K 556 +556 New
JPMorgan Chase & Co
271
JPMorgan Chase & Co
New York
$20K 557 +557 New
BFC
272
Bedel Financial Consulting
Indiana
$19K 522 – –
CFFP
273
Center for Financial Planning
Michigan
$18K 500 +500 New
RE
274
RBC Europe
United Kingdom
$17.2K 480 – –
JGIA
275
Jackson Grant Investment Advisers
Connecticut
$17K 469 +2 +0.4%
9 10
11
12 13