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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
+$72.8M
3
PI
PFS Investments
Georgia
+$70M
4
Osaic Holdings
Osaic Holdings
Arizona
+$49.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.4M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$60.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$49.2M
3
SMM
Stadion Money Management
Georgia
-$27.5M
4
VA
Valmark Advisers
Ohio
-$20.7M
5
Charles Schwab
Charles Schwab
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
251
Advisor Partners
California
$229K -$9.48K -224 -4%
MGIA
252
Moneta Group Investment Advisors
Missouri
$228K -$42.4K -1,003 -16%
PPA
253
Parametric Portfolio Associates
Washington
$226K +$226K +5,353 New
MA
254
Mutual Advisors
Nebraska
$223K +$223K +5,285 New
PFG
255
Pacific Financial Group
Washington
$217K +$217K +5,139 New
AIM
256
Anchor Investment Management
South Carolina
$211K – – –
BAM
257
Belpointe Asset Management
Nevada
$209K +$26.5K +629 +15%
FC
258
Forte Capital
New York
$203K +$203K +4,809 New
AF
259
Aldebaran Financial
$202K +$202K +4,780 New
CFD
260
Creative Financial Designs
Indiana
$195K +$24.3K +575 +14%
EK
261
Evensky & Katz
Florida
$170K +$170K +4 New
JWA
262
JFS Wealth Advisors
Pennsylvania
$129K +$42 +1 +0%
HBT
263
Hills Bank & Trust
Iowa
$123K – – –
AF
264
Advisornet Financial
Minnesota
$111K -$379 -9 -0.3%
MCC
265
Money Concepts Capital
Florida
$111K – – –
RIM
266
Rockbridge Investment Management
New York
$110K -$1.06K -25 -1%
WP
267
WealthShield Partners
North Carolina
$95K +$95K +2,242 New
William Blair & Company
268
William Blair & Company
Illinois
$94K +$82.2K +1,950 +694%
TIM
269
Tortoise Investment Management
New York
$87K – – –
BA
270
Bellwether Advisors
Nebraska
$84K – – –
TFGT
271
TS Financial Group (TSFG)
Illinois
$84K +$84K +1,984 New
PP
272
PrairieView Partners
Minnesota
$81K -$2.11K -50 -3%
CG
273
Cutler Group
California
$79K +$28.6K +680 +57%
EP
274
Eudaimonia Partners
Tennessee
$75K +$34.9K +826 +87%
AIA
275
Armor Investment Advisors
North Carolina
$69K – – –
9 10
11
12 13