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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$218M
2
LPL Financial
LPL Financial
California
$247M
3
Financial Engines Advisors
Financial Engines Advisors
California
$442M
4
CW
CreativeOne Wealth
Kansas
$11.1M
5
PWP
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$2.96M
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
251
Vantage Investment Partners
Missouri
$251K +$2.11K +48 +0.8%
Renaissance Technologies
252
Renaissance Technologies
New York
$246K -$373K -8,500 -60%
BG
253
Benedetti & Gucer
Georgia
$239K -$176K -3,995 -42%
AFG
254
Affinia Financial Group
Massachusetts
$235K – – –
PPA
255
Parametric Portfolio Associates
Washington
$232K -$3.56K -81 -2%
SF
256
Synovus Financial
Georgia
$228K +$228K +5,188 New
CCM
257
Crew Capital Management
Ohio
$225K +$225K +5,111 New
FTUS
258
Flow Traders U.S.
New York
$221K +$221K +5,033 New
AIM
259
Anchor Investment Management
South Carolina
$220K – – –
BHWM
260
Bay Harbor Wealth Management
Maryland
$217K -$235K -5,344 -52%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$215K +$215K +4,893 New
AF
262
Aldebaran Financial
$213K +$1.77K +40 +0.8%
BAM
263
Belpointe Asset Management
Nevada
$212K -$6.2K -141 -3%
PFA
264
Peak Financial Advisors
Colorado
$211K -$38.5K -875 -15%
Stifel Financial
265
Stifel Financial
Missouri
$211K +$211K +4,803 New
AP
266
Advisor Partners
California
$205K -$32.8K -746 -14%
FT
267
Fiduciary Trust
Massachusetts
$202K +$202K +4,600 New
FC
268
Forte Capital
New York
$201K -$10.7K -244 -5%
PC
269
Pecaut & Co
Iowa
$200K +$200K +4,547 New
YAL
270
Your Advocates Ltd
Texas
$189K -$81.4K -1,855 -30%
ASN
271
Advisory Services Network
Georgia
$188K +$188K +4,282 New
CFD
272
Creative Financial Designs
Indiana
$186K -$16.7K -381 -8%
WBC
273
West Branch Capital
Massachusetts
$185K +$185K +4,219 New
TFGT
274
TS Financial Group (TSFG)
Illinois
$143K +$55.6K +1,262 +64%
JWA
275
JFS Wealth Advisors
Pennsylvania
$133K +$44 +1 +0%
9 10
11
12 13