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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$64.7M
2
AWM
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
LPL Financial
California
$249M
4
State Street
State Street
Massachusetts
$57.7M
5
Truist Financial
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
$402M
3
RJA
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
5
TI
Tidal Investments
Wisconsin
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
251
Van Hulzen Asset Management
California
$255K +$3.53K +83 +1%
HI
252
Harbour Investments
Wisconsin
$253K -$435K -10,215 -63%
BMD
253
Better Money Decisions
New Mexico
$252K +$766 +18 +0.3%
GWAG
254
Garrett Wealth Advisory Group
Texas
$246K +$246K +5,763 New
VIP
255
Vantage Investment Partners
Missouri
$244K – – –
CCM
256
Crew Capital Management
Ohio
$240K +$22.5K +528 +10%
AFG
257
Affinia Financial Group
Massachusetts
$237K -$8.15K -185 -3%
KCPG
258
Kavar Capital Partners Group
Kansas
$231K -$58.6K -1,375 -20%
BG
259
Benedetti & Gucer
Georgia
$231K – – –
Stifel Financial
260
Stifel Financial
Missouri
$231K +$26K +609 +13%
FAIM
261
Financial Advocates Investment Management
Washington
$229K +$229K +5,386 New
PPA
262
Parametric Portfolio Associates
Washington
$221K -$4.06K -95 -2%
SF
263
Synovus Financial
Georgia
$221K +$128 +3 +0.1%
FT
264
Fiduciary Trust
Massachusetts
$219K +$23.3K +547 +12%
OPS
265
Orion Portfolio Solutions
Nebraska
$218K +$218K +5,120 New
TPA
266
Trivium Point Advisory
Connecticut
$217K +$217K +4,976 New
AIM
267
Anchor Investment Management
South Carolina
$213K – – –
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$211K +$144K +3,385 +213%
AF
269
Aldebaran Financial
$207K +$2.13K +50 +1%
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$205K -$3.28K -77 -2%
BI
271
Ballast Inc
Kentucky
$205K +$205K +4,830 New
YAL
272
Your Advocates Ltd
Texas
$188K +$4.56K +107 +2%
WBC
273
West Branch Capital
Massachusetts
$180K +$213 +5 +0.1%
CFD
274
Creative Financial Designs
Indiana
$178K -$2.17K -51 -1%
BHWM
275
Bay Harbor Wealth Management
Maryland
$173K -$36.9K -869 -18%
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11
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