SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
251
TD Private Client Wealth
New York
$471K 10,537 +65 +0.6%
NCM
252
Noesis Capital Mangement
Florida
$461K 10,315 +315 +3%
MWM
253
MBE Wealth Management
Wisconsin
$453K 10,139 +1 +0%
SL
254
SWMG LLC
Texas
$438K 9,804 -322 -3%
FF
255
Financial Futures
New Jersey
$430K 9,617 +9,617 New
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$429K 9,604 +7 +0.1%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$424K 9,496 +2,636 +38%
SEA
258
Stegent Equity Advisors
Texas
$419K 9,382 +9,382 New
CPIG
259
Chicago Partners Investment Group
Illinois
$416K 10,050 +4,384 +77%
SAM
260
Strategic Asset Management
Minnesota
$413K 9,239 +725 +9%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$405K 9,064 -1,244 -12%
FCI
262
Financial Counselors Inc
Kansas
$402K 9,000 -3,438 -28%
AAS
263
Avantax Advisory Services
Texas
$402K 8,997 +6 +0.1%
FIM
264
Fernwood Investment Management
Massachusetts
$401K 8,964 +752 +9%
BRWA
265
B. Riley Wealth Advisors
Florida
$393K 8,781 +8,781 New
MA
266
Mutual Advisors
Nebraska
$382K 8,557 -974 -10%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$379K 8,480 +8,480 New
PCS
268
Personal CFO Solutions
New Jersey
$361K 8,071 +8,071 New
BIP
269
Blueprint Investment Partners
North Carolina
$360K 8,066 -505 -6%
UFA
270
US Financial Advisors
Massachusetts
$355K 7,938 +322 +4%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$351K 7,848 +575 +8%
DHGWA
272
Dixon Hughes Goodman Wealth Advisors
North Carolina
$349K 7,802 +7,802 New
SA
273
Stewardship Advisors
Pennsylvania
$344K 7,706 -7 -0.1%
PFM
274
Parsec Financial Management
North Carolina
$339K 7,591 -81 -1%
GL
275
Graypoint LLC
New York
$338K 7,556 +461 +6%
9 10
11
12 13