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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
SPA
276
Sentinel Pension Advisors
Massachusetts
– – -6,364 Closed
FMWA
277
Forvis Mazars Wealth Advisors
Missouri
– – -6,133 Closed
BAM
278
Belpointe Asset Management
Nevada
– – -6,047 Closed
IFWM
279
Institute for Wealth Management
Colorado
– – -5,177 Closed
BUB
280
BBVA USA Bancshares
Texas
– – -4,325 Closed
WQ
281
Wealth Quarterback
New Jersey
– – -3,954 Closed
JAWM
282
J. Arnold Wealth Management
Ohio
– – -3,031 Closed
TA
283
TFG Advisers
Michigan
– – -2,435 Closed
HWM
284
Howard Wealth Management
Connecticut
– – -1,669 Closed
PA
285
PSI Advisors
Florida
– – -900 Closed
TCWM
286
Total Clarity Wealth Management
Illinois
– – -841 Closed
RMAM
287
Raab & Moskowitz Asset Management
New Jersey
– – -672 Closed
WAS
288
Winch Advisory Services
Wisconsin
– – -280 Closed
FPB
289
First PREMIER Bank
South Dakota
– – -183 Closed
SIS
290
Sound Income Strategies
Florida
– – -177 Closed
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
– – -108 Closed
AIC
292
Ameritas Investment Company
Nebraska
– – -89 Closed
PGAM
293
Princeton Global Asset Management
New Jersey
– – -55 Closed
CIAS
294
CBIZ Investment Advisory Services
Ohio
– – – –
EI
295
Ellevest Inc
New York
$0 7 +7 New
8 9 10 11
12