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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$17K 486 +112 +30%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$17K 437 +437 New
TC
278
Truvestments Capital
Florida
$17K 492 +492 New
ACA
279
Aptus Capital Advisors
Alabama
$15K 445 +135 +44%
MAM
280
Meeder Asset Management
Ohio
$15K 428 +428 New
FFW
281
Fusion Family Wealth
New York
$13K 371 – –
NL
282
NVWM LLC
Pennsylvania
$13K 350 +350 New
AWM
283
Accel Wealth Management
Iowa
$13K 350 +350 New
IWMA
284
Ironwood Wealth Management (Arizona)
Arizona
$12K 338 -377 -53%
GWMIA
285
Global Wealth Management Investment Advisory
Florida
$11K 299 -174 -37%
William Blair & Company
286
William Blair & Company
Illinois
$10K 281 – –
BSG
287
Black Swift Group
Colorado
$9K 250 -42,060 -99%
FWM
288
ForthRight Wealth Management
Georgia
$8K 234 +234 New
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K 170 -30 -15%
SPIA
290
Steward Partners Investment Advisory
New York
$6K 180 – –
NFSG
291
Newbridge Financial Services Group
Florida
$6K 156 +10 +7%
HS
292
Horan Securities
United States
$6K 164 +164 New
VRM
293
Vectors Research Management
New York
$5K 126 – –
BW
294
Bison Wealth
Georgia
$5K 126 +126 New
RIA
295
RPG Investment Advisory
California
$5K 146 +146 New
PA
296
Parallel Advisors
California
$4K 118 – –
SIAG
297
Safeguard Investment Advisory Group
California
$4K 136 +136 New
CRI
298
Colonial River Investments
Virginia
$3.04K 73,400 +73,400 New
IF
299
Ironwood Financial
Arizona
$3K 87 – –
CWP
300
Concord Wealth Partners
Virginia
$3K 83 +83 New
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12
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