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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$99.6M
2
LPL Financial
LPL Financial
California
+$72.8M
3
PI
PFS Investments
Georgia
+$70M
4
Osaic Holdings
Osaic Holdings
Arizona
+$49.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.4M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$60.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$49.2M
3
SMM
Stadion Money Management
Georgia
-$27.5M
4
VA
Valmark Advisers
Ohio
-$20.7M
5
Charles Schwab
Charles Schwab
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
276
Old Second National Bank of Aurora
Illinois
$63K -$8.02K -189 -11%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$60K -$12.1K -287 -17%
KFI
278
Key Financial Inc
Pennsylvania
$60K +$1.09K +26 +2%
GRP
279
Global Retirement Partners
California
$51K -$79.2K -1,860 -61%
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$51K -$28.6K -681 -36%
OIA
281
Optimum Investment Advisors
Illinois
$51K – – –
SL
282
Savior LLC
Massachusetts
$44K +$10.9K +261 +33%
CCM
283
Cribstone Capital Management
Maine
$43K – – –
FWP
284
FAS Wealth Partners
Kansas
$36K – – –
CPFP
285
Clear Perspectives Financial Planning
Ohio
$35K – – –
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$33K – – –
TCWM
287
Total Clarity Wealth Management
Illinois
$32K +$32K +763 New
APWA
288
Atlas Private Wealth Advisors
New Jersey
$30K +$30K +715 New
SCA
289
Stonebridge Capital Advisors
Minnesota
$29K +$29K +675 New
RFA
290
Reilly Financial Advisors
California
$26K +$26K +617 New
SWM
291
Spire Wealth Management
Virginia
$26K +$26K +618 New
KFS
292
Kelly Financial Services
Massachusetts
$25.7K +$42 +1 +0.2%
Citigroup
293
Citigroup
New York
$25K -$7.96K -191 -24%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$23K +$2.86K +69 +14%
RCA
295
Ranch Capital Advisors
Florida
$23K +$23K +550 New
NFG
296
Next Financial Group
Texas
$22K -$514K -11,880 -96%
BFC
297
Bedel Financial Consulting
Indiana
$22K – – –
TC
298
Truvestments Capital
Florida
$21K – – –
CFFP
299
Center for Financial Planning
Michigan
$21K – – –
RE
300
RBC Europe
United Kingdom
$20.3K – – –
10 11
12
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