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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$218M
2
LPL Financial
LPL Financial
California
$247M
3
Financial Engines Advisors
Financial Engines Advisors
California
$442M
4
CW
CreativeOne Wealth
Kansas
$11.1M
5
PWP
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$2.96M
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
276
Ford Financial Group
California
$130K +$130K +2,976 New
William Blair & Company
277
William Blair & Company
Illinois
$124K +$26.2K +598 +27%
AF
278
Advisornet Financial
Minnesota
$111K -$5.11K -116 -4%
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$108K +$108K +2,455 New
CP
280
Castleview Partners
Texas
$107K +$107K +2,446 New
RIM
281
Rockbridge Investment Management
New York
$105K -$9.55K -217 -8%
WP
282
WealthShield Partners
North Carolina
$104K +$5.07K +115 +5%
KFI
283
Key Financial Inc
Pennsylvania
$101K +$39.7K +926 +65%
TRCT
284
Tower Research Capital (TRC)
New York
$96K +$93.3K +2,113 +3,464%
TIM
285
Tortoise Investment Management
New York
$90K – – –
BA
286
Bellwether Advisors
Nebraska
$88K – – –
PP
287
PrairieView Partners
Minnesota
$84K -$131 -3 -0.2%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$74K +$11.7K +266 +19%
AIA
289
Armor Investment Advisors
North Carolina
$72K – – –
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$70K +$16.6K +376 +31%
ADL
291
Asset Dedication LLC
California
$69K +$54.5K +1,235 +374%
OSNBOA
292
Old Second National Bank of Aurora
Illinois
$63K -$2.06K -47 -3%
HWMA
293
Heritage Wealth Management (Arizona)
Arizona
$63K +$63K +1,431 New
HFS
294
Horizon Financial Services
North Carolina
$62K +$62K +1,414 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$56K +$22.1K +500 +65%
CI
296
CX Institutional
Indiana
$55K -$454K -10,333 -89%
OIA
297
Optimum Investment Advisors
Illinois
$53K – – –
RCA
298
Ranch Capital Advisors
Florida
$51K +$27.2K +627 +114%
SL
299
Savior LLC
Massachusetts
$46K – – –
GRP
300
Global Retirement Partners
California
$45K -$7.09K -163 -14%
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