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 %
FFW
276
Fusion Family Wealth
New York
$333K 7,445 -274 -4%
Comerica Bank
277
Comerica Bank
Texas
$331K 7,995 – –
RPCONE
278
Retirement Planning Company of New England
Rhode Island
$327K 7,322 +7,322 New
CFAM
279
Center For Asset Management
Florida
$325K 7,277 -4,457 -38%
VC
280
Vicus Capital
Pennsylvania
$312K 7,299 +1,012 +16%
TFGT
281
TS Financial Group (TSFG)
Illinois
$308K 6,897 -649 -9%
BAM
282
Belpointe Asset Management
Nevada
$305K 6,808 -2,760 -29%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$302K 6,767 +5,498 +433%
CCM
284
Crew Capital Management
Ohio
$301K 6,729 +1,090 +19%
ISWM
285
Independent Solutions Wealth Management
New York
$296K 6,628 -112 -2%
MCWS
286
McKinley Carter Wealth Services
West Virginia
$288K 6,448 -1,102 -15%
NAS
287
Nicolet Advisory Services
Wisconsin
$280K 6,267 -357 -5%
MWM
288
Meridian Wealth Management
Kentucky
$280K 6,274 -209 -3%
WSTAM
289
Wilbanks Smith & Thomas Asset Management
Virginia
$269K 6,017 – –
PCM
290
Parsons Capital Management
Rhode Island
$269K 6,025 +6,025 New
PIA
291
Perennial Investment Advisors
California
$268K 5,988 +5,988 New
Renaissance Technologies
292
Renaissance Technologies
New York
$264K 5,900 -10,900 -65%
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$264K 5,897 +5,897 New
BAG
294
Briggs Advisory Group
Rhode Island
$263K 5,875 +5,875 New
MAM
295
Mystic Asset Management
Rhode Island
$263K 5,905 +5,905 New
CFP
296
Curran Financial Partners
South Carolina
$261K 5,846 -568 -9%
AWA
297
Alta Wealth Advisors
Massachusetts
$261K 5,847 +5,847 New
VHAM
298
Van Hulzen Asset Management
California
$254K 5,689 -306 -5%
Stifel Financial
299
Stifel Financial
Missouri
$251K 5,621 +209 +4%
PFA
300
Pinnacle Family Advisors
Missouri
$244K 5,462 +5,462 New
10 11
12
13 14