SPSM icon

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 %
PWMG
301
Prestige Wealth Management Group
New Jersey
$2K 56 – –
TWA
302
TCI Wealth Advisors
Arizona
$2K 52 – –
GTAM
303
Global Trust Asset Management
Florida
$2K 57 +1 +2%
LF
304
Lee Financial
Texas
$2K 52 +52 New
IA
305
Inspire Advisors
Idaho
$2K 65 +65 New
SA
306
SRH Advisors
Kansas
$1K 35 – –
MPCG
307
Matrix Private Capital Group
New York
$1K 22 +22 New
Goldman Sachs
308
Goldman Sachs
New York
– – -351,950 Closed
BI
309
Ballast Inc
Kentucky
– – -52,637 Closed
HR
310
Hayden Royal
North Carolina
– – -31,927 Closed
MWM
311
Meridian Wealth Management
Kentucky
– – -30,433 Closed
JCM
312
Janney Capital Management
Pennsylvania
– – -19,098 Closed
AFP
313
Ausdal Financial Partners
Iowa
– – -16,917 Closed
ACP
314
Aveo Capital Partners
Colorado
– – -12,532 Closed
BIP
315
Blueprint Investment Partners
North Carolina
– – -12,019 Closed
IF
316
Intrua Financial
Texas
– – -8,471 Closed
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
– – -7,786 Closed
CPW
318
Catalyst Private Wealth
California
– – -4,226 Closed
VC
319
Vicus Capital
Pennsylvania
– – -3,991 Closed
WP
320
WealthShield Partners
North Carolina
– – -2,714 Closed
PFG
321
Pacific Financial Group
Washington
– – -2,571 Closed
SIM
322
Sonora Investment Management
Arizona
– – -964 Closed
PFS
323
Prospera Financial Services
Texas
– – -710 Closed
BAM
324
Barrett Asset Management
New York
– – -164 Closed
SIS
325
Sound Income Strategies
Florida
– – -65 Closed
10 11 12
13
14