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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 %
JGIA
301
Jackson Grant Investment Advisers
Connecticut
$20K +$43 +1 +0.2%
ACA
302
Aptus Capital Advisors
Alabama
$20K +$860 +20 +4%
CFGS
303
Concourse Financial Group Securities
Alabama
$19K -$3.87M -91,429 -100%
MAM
304
Meeder Asset Management
Ohio
$17K -$965 -23 -5%
US Bancorp
305
US Bancorp
Minnesota
$17K +$17K +395 New
CB
306
Community Bank
New York
$15K -$17.9K -435 -54%
FFW
307
Fusion Family Wealth
New York
$15K -$545 -13 -4%
AWM
308
Accel Wealth Management
Iowa
$15K – – –
ADL
309
Asset Dedication LLC
California
$14K -$52.4K -1,235 -79%
IWMA
310
Ironwood Wealth Management (Arizona)
Arizona
$14K – – –
IHWM
311
Iron Horse Wealth Management
Iowa
$13K -$21.6K -526 -62%
GWMIA
312
Global Wealth Management Investment Advisory
Florida
$12K -$372 -9 -3%
HS
313
Horan Securities
United States
$7K – – –
NFSG
314
Newbridge Financial Services Group
Florida
$6K -$118 -3 -2%
RIA
315
RPG Investment Advisory
California
$6K – – –
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$2.08K -50 -29%
PA
317
Parallel Advisors
California
$5K – – –
BW
318
Bison Wealth
Georgia
$5K – – –
VRM
319
Vectors Research Management
New York
$5K – – –
FGAM
320
Financial Gravity Asset Management
Texas
$4.21K +$754 +17,847 +22%
CWP
321
Concord Wealth Partners
Virginia
$4K – – –
IF
322
Ironwood Financial
Arizona
$4K – – –
TRCT
323
Tower Research Capital (TRC)
New York
$3K -$194K -3,936 -98%
MPCG
324
Matrix Private Capital Group
New York
$3K +$2K +44 +200%
LF
325
Lee Financial
Texas
$2K – – –
11 12
13
14 15