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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 %
CCM
301
Cribstone Capital Management
Maine
$45K – – –
FWP
302
FAS Wealth Partners
Kansas
$38K – – –
CPFP
303
Clear Perspectives Financial Planning
Ohio
$36K – – –
MAM
304
Meeder Asset Management
Ohio
$34K +$16.3K +372 +92%
SFP
305
Sterling Financial Planning
New Jersey
$33K +$33K +750 New
IBOK
306
Independence Bank of Kentucky
Kentucky
$33K +$33K +757 New
SCA
307
Stonebridge Capital Advisors
Minnesota
$29K – – –
EBA
308
Eagle Bay Advisors
New York
$29K +$29K +602 New
SWM
309
Spire Wealth Management
Virginia
$26K -$960 -22 -4%
Citigroup
310
Citigroup
New York
$26K – – –
BFC
311
Bedel Financial Consulting
Indiana
$23K – – –
TC
312
Truvestments Capital
Florida
$22K – – –
CFFP
313
Center for Financial Planning
Michigan
$22K – – –
RE
314
RBC Europe
United Kingdom
$21.1K – – –
JGIA
315
Jackson Grant Investment Advisers
Connecticut
$21K +$89 +2 +0.4%
CFGS
316
Concourse Financial Group Securities
Alabama
$20K – – –
ACA
317
Aptus Capital Advisors
Alabama
$20K – – –
SW
318
SVB Wealth
Massachusetts
$20K +$20K +474 New
IWMA
319
Ironwood Wealth Management (Arizona)
Arizona
$19K +$4.2K +96 +28%
NFG
320
Next Financial Group
Texas
$18K -$4.41K -100 -20%
US Bancorp
321
US Bancorp
Minnesota
$17K – – –
CB
322
Community Bank
New York
$16K – – –
AWM
323
Accel Wealth Management
Iowa
$15K – – –
IHWM
324
Iron Horse Wealth Management
Iowa
$12K -$1.99K -45 -14%
GWMIA
325
Global Wealth Management Investment Advisory
Florida
$9K -$4.18K -92 -32%
11 12
13
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