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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 %
BF
301
BOK Financial
Oklahoma
$242K 5,419 -1,351 -20%
BG
302
Benedetti & Gucer
Georgia
$242K 5,430 – –
KCPG
303
Kavar Capital Partners Group
Kansas
$242K 5,420 – –
VIP
304
Vantage Investment Partners
Missouri
$238K 5,316 -400 -7%
SF
305
Synovus Financial
Georgia
$232K 5,196 +5 +0.1%
FT
306
Fiduciary Trust
Massachusetts
$230K 5,147 – –
MOS
307
MGO One Seven
Ohio
$229K 5,134 +5,134 New
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$228K 5,079 +104 +2%
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$226K 5,061 +5,061 New
APA
310
Astoria Portfolio Advisors
New York
$226K 5,049 +5,049 New
AIM
311
Anchor Investment Management
South Carolina
$223K 5,000 – –
FMI
312
F/M Investments
District of Columbia
$219K 4,909 +4,909 New
AP
313
Advisor Partners
California
$218K 4,875 +4,875 New
PPA
314
Parametric Portfolio Associates
Washington
$217K 4,865 -312 -6%
AF
315
Aldebaran Financial
$215K 4,820 -50 -1%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$215K 4,818 +2 +0%
AFG
317
Affinia Financial Group
Massachusetts
$212K 4,924 -454 -8%
PWA
318
PCG Wealth Advisors
Kansas
$211K 4,762 +4,762 New
IFPL
319
Investments & Financial Planning LLC
Kentucky
$209K 5,031 +5,031 New
NA
320
Nottingham Advisors
New York
$208K 4,650 +4,650 New
KFS
321
Kelly Financial Services
Massachusetts
$203K 4,544 +1,368 +43%
YAL
322
Your Advocates Ltd
Texas
$203K 4,544 +130 +3%
MGIA
323
Moneta Group Investment Advisors
Missouri
$202K 4,520 +4,520 New
WBC
324
West Branch Capital
Massachusetts
$189K 4,236 +12 +0.3%
CFD
325
Creative Financial Designs
Indiana
$188K 4,198 +12 +0.3%
11 12
13
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