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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 %
NFSG
326
Newbridge Financial Services Group
Florida
$7K – – –
HS
327
Horan Securities
United States
$7K +$42 +1 +0.6%
LF
328
Lee Financial
Texas
$7K +$4.75K +110 +212%
BW
329
Bison Wealth
Georgia
$6K – – –
RIA
330
RPG Investment Advisory
California
$6K – – –
LAS
331
Lloyd Advisory Services
Georgia
$6K +$6K +133 New
PA
332
Parallel Advisors
California
$5K -$86 -2 -2%
LWANC
333
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
IF
334
Ironwood Financial
Arizona
$3K -$1.5K -29 -33%
CWP
335
Concord Wealth Partners
Virginia
$3K -$662 -15 -18%
GTAM
336
Global Trust Asset Management
Florida
$3K – – –
MPCG
337
Matrix Private Capital Group
New York
$3K +$88 +2 +3%
Simplex Trading
338
Simplex Trading
Illinois
$3K +$600 +14 +25%
S
339
SignatureFD
Georgia
$2K – – –
HI
340
Hudock Inc
Pennsylvania
$2K – – –
TWA
341
TCI Wealth Advisors
Arizona
$2K – – –
PWMG
342
Prestige Wealth Management Group
New Jersey
$2K – – –
LPWM
343
Lake Point Wealth Management
Texas
$2K +$2K +36 New
JPMorgan Chase & Co
344
JPMorgan Chase & Co
New York
$2K +$2K +50 New
RDWM
345
Red Door Wealth Management
Tennessee
$1K +$1K +32 New
HFS
346
Hantz Financial Services
Michigan
$1K +$1K +33 New
WIM
347
Westside Investment Management
California
$14 +$14 +331 New
PI
348
PFS Investments
Georgia
– -$70M -1,657,147 Closed
TFA
349
Tranquilli Financial Advisor
New Jersey
– -$3.85M -91,116 Closed
CWA
350
Clarus Wealth Advisors
Arizona
– -$876K -20,533 Closed
11 12 13
14
15