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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

156 hedge funds and large institutions have $665M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+37
Holders Change %
+31.09%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
47
Increased
80
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$39.9M
2
Wells Fargo
2
Wells Fargo
California
$33.5M
3
GFPC
3
Global Financial Private Capital
Florida
$47.1M
4
AIM
4
Astor Investment Management
Illinois
$24.3M
5
SMM
5
Stadion Money Management
Georgia
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
AssetMark Inc
2
AssetMark Inc
California
$40.3M
3
AG
3
Advisor Group
Arizona
$672K
4
FA
4
FDx Advisors
Illinois
$353K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$4.73M 146,579 +35,704 +32%
AA
27
Advisory Alpha
Michigan
$4.62M 140,561 +140,561 New
LPL Financial
28
LPL Financial
California
$4.22M 130,574 +3,734 +3%
UAS
29
United Asset Strategies
New York
$3.59M 111,226 +102,839 +1,226%
SFG
30
StrategIQ Financial Group
Indiana
$3.37M 104,282 +6,489 +7%
SFP
31
Shepherd Financial Partners
Massachusetts
$3.27M 101,160 +3,132 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.2M 98,968 +10,134 +11%
LFG
33
Larson Financial Group
Missouri
$3.18M 98,500 -3,212 -3%
Bank of America
34
Bank of America
North Carolina
$3.11M 96,317 +5,669 +6%
RFM
35
Royal Fund Management
Florida
$3.07M 95,188 +36,889 +63%
Ameriprise
36
Ameriprise
Minnesota
$3.05M 94,405 +67,854 +256%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.61M 80,938 +56,712 +234%
JWM
38
Jackson Wealth Management
Florida
$2.5M 75,830 +13,177 +21%
RJA
39
Raymond James & Associates
Florida
$2.33M 72,256 +2,376 +3%
Jane Street
40
Jane Street
New York
$2.32M 72,003 +20,041 +39%
WCM
41
Windsor Capital Management
Arizona
$2.31M 71,448 +8,071 +13%
IA
42
IFP Advisors
Florida
$2.31M 71,442 +45,764 +178%
OC
43
Oarsman Capital
Wisconsin
$2.29M 70,977 +6,802 +11%
VCM
44
Vivaldi Capital Management
Illinois
$2.2M 68,149 +12,255 +22%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.1M 70,476 – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.96M 60,700 +60,700 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.88M 58,320 +11,673 +25%
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$1.88M 58,281 +5,520 +10%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.81M 55,914 +36,338 +186%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.76M 54,446 +35,897 +194%
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