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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Pure Financial Advisors
California
$7.04M 229,623 +15,329 +7%
NAS
27
Nicolet Advisory Services
Wisconsin
$6.79M 221,697 -359,727 -62%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.55M 213,858 +7,006 +3%
WI
29
WrapManager Inc
California
$5.82M 189,776 +4,388 +2%
PAG
30
Private Advisor Group
New Jersey
$5.33M 173,778 +9,729 +6%
UBS Group
31
UBS Group
Switzerland
$5.26M 171,688 +7,493 +5%
LPL Financial
32
LPL Financial
California
$5.05M 164,762 +8,412 +5%
BC
33
Brio Consultants
California
$5.04M 164,581 +6,074 +4%
Jane Street
34
Jane Street
New York
$4.84M 157,917 +129,782 +461%
SFG
35
StrategIQ Financial Group
Indiana
$4.69M 153,101 +5,116 +3%
LFG
36
Larson Financial Group
Missouri
$4.69M 152,944 +14,268 +10%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.33M 141,301 +15,160 +12%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.3M 140,476 -527 -0.4%
VCM
39
Vivaldi Capital Management
Illinois
$4.22M 137,683 +27,940 +25%
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$4.1M 133,836 +25,954 +24%
Ameriprise
41
Ameriprise
Minnesota
$4.06M 132,788 -7,974 -6%
AG
42
Advisor Group
Arizona
$3.59M 117,147 +16,793 +17%
FFG
43
Frisch Financial Group
New York
$3.52M 114,903 -3,080 -3%
ACM
44
AlphaStar Capital Management
North Carolina
$3.26M 106,302 +71,213 +203%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.26M 106,221 +44,664 +73%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$3.19M 104,196 – –
WCM
47
Windsor Capital Management
Arizona
$3.18M 103,852 +5,006 +5%
GSIS
48
Global Strategic Investment Solutions
Arizona
$3.14M 102,519 +10,176 +11%
EFL
49
ERn Financial LLC
Wisconsin
$3.09M 100,796 +12,152 +14%
VC
50
Vicus Capital
Pennsylvania
$3.06M 93,636 +90,749 +3,143%
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