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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.05M 235,085 +21,227 +10%
PFA
27
Pure Financial Advisors
California
$6.97M 232,403 +2,780 +1%
LPL Financial
28
LPL Financial
California
$6.13M 204,242 +39,480 +24%
WI
29
WrapManager Inc
California
$6.12M 204,073 +14,297 +8%
NAS
30
Nicolet Advisory Services
Wisconsin
$6.1M 203,331 -18,366 -8%
ACM
31
AlphaStar Capital Management
North Carolina
$5.59M 186,283 +79,981 +75%
Ameriprise
32
Ameriprise
Minnesota
$5.4M 180,911 +48,123 +36%
BC
33
Brio Consultants
California
$5.23M 174,222 +9,641 +6%
UBS Group
34
UBS Group
Switzerland
$5.06M 168,616 -3,072 -2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5M 166,926 +25,625 +18%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.86M 163,526 +99,317 +155%
LFG
37
Larson Financial Group
Missouri
$4.77M 159,139 +6,195 +4%
IA
38
IFP Advisors
Florida
$4.63M 155,227 +155,227 New
PAG
39
Private Advisor Group
New Jersey
$4.63M 154,302 -19,476 -11%
SFG
40
StrategIQ Financial Group
Indiana
$4.6M 153,410 +309 +0.2%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$4.59M 162,419 +28,583 +21%
State Street
42
State Street
Massachusetts
$4.5M 149,837 +149,837 New
GSIS
43
Global Strategic Investment Solutions
Arizona
$4.37M 145,513 +42,994 +42%
VCM
44
Vivaldi Capital Management
Illinois
$4.08M 136,057 -1,626 -1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$4.01M 133,798 -6,678 -5%
WCM
46
Windsor Capital Management
Arizona
$3.97M 132,383 +28,531 +27%
AG
47
Advisor Group
Arizona
$3.93M 131,097 +13,950 +12%
ACG
48
Allen Capital Group
Nebraska
$3.85M 132,188 +121,470 +1,133%
EFL
49
ERn Financial LLC
Wisconsin
$3.66M 121,935 +21,139 +21%
GM
50
GeoWealth Management
Illinois
$3.66M 121,872 +102,490 +529%
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