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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$7.43M 340,115 +22,253 +7%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$7.35M 302,112 +105,982 +54%
MIS
28
Morningstar Investment Services
Illinois
$7.11M 324,901 +138,755 +75%
FWM
29
Frontier Wealth Management
Missouri
$6.12M 280,232 +138,195 +97%
PAG
30
Private Advisor Group
New Jersey
$5.99M 274,118 +93,236 +52%
LFG
31
Larson Financial Group
Missouri
$5.93M 271,467 +99,478 +58%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.84M 291,547 +291,547 New
Ameriprise
33
Ameriprise
Minnesota
$5.78M 264,565 +86,840 +49%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$5.74M 282,680 +4,105 +1%
CAL
35
Capital Analysts LLC
Pennsylvania
$5.44M 248,844 -27,279 -10%
GLA
36
Good Life Advisors
Pennsylvania
$5.18M 237,100 +237,100 New
GFPC
37
Global Financial Private Capital
Florida
$4.94M 226,285 -27,979 -11%
UBS Group
38
UBS Group
Switzerland
$4.94M 226,046 +46,141 +26%
ACG
39
Allen Capital Group
Nebraska
$4.69M 214,657 +73,482 +52%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$4.51M 206,652 +111,193 +116%
MWM
41
MBE Wealth Management
Wisconsin
$4.51M 206,456 +51,091 +33%
Morgan Stanley
42
Morgan Stanley
New York
$4.37M 200,091 -332,384 -62%
WI
43
WrapManager Inc
California
$4.11M 187,996 -18,761 -9%
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$3.98M 184,822 +28,337 +18%
BC
45
Brio Consultants
California
$3.88M 177,838 +814 +0.5%
GSIS
46
Global Strategic Investment Solutions
Arizona
$3.58M 163,912 -18,788 -10%
VCM
47
Vivaldi Capital Management
Illinois
$3.57M 163,331 +31,779 +24%
WCM
48
Windsor Capital Management
Arizona
$3.53M 161,737 +16,102 +11%
ACM
49
AlphaStar Capital Management
North Carolina
$3.52M 158,997 -108,094 -40%
SB
50
Strategic Blueprint
Georgia
$3.43M 156,993 +156,993 New
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