SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M
2
GC
2
Grimes & Company
Massachusetts
$51.5M
3
VA
3
Valmark Advisers
Ohio
$188M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.22M
2
SS
2
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
3
AssetMark Inc
California
$18.1M
4
MWM
4
MBE Wealth Management
Wisconsin
$377K
5
BC
5
Brio Consultants
California
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Peterson Wealth Advisors
Utah
$11.7M 441,092 +38,186 +9%
Truist Financial
27
Truist Financial
North Carolina
$11.7M 440,124 +315,282 +253%
MHS
28
M Holdings Securities
Oregon
$11.6M 436,260 -13,710 -3%
MTC
29
Matrix Trust Company
Colorado
$11.4M 430,146 +430,146 New
Bank of America
30
Bank of America
North Carolina
$11.2M 420,638 +80,523 +24%
PAG
31
Private Advisor Group
New Jersey
$9.63M 362,489 +88,371 +32%
SRSA
32
S.R. Schill & Associates
Washington
$9.01M 339,195 -10,976 -3%
MIS
33
Morningstar Investment Services
Illinois
$8.34M 318,177 -6,724 -2%
GLA
34
Good Life Advisors
Pennsylvania
$7.87M 296,358 +59,258 +25%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$7.86M 295,621 +12,941 +5%
ST
36
Spinnaker Trust
Maine
$7.59M 285,577 +285,577 New
LFG
37
Larson Financial Group
Missouri
$7.53M 283,366 +11,899 +4%
Morgan Stanley
38
Morgan Stanley
New York
$7.46M 280,613 +80,522 +40%
Wells Fargo
39
Wells Fargo
California
$6.87M 258,503 +140,679 +119%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$6.85M 248,934 -53,178 -18%
ACM
41
AlphaStar Capital Management
North Carolina
$6.38M 233,913 +74,916 +47%
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$6.32M 241,132 +56,310 +30%
ACG
43
Allen Capital Group
Nebraska
$5.88M 221,232 +6,575 +3%
Osaic Holdings
44
Osaic Holdings
Arizona
$5.73M 215,551 -75,996 -26%
VCM
45
Vivaldi Capital Management
Illinois
$5.48M 185,436 +22,105 +14%
WCM
46
Windsor Capital Management
Arizona
$5.11M 192,410 +30,673 +19%
GSIS
47
Global Strategic Investment Solutions
Arizona
$4.86M 182,965 +19,053 +12%
AC
48
Alexandria Capital
Virginia
$4.55M 171,133 +105,654 +161%
AWM
49
AE Wealth Management
Kansas
$4.22M 158,781 -1,067,414 -87%
CWM
50
Cahaba Wealth Management
Georgia
$3.97M 141,508 +18,859 +15%
1
2
3 4 5