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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$281M
2
Creative Planning
2
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.64M
4
MIS
4
Morningstar Investment Services
Illinois
$17M
5
PAG
5
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$0
2
GC
2
Grimes & Company
Massachusetts
$43.7M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
VA
4
Valmark Advisers
Ohio
$187M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Peterson Wealth Advisors
Utah
$12.4M 454,171 +13,079 +3%
Bank of America
27
Bank of America
North Carolina
$12.2M 444,094 +23,456 +6%
MFS
28
McNamara Financial Services
Massachusetts
$12.1M 443,200 +220 +0%
Truist Financial
29
Truist Financial
North Carolina
$12.1M 442,027 +1,903 +0.4%
FWM
30
Frontier Wealth Management
Missouri
$11.9M 432,817 -9,283 -2%
MHS
31
M Holdings Securities
Oregon
$11.8M 431,871 -4,389 -1%
ST
32
Spinnaker Trust
Maine
$11.2M 408,715 +123,138 +43%
Goldman Sachs
33
Goldman Sachs
New York
$9.64M 351,950 +327,431 +1,335%
GLA
34
Good Life Advisors
Pennsylvania
$8.33M 304,209 +7,851 +3%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$8.01M 292,593 -3,028 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$7.79M 260,906 +11,972 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$7.39M 270,040 +54,489 +25%
Wells Fargo
38
Wells Fargo
California
$7.03M 256,572 -1,931 -0.7%
ACG
39
Allen Capital Group
Nebraska
$6.45M 218,379 -2,853 -1%
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$5.93M 220,149 -20,983 -9%
VCM
41
Vivaldi Capital Management
Illinois
$5.83M 182,937 -2,499 -1%
LFG
42
Larson Financial Group
Missouri
$5.74M 209,745 -73,621 -26%
HIM
43
Hanlon Investment Management
New Jersey
$5.74M 209,748 +83,153 +66%
OC
44
Oarsman Capital
Wisconsin
$5.46M 199,453 +74,847 +60%
Morgan Stanley
45
Morgan Stanley
New York
$5.39M 196,823 -83,790 -30%
AC
46
Alexandria Capital
Virginia
$5.36M 195,228 +24,095 +14%
WCM
47
Windsor Capital Management
Arizona
$5.33M 194,751 +2,341 +1%
GSIS
48
Global Strategic Investment Solutions
Arizona
$5.23M 190,863 +7,898 +4%
Ameriprise
49
Ameriprise
Minnesota
$4.14M 151,424 +11,288 +8%
CWM
50
Cahaba Wealth Management
Georgia
$4M 146,039 +4,531 +3%
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