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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
26
Spinnaker Trust
Maine
$18.9M 528,961 +120,246 +29%
Bank of America
27
Bank of America
North Carolina
$18.8M 524,822 +80,728 +18%
PAG
28
Pinnacle Advisory Group
Maryland
$18.7M 521,573 +423,431 +431%
PWA
29
Peterson Wealth Advisors
Utah
$16.7M 467,307 +13,136 +3%
Truist Financial
30
Truist Financial
North Carolina
$16.3M 455,438 +13,411 +3%
BFG
31
Barber Financial Group
Kansas
$15.1M 422,801 -69,668 -14%
PFA
32
Pure Financial Advisors
California
$15.1M 422,254 -89,245 -17%
FWM
33
Frontier Wealth Management
Missouri
$15.1M 420,873 -11,944 -3%
MHS
34
M Holdings Securities
Oregon
$15M 418,379 -13,492 -3%
Osaic Holdings
35
Osaic Holdings
Arizona
$13.3M 370,017 +99,977 +37%
GLA
36
Good Life Advisors
Pennsylvania
$13M 362,498 +58,289 +19%
MFS
37
McNamara Financial Services
Massachusetts
$12.1M 443,200 – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$10.3M 265,107 +4,201 +2%
BSWM
39
Boston Standard Wealth Management
Massachusetts
$10.2M 284,096 -8,497 -3%
Wells Fargo
40
Wells Fargo
California
$10.2M 284,023 +27,451 +11%
MML Investors Services
41
MML Investors Services
Massachusetts
$8.95M 250,070 +229,580 +1,120%
FSWA
42
Financial Synergies Wealth Advisors
Texas
$8.66M 241,803 +155,980 +182%
ACG
43
Allen Capital Group
Nebraska
$7.78M 217,267 -1,112 -0.5%
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$7.68M 219,027 -1,122 -0.5%
OC
45
Oarsman Capital
Wisconsin
$7.68M 214,414 +14,961 +8%
AC
46
Alexandria Capital
Virginia
$7.57M 211,514 +16,286 +8%
WCM
47
Windsor Capital Management
Arizona
$7.12M 198,785 +4,034 +2%
LFG
48
Larson Financial Group
Missouri
$6.89M 192,424 -17,321 -8%
VCM
49
Vivaldi Capital Management
Illinois
$6.62M 184,911 +1,974 +1%
DF
50
Donoghue Forlines
Massachusetts
$6.25M 174,698 +174,698 New
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