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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
2
LPL Financial
California
$207M
3
PI
3
PFS Investments
Georgia
$70M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$409M
3
SMM
3
Stadion Money Management
Georgia
$147M
4
VA
4
Valmark Advisers
Ohio
$233M
5
Charles Schwab
5
Charles Schwab
California
$212M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$26.1M 616,637 -64,077 -9%
MIS
27
Morningstar Investment Services
Illinois
$24.9M 592,227 -15,244 -3%
RJA
28
Raymond James & Associates
Florida
$22.8M 539,046 -40,596 -7%
Bank of America
29
Bank of America
North Carolina
$22.6M 535,709 +10,887 +2%
Truist Financial
30
Truist Financial
North Carolina
$22.5M 532,266 +76,828 +17%
ST
31
Spinnaker Trust
Maine
$20.7M 489,280 -39,681 -8%
PWA
32
Peterson Wealth Advisors
Utah
$19.4M 458,720 -8,587 -2%
FWM
33
Frontier Wealth Management
Missouri
$17.7M 417,858 -3,015 -0.7%
Wells Fargo
34
Wells Fargo
California
$17.5M 413,169 +129,146 +45%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$17.2M 408,041 +261,120 +178%
GLA
36
Good Life Advisors
Pennsylvania
$16.8M 397,559 +35,061 +10%
BFG
37
Barber Financial Group
Kansas
$15.4M 365,177 -57,624 -14%
PFA
38
Pure Financial Advisors
California
$15.2M 358,628 -63,626 -15%
MFS
39
McNamara Financial Services
Massachusetts
$14.7M 410,342 -32,858 -7%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$11.4M 271,885 -12,211 -4%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$10.4M 245,266 +3,463 +1%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.99M 232,448 -32,659 -12%
IWM
43
IHT Wealth Management
Illinois
$9.19M 217,394 +72,311 +50%
AC
44
Alexandria Capital
Virginia
$9.12M 215,718 +4,204 +2%
ACG
45
Allen Capital Group
Nebraska
$8.93M 211,274 -5,993 -3%
PWPS
46
Pinnacle Wealth Planning Services
Ohio
$8.6M 208,907 -10,120 -5%
ICM
47
Islay Capital Management
Texas
$8.52M 201,551 +200,825 +27,662%
KW
48
KWB Wealth
California
$8.26M 195,407 +22,912 +13%
VCM
49
Vivaldi Capital Management
Illinois
$8.17M 188,469 +3,558 +2%
WCM
50
Windsor Capital Management
Arizona
$8.17M 193,347 -5,438 -3%
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