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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$218M
2
LPL Financial
2
LPL Financial
California
$247M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$442M
4
CW
4
CreativeOne Wealth
Kansas
$11.1M
5
PWP
5
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.96M
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$22.5M 511,923 -23,786 -4%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$21.8M 516,957 +108,916 +27%
PWA
28
Peterson Wealth Advisors
Utah
$21.4M 487,375 +28,655 +6%
Wells Fargo
29
Wells Fargo
California
$19.7M 447,907 +34,738 +8%
ST
30
Spinnaker Trust
Maine
$19.2M 437,028 -52,252 -11%
GLA
31
Good Life Advisors
Pennsylvania
$18.9M 430,356 +32,797 +8%
BFG
32
Barber Financial Group
Kansas
$16.7M 379,406 +14,229 +4%
MFS
33
McNamara Financial Services
Massachusetts
$16.4M 372,529 -37,813 -9%
FWM
34
Frontier Wealth Management
Missouri
$16M 363,523 -54,335 -13%
PFA
35
Pure Financial Advisors
California
$15.8M 359,447 +819 +0.2%
PWP
36
Personal Wealth Partners
Minnesota
$12.1M 275,704 +147,365 +115%
IWM
37
IHT Wealth Management
Illinois
$11.6M 263,266 +45,872 +21%
BSWM
38
Boston Standard Wealth Management
Massachusetts
$11.6M 263,058 -8,827 -3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$11.4M 271,513 +39,065 +17%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$11.3M 256,411 +11,145 +5%
CW
41
CreativeOne Wealth
Kansas
$11.1M 251,670 +185,143 +278%
IA
42
IFP Advisors
Florida
$9.95M 226,361 +42,975 +23%
ACG
43
Allen Capital Group
Nebraska
$9.72M 221,163 +9,889 +5%
Morgan Stanley
44
Morgan Stanley
New York
$9.62M 218,824 -407,019 -65%
AWM
45
AE Wealth Management
Kansas
$9.24M 210,285 +34,425 +20%
PWPS
46
Pinnacle Wealth Planning Services
Ohio
$9.11M 212,910 +4,003 +2%
AC
47
Alexandria Capital
Virginia
$8.91M 202,697 -13,021 -6%
WCM
48
Windsor Capital Management
Arizona
$8.62M 196,195 +2,848 +1%
LFG
49
Larson Financial Group
Missouri
$8.39M 191,039 +14,661 +8%
KW
50
KWB Wealth
California
$8.26M 195,407 – –
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