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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
AWM
2
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
State Street
4
State Street
Massachusetts
$57.7M
5
Truist Financial
5
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$402M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
TI
5
Tidal Investments
Wisconsin
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Peterson Wealth Advisors
Utah
$20.9M 489,689 +2,314 +0.5%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$19.3M 455,491 -61,466 -12%
Wells Fargo
28
Wells Fargo
California
$18.6M 436,792 -11,115 -2%
GLA
29
Good Life Advisors
Pennsylvania
$18.5M 435,424 +5,068 +1%
ST
30
Spinnaker Trust
Maine
$18.5M 435,251 -1,777 -0.4%
FWM
31
Frontier Wealth Management
Missouri
$18.4M 431,730 +68,207 +19%
ODFS
32
O'Donnell Financial Services
California
$17.6M 413,022 +413,022 New
BFG
33
Barber Financial Group
Kansas
$17.5M 411,429 +32,023 +8%
MFS
34
McNamara Financial Services
Massachusetts
$16.1M 378,947 +6,418 +2%
PWP
35
Personal Wealth Partners
Minnesota
$15.9M 372,631 +96,927 +35%
PFA
36
Pure Financial Advisors
California
$15.5M 364,968 +5,521 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$14.8M 335,642 +64,129 +24%
RJA
38
Raymond James & Associates
Florida
$14M 329,007 -204,673 -38%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$13.8M 325,068 +143,460 +79%
CW
40
CreativeOne Wealth
Kansas
$13.3M 310,473 +58,803 +23%
AWM
41
AE Wealth Management
Kansas
$12.8M 299,732 +89,447 +43%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$11.4M 267,699 +4,641 +2%
AWM
43
Avior Wealth Management
Nebraska
$11.2M 263,722 +257,845 +4,387%
ACM
44
AlphaStar Capital Management
North Carolina
$11.1M 253,885 +128,348 +102%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$11M 257,255 +844 +0.3%
IA
46
IFP Advisors
Florida
$10.9M 255,488 +29,127 +13%
IWM
47
IHT Wealth Management
Illinois
$10.3M 241,566 -21,700 -8%
GVAG
48
Great Valley Advisor Group
Delaware
$10.1M 236,770 +90,653 +62%
ACG
49
Allen Capital Group
Nebraska
$9.6M 225,323 +4,160 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.46M 222,073 +50,917 +30%
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