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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
26
Spinnaker Trust
Maine
$21.3M 476,822 +41,571 +10%
GLA
27
Good Life Advisors
Pennsylvania
$20.5M 457,713 +22,289 +5%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$20.2M 451,031 -4,460 -1%
Wells Fargo
29
Wells Fargo
California
$20M 447,231 +10,439 +2%
FWM
30
Frontier Wealth Management
Missouri
$19.5M 436,699 +4,969 +1%
KW
31
KWB Wealth
California
$19M 425,479 +206,306 +94%
BFG
32
Barber Financial Group
Kansas
$18.5M 414,656 +3,227 +0.8%
CW
33
CreativeOne Wealth
Kansas
$18M 402,735 +92,262 +30%
AWM
34
AE Wealth Management
Kansas
$17M 380,337 +80,605 +27%
MFS
35
McNamara Financial Services
Massachusetts
$16.9M 378,563 -384 -0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$16.6M 372,454 +47,386 +15%
PFA
37
Pure Financial Advisors
California
$16.4M 367,109 +2,141 +0.6%
PWP
38
Personal Wealth Partners
Minnesota
$16M 358,017 -14,614 -4%
RJA
39
Raymond James & Associates
Florida
$15.5M 347,446 +18,439 +6%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$14.5M 354,285 +18,643 +6%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$13.3M 297,470 +71,852 +32%
IWM
42
IHT Wealth Management
Illinois
$12.6M 282,677 +41,111 +17%
Morgan Stanley
43
Morgan Stanley
New York
$12.4M 276,409 +101,098 +58%
ODFS
44
O'Donnell Financial Services
California
$12.1M 297,390 -115,632 -28%
BSWM
45
Boston Standard Wealth Management
Massachusetts
$12M 268,067 +368 +0.1%
GVAG
46
Great Valley Advisor Group
Delaware
$11.4M 254,616 +17,846 +8%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$11.2M 251,714 -5,541 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$10.8M 240,742 +18,669 +8%
HighTower Advisors
49
HighTower Advisors
Illinois
$10.4M 233,509 +205,603 +737%
ACG
50
Allen Capital Group
Nebraska
$10.2M 227,925 +2,602 +1%
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