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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

156 hedge funds and large institutions have $665M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+37
Holders Change %
+31.09%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
47
Increased
80
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$39.9M
2
Wells Fargo
2
Wells Fargo
California
$33.5M
3
GFPC
3
Global Financial Private Capital
Florida
$47.1M
4
AIM
4
Astor Investment Management
Illinois
$24.3M
5
SMM
5
Stadion Money Management
Georgia
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
AssetMark Inc
2
AssetMark Inc
California
$40.3M
3
AG
3
Advisor Group
Arizona
$672K
4
FA
4
FDx Advisors
Illinois
$353K
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$1.71M +$235K +7,075 +16%
CA
52
Continuum Advisory
Idaho
$1.67M +$375K +11,621 +29%
FIA
53
Foundations Investment Advisors
Arizona
$1.67M +$1.67M +51,578 New
MSAM
54
Moloney Securities Asset Management
Missouri
$1.61M +$1.61M +49,896 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39M +$1.31M +40,439 +1,487%
SC
56
Savant Capital
Illinois
$1.39M +$65.7K +2,035 +5%
AWMG
57
Alliance Wealth Management Group
New Jersey
$1.33M +$31.5K +976 +2%
TCM
58
Towercrest Capital Management
Pennsylvania
$1.33M +$1.33M +41,196 New
GF
59
Goodman Financial
Texas
$1.3M +$495K +15,315 +62%
AI
60
Atria Investments
North Carolina
$1.28M +$493K +15,280 +63%
IWA
61
Inspirion Wealth Advisors
Illinois
$1.27M +$268K +8,296 +27%
CM
62
Churchill Management
California
$1.12M +$401K +12,436 +56%
RIA
63
Regal Investment Advisors
Michigan
$1.07M +$507K +15,701 +91%
CCM
64
Canal Capital Management
Virginia
$1.06M +$244K +7,546 +30%
WP
65
WealthSource Partners
California
$1.04M -$156K -4,834 -13%
MGIA
66
Moneta Group Investment Advisors
Missouri
$932K +$932K +28,868 New
MAS
67
Managed Account Services
Florida
$922K +$87.4K +2,708 +10%
SRSA
68
S.R. Schill & Associates
Washington
$911K +$98.4K +3,047 +12%
WPSG
69
Wealth & Pension Services Group
Georgia
$906K +$906K +28,062 New
JFA
70
JNBA Financial Advisors
Minnesota
$905K +$356K +11,016 +65%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$840K +$21.1K +655 +3%
EGA
72
E&G Advisors
Texas
$827K +$827K +25,625 New
GSC
73
G&S Capital
Colorado
$820K +$88.9K +2,752 +12%
Renaissance Technologies
74
Renaissance Technologies
New York
$720K +$223K +6,900 +45%
AG
75
Advisor Group
Arizona
$672K -$2.94M -91,076 -81%
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