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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

186 hedge funds and large institutions have $969M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+30
Holders Change %
+19.23%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
43
Increased
96
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$147M
2
PI
2
PFS Investments
Georgia
$44.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
SS
4
Simplicity Solutions
Minnesota
$27.1M
5
FFS
5
Founders Financial Securities
Maryland
$10.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$17K
4
State Street
4
State Street
Massachusetts
$8.21M
5
GFPC
5
Global Financial Private Capital
Florida
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Windsor Capital Management
Arizona
$2.67M +$295K +8,888 +12%
JWM
52
Jackson Wealth Management
Florida
$2.58M +$59.4K +1,788 +2%
Jane Street
53
Jane Street
New York
$2.45M +$54.7K +1,646 +2%
ACI
54
Alpha Cubed Investments
California
$2.45M +$2.45M +80,654 New
OC
55
Oarsman Capital
Wisconsin
$2.41M +$52.7K +1,586 +2%
CIAS
56
Capital Investment Advisory Services
North Carolina
$2.22M +$206K +6,200 +10%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$2.14M +$204K +6,147 +11%
ACM
58
AlphaStar Capital Management
North Carolina
$2.14M +$1.87M +56,227 +702%
CA
59
Continuum Advisory
Idaho
$2.06M +$362K +11,025 +21%
CCM
60
Canal Capital Management
Virginia
$1.91M +$827K +24,873 +76%
SWP
61
Strategic Wealth Partners
Ohio
$1.9M +$1.9M +57,163 New
MSAM
62
Moloney Securities Asset Management
Missouri
$1.89M +$233K +6,997 +14%
SCA
63
Snowden Capital Advisors
New York
$1.78M +$1.22M +36,627 +216%
DSN
64
D. Scott Neal
Kentucky
$1.65M +$1.42M +42,834 +626%
ASN
65
Advisory Services Network
Georgia
$1.65M -$71.8K -2,159 -4%
IWA
66
Inspirion Wealth Advisors
Illinois
$1.55M +$248K +7,449 +19%
RA
67
RFG Advisory
Alabama
$1.54M -$4.21M -126,800 -73%
AI
68
Atria Investments
North Carolina
$1.49M +$173K +5,203 +13%
SC
69
Savant Capital
Illinois
$1.48M +$48.1K +1,447 +3%
GF
70
Goodman Financial
Texas
$1.47M +$132K +3,965 +10%
CM
71
Churchill Management
California
$1.45M +$299K +9,000 +26%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.45M -$1.24M -37,298 -46%
RIA
73
Regal Investment Advisors
Michigan
$1.43M +$329K +9,889 +30%
AWMG
74
Alliance Wealth Management Group
New Jersey
$1.36M -$6.35K -191 -0.5%
TCM
75
Towercrest Capital Management
Pennsylvania
$1.36M -$6.35K -191 -0.5%
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