SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

212 hedge funds and large institutions have $656M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 33 closing their positions.

Holders
212
Holders Change
+26
Holders Change %
+13.98%
% of All Funds
4.73%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
60
Increased
83
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$14.5M
2
AssetMark Inc
2
AssetMark Inc
California
$41.5M
3
AAS
3
Annex Advisory Services
Wisconsin
$19.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.07M
5
GI
5
Gradient Investments
Minnesota
$24.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$76.9M
2
HI
2
Horizon Investments
North Carolina
$79.7M
3
Wells Fargo
3
Wells Fargo
California
$932K
4
AIM
4
Astor Investment Management
Illinois
$5K
5
SS
5
Simplicity Solutions
Minnesota
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$2.28M 86,356 -727,526 -89%
AWM
52
AE Wealth Management
Kansas
$2.26M 85,899 -660,245 -88%
FHC
53
First Heartland Consultants
Missouri
$2.22M 84,034 -5,771 -6%
ACM
54
AlphaStar Capital Management
North Carolina
$2.12M 80,452 +16,219 +25%
OC
55
Oarsman Capital
Wisconsin
$1.97M 74,899 +2,336 +3%
JFA
56
JNBA Financial Advisors
Minnesota
$1.91M 72,257 +72,257 New
PAG
57
Private Advisor Group
New Jersey
$1.85M 70,305 +57,460 +447%
CWM
58
Cahaba Wealth Management
Georgia
$1.75M 66,383 +66,383 New
IA
59
IFP Advisors
Florida
$1.74M 66,574 -32,790 -33%
RJA
60
Raymond James & Associates
Florida
$1.68M 63,839 -37,293 -37%
GSIS
61
Global Strategic Investment Solutions
Arizona
$1.68M 63,702 +63,702 New
GWMIA
62
Global Wealth Management Investment Advisory
Florida
$1.66M 62,828 +62,828 New
Truist Financial
63
Truist Financial
North Carolina
$1.63M 61,942 +37,716 +156%
CA
64
Continuum Advisory
Idaho
$1.59M 60,289 -2,490 -4%
W
65
Wealthquest
Ohio
$1.58M 59,979 +59,979 New
TFA
66
TPG Financial Advisors
Oregon
$1.49M 56,374 +56,374 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.41M 53,366 +9,726 +22%
CM
68
Churchill Management
California
$1.41M 53,331 +9,602 +22%
PAG
69
Private Advisory Group
Washington
$1.37M 52,114 +52,114 New
PAG
70
Pinnacle Advisory Group
Maryland
$1.32M 49,968 +39,987 +401%
SC
71
Savant Capital
Illinois
$1.3M 49,412 +4,897 +11%
CCM
72
Canal Capital Management
Virginia
$1.28M 48,467 -9,112 -16%
WPSG
73
Wealth & Pension Services Group
Georgia
$1.23M 46,693 +17,839 +62%
IWA
74
Inspirion Wealth Advisors
Illinois
$1.23M 46,620 -118 -0.3%
LFA
75
Legend Financial Advisors
Pennsylvania
$1.22M 46,013 +46,013 New
1 2
3
4 5