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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

205 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
19
Increased
105
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
GC
2
Grimes & Company
Massachusetts
$31.8M
3
SS
3
Simplicity Solutions
Minnesota
$16.5M
4
AWM
4
AE Wealth Management
Kansas
$16.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$18.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
AssetMark Inc
3
AssetMark Inc
California
$22.8M
4
GI
4
Gradient Investments
Minnesota
$6.73M
5
AWM
5
Affinity Wealth Management
Delaware
$622K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$2.56M 84,734 +84,734 New
Truist Financial
52
Truist Financial
North Carolina
$2.47M 81,667 +19,725 +32%
TFA
53
TPG Financial Advisors
Oregon
$2.37M 77,540 +21,166 +38%
SCA
54
Snowden Capital Advisors
New York
$2.24M 73,936 +29,624 +67%
W
55
Wealthquest
Ohio
$2.01M 66,368 +6,389 +11%
OWA
56
Outlook Wealth Advisors
Texas
$1.95M 64,315 +51,367 +397%
CWM
57
Cahaba Wealth Management
Georgia
$1.93M 63,955 -2,428 -4%
PA
58
Parallel Advisors
California
$1.89M 62,563 +48,343 +340%
AWA
59
Arete Wealth Advisors
Illinois
$1.87M 61,955 -152,475 -71%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$1.86M 61,557 +34,224 +125%
WP
61
WealthSource Partners
California
$1.84M 60,943 +26,503 +77%
PAG
62
Pinnacle Advisory Group
Maryland
$1.78M 58,952 +8,984 +18%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.73M 57,341 +3,975 +7%
SC
64
Savant Capital
Illinois
$1.58M 52,204 +2,792 +6%
IWA
65
Inspirion Wealth Advisors
Illinois
$1.54M 50,952 +4,332 +9%
BI
66
Ballast Inc
Kentucky
$1.45M 47,806 +47,806 New
LFA
67
Legend Financial Advisors
Pennsylvania
$1.44M 47,697 +1,684 +4%
WPSG
68
Wealth & Pension Services Group
Georgia
$1.41M 46,653 -40 -0.1%
MAS
69
Managed Account Services
Florida
$1.41M 45,162 +4,460 +11%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 +31,908 New
PAG
71
Private Advisory Group
Washington
$1.37M 52,114 – –
JFA
72
JNBA Financial Advisors
Minnesota
$1.32M 43,634 -28,623 -40%
AWMG
73
Alliance Wealth Management Group
New Jersey
$1.31M 43,364 +3,107 +8%
TCM
74
Towercrest Capital Management
Pennsylvania
$1.31M 43,364 +3,107 +8%
AIS
75
American Investment Services
Massachusetts
$1.28M 42,294 +850 +2%
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