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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$2.9M 94,773 +13,106 +16%
OC
52
Oarsman Capital
Wisconsin
$2.89M 94,284 +6,565 +7%
RFM
53
Royal Fund Management
Florida
$2.88M 93,849 +33 +0%
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$2.8M 91,422 +3,554 +4%
Goldman Sachs
55
Goldman Sachs
New York
$2.67M 87,021 +76,914 +761%
SCA
56
Snowden Capital Advisors
New York
$2.59M 84,395 +10,459 +14%
CWM
57
Cahaba Wealth Management
Georgia
$2.29M 74,856 +10,901 +17%
APC
58
Aspire Private Capital
North Carolina
$2.25M 73,409 +32,785 +81%
OWA
59
Outlook Wealth Advisors
Texas
$2.09M 68,198 +3,883 +6%
SC
60
Savant Capital
Illinois
$2.07M 67,561 +15,357 +29%
PAG
61
Pinnacle Advisory Group
Maryland
$2.05M 66,968 +8,016 +14%
W
62
Wealthquest
Ohio
$2.02M 65,794 -574 -0.9%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.98M 64,209 +43,793 +215%
TFA
64
TPG Financial Advisors
Oregon
$1.96M 63,465 -14,075 -18%
AWA
65
Arete Wealth Advisors
Illinois
$1.9M 62,035 +80 +0.1%
CA
66
Continuum Advisory
Idaho
$1.84M 59,921 +21,566 +56%
CW
67
CreativeOne Wealth
Kansas
$1.74M 56,879 +14,921 +36%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.7M 55,560 -1,781 -3%
IWA
69
Inspirion Wealth Advisors
Illinois
$1.67M 54,646 +3,694 +7%
MAS
70
Managed Account Services
Florida
$1.67M 53,824 +8,662 +19%
LFA
71
Legend Financial Advisors
Pennsylvania
$1.55M 48,363 +666 +1%
WPSG
72
Wealth & Pension Services Group
Georgia
$1.55M 50,485 +3,832 +8%
BI
73
Ballast Inc
Kentucky
$1.53M 49,906 +2,100 +4%
SFP
74
Shepherd Financial Partners
Massachusetts
$1.47M 47,936 -50,267 -51%
JFA
75
JNBA Financial Advisors
Minnesota
$1.42M 46,417 +2,783 +6%
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3
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