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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$3.48M 116,606 +109,855 +1,627%
FFG
52
Frisch Financial Group
New York
$3.38M 112,602 -2,301 -2%
VC
53
Vicus Capital
Pennsylvania
$3.27M 3,265 -90,371 -97%
KBFS
54
Kohmann Bosshard Financial Services
Ohio
$3.2M 106,551 +2,355 +2%
MAS
55
Managed Account Services
Florida
$3.16M 106,037 +52,213 +97%
RFM
56
Royal Fund Management
Florida
$3.07M 102,329 +8,480 +9%
Truist Financial
57
Truist Financial
North Carolina
$2.97M 98,941 +4,168 +4%
CW
58
CreativeOne Wealth
Kansas
$2.97M 98,884 +42,005 +74%
OC
59
Oarsman Capital
Wisconsin
$2.85M 95,049 +765 +0.8%
GWMIA
60
Global Wealth Management Investment Advisory
Florida
$2.78M 92,676 +1,254 +1%
SCA
61
Snowden Capital Advisors
New York
$2.71M 90,277 +5,882 +7%
Jane Street
62
Jane Street
New York
$2.69M 89,595 -68,322 -43%
FWM
63
Frontier Wealth Management
Missouri
$2.67M 88,870 +59,283 +200%
TFA
64
TPG Financial Advisors
Oregon
$2.51M 83,687 +20,222 +32%
Wells Fargo
65
Wells Fargo
California
$2.46M 82,153 +42,604 +108%
PAG
66
Pinnacle Advisory Group
Maryland
$2.34M 78,058 +11,090 +17%
SC
67
Savant Capital
Illinois
$2.24M 74,588 +7,027 +10%
CWM
68
Cahaba Wealth Management
Georgia
$2.21M 73,520 -1,336 -2%
APC
69
Aspire Private Capital
North Carolina
$2.15M 71,814 -1,595 -2%
OWA
70
Outlook Wealth Advisors
Texas
$2.06M 68,590 +392 +0.6%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.01M 66,844 -39,377 -37%
CA
72
Continuum Advisory
Idaho
$1.94M 65,742 +5,821 +10%
AWA
73
Arete Wealth Advisors
Illinois
$1.86M 62,059 +24 +0%
CPA
74
Clear Perspective Advisors
Illinois
$1.73M 56,980 +30,581 +116%
IWA
75
Inspirion Wealth Advisors
Illinois
$1.67M 55,678 +1,032 +2%
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3
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