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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

260 hedge funds and large institutions have $1.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
260
Holders Change
+49
Holders Change %
+23.22%
% of All Funds
5.13%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
69
Increased
106
Reduced
66
Closed
19
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$36.5M
2
GC
2
Grimes & Company
Massachusetts
$49M
3
Creative Planning
3
Creative Planning
Kansas
$37.3M
4
MIS
4
Morningstar Investment Services
Illinois
$6.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.28M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.22M
2
CSIA
2
Charles Schwab Investment Advisory
California
$166M
3
State Street
3
State Street
Massachusetts
$0
4
IA
4
IFP Advisors
Florida
$2.29M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$4.18M 128,190 -2,907 -2%
EFL
52
ERn Financial LLC
Wisconsin
$4.11M 126,082 +4,147 +3%
CW
53
CreativeOne Wealth
Kansas
$3.69M 113,196 +14,312 +14%
FFG
54
Frisch Financial Group
New York
$3.67M 112,469 -133 -0.1%
MAS
55
Managed Account Services
Florida
$3.66M 112,248 +6,211 +6%
RFM
56
Royal Fund Management
Florida
$3.57M 109,363 +7,034 +7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.55M 108,812 -24,986 -19%
Truist Financial
58
Truist Financial
North Carolina
$3.51M 107,428 +8,487 +9%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$3.48M 106,555 +4 +0%
Financial Engines Advisors
60
Financial Engines Advisors
California
$3.36M 102,826 +102,826 New
OC
61
Oarsman Capital
Wisconsin
$3.22M 98,524 +3,475 +4%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$3.12M 95,459 +28,615 +43%
GWMIA
63
Global Wealth Management Investment Advisory
Florida
$3.01M 92,285 -391 -0.4%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$2.91M 89,226 +89,226 New
TFA
65
TPG Financial Advisors
Oregon
$2.91M 89,138 +5,451 +7%
Wells Fargo
66
Wells Fargo
California
$2.65M 81,317 -836 -1%
PAG
67
Pinnacle Advisory Group
Maryland
$2.64M 80,895 +2,837 +4%
VBFP
68
Valtinson Bruner Financial Planning
Minnesota
$2.59M 79,519 -37,087 -32%
CWM
69
Cahaba Wealth Management
Georgia
$2.42M 74,077 +557 +0.8%
SC
70
Savant Capital
Illinois
$2.41M 73,795 -793 -1%
CA
71
Continuum Advisory
Idaho
$2.3M 70,546 +4,804 +7%
IA
72
IFP Advisors
Florida
$2.29M 70,101 -85,126 -55%
APC
73
Aspire Private Capital
North Carolina
$2.27M 69,462 -2,352 -3%
AWA
74
Arete Wealth Advisors
Illinois
$2.09M 64,025 +1,966 +3%
AC
75
Alexandria Capital
Virginia
$1.99M 60,888 +23,076 +61%
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