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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
51
StrategIQ Financial Group
Indiana
$3.14M 143,690 -13,552 -9%
RFM
52
Royal Fund Management
Florida
$3.09M 141,346 +31,983 +29%
MAS
53
Managed Account Services
Florida
$3.07M 154,469 +42,221 +38%
SWP
54
Stratos Wealth Partners
Ohio
$2.99M 136,882 +129,555 +1,768%
FFG
55
Frisch Financial Group
New York
$2.81M 128,750 +16,281 +14%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$2.74M 125,340 +36,114 +40%
HIM
57
Hanlon Investment Management
New Jersey
$2.73M 124,962 -184,122 -60%
Truist Financial
58
Truist Financial
North Carolina
$2.73M 124,842 +17,414 +16%
CWM
59
Cahaba Wealth Management
Georgia
$2.68M 122,649 +48,572 +66%
EFL
60
ERn Financial LLC
Wisconsin
$2.63M 120,189 -5,893 -5%
Wells Fargo
61
Wells Fargo
California
$2.57M 117,824 +36,507 +45%
NAS
62
Nicolet Advisory Services
Wisconsin
$2.54M 116,375 -32,844 -22%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.47M 113,200 +4,388 +4%
CW
64
CreativeOne Wealth
Kansas
$2.26M 103,378 -9,818 -9%
PAG
65
Pinnacle Advisory Group
Maryland
$2.03M 92,714 +11,819 +15%
V
66
Veritable
Delaware
$2.02M 92,370 +92,370 New
GWMIA
67
Global Wealth Management Investment Advisory
Florida
$1.94M 89,032 -3,253 -4%
AA
68
Advisory Alpha
Michigan
$1.9M 83,939 -522,843 -86%
JFA
69
JNBA Financial Advisors
Minnesota
$1.81M 82,767 +40,108 +94%
TFA
70
TPG Financial Advisors
Oregon
$1.72M 78,814 -10,324 -12%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.69M 77,269 -192,193 -71%
OC
72
Oarsman Capital
Wisconsin
$1.63M 74,703 -23,821 -24%
SC
73
Savant Capital
Illinois
$1.55M 71,153 -2,642 -4%
APC
74
Aspire Private Capital
North Carolina
$1.54M 70,541 +1,079 +2%
RA
75
RFG Advisory
Alabama
$1.45M 66,460 +23,207 +54%
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