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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M
2
GC
2
Grimes & Company
Massachusetts
$51.5M
3
VA
3
Valmark Advisers
Ohio
$188M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.22M
2
SS
2
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
3
AssetMark Inc
California
$18.1M
4
MWM
4
MBE Wealth Management
Wisconsin
$377K
5
BC
5
Brio Consultants
California
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
51
Global Financial Private Capital
Florida
$3.86M -$2.15M -80,996 -36%
MAS
52
Managed Account Services
Florida
$3.75M -$456K -16,715 -11%
Ameriprise
53
Ameriprise
Minnesota
$3.72M -$3.31M -124,429 -47%
CPO
54
Cerity Partners OCIO
New York
$3.62M +$3.62M +136,405 New
SB
55
Strategic Blueprint
Georgia
$3.57M -$598K -22,502 -14%
TF
56
TRH Financial
Iowa
$3.51M +$3.51M +134,283 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$3.43M -$2.06M -77,473 -37%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$3.39M +$379K +14,284 +13%
HIM
59
Hanlon Investment Management
New Jersey
$3.36M +$43.4K +1,633 +1%
SS
60
Simplicity Solutions
Minnesota
$3.36M -$27.6M -1,038,482 -89%
OC
61
Oarsman Capital
Wisconsin
$3.31M +$1.33M +49,903 +67%
SFG
62
StrategIQ Financial Group
Indiana
$3.3M -$520K -19,571 -14%
FFG
63
Fullen Financial Group
Ohio
$3.04M +$3.04M +114,442 New
WA
64
WBH Advisory
Maryland
$2.97M +$649K +24,420 +28%
SFP
65
Strategic Financial Planning
Texas
$2.86M +$1.33M +49,977 +87%
JFA
66
JNBA Financial Advisors
Minnesota
$2.68M +$478K +18,005 +22%
IWM
67
IHT Wealth Management
Illinois
$2.66M +$2.03M +76,308 +321%
AA
68
Advisory Alpha
Michigan
$2.61M +$131K +4,439 +5%
PAG
69
Pinnacle Advisory Group
Maryland
$2.6M +$139K +5,243 +6%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$2.58M -$755K -28,405 -23%
RA
71
RFG Advisory
Alabama
$2.57M +$804K +30,273 +46%
AWA
72
Arete Wealth Advisors
Illinois
$2.55M +$1.88M +70,831 +283%
VFA
73
Valeo Financial Advisors
Indiana
$2.54M +$2.54M +95,455 New
IWP
74
IAG Wealth Partners
Wisconsin
$2.42M +$1.6M +60,307 +196%
EH
75
Equitable Holdings
New York
$2.41M +$2.41M +90,590 New
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3
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