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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$281M
2
Creative Planning
2
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.64M
4
MIS
4
Morningstar Investment Services
Illinois
$17M
5
PAG
5
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$0
2
GC
2
Grimes & Company
Massachusetts
$43.7M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
VA
4
Valmark Advisers
Ohio
$187M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
51
Managed Account Services
Florida
$3.98M -$139K -4,662 -3%
LFPWM
52
Leicht Financial Planning & Wealth Management
New Jersey
$3.8M +$3.8M +138,971 New
IWM
53
IHT Wealth Management
Illinois
$3.66M +$920K +33,605 +34%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$3.6M +$113K +4,116 +3%
AWM
55
AE Wealth Management
Kansas
$3.5M -$847K -30,917 -19%
VFA
56
Valeo Financial Advisors
Indiana
$3.48M +$862K +31,489 +33%
PWG
57
Private Wealth Group
Florida
$3.47M +$3.47M +126,633 New
TF
58
TRH Financial
Iowa
$3.42M -$257K -9,387 -7%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$3.25M +$3.25M +104,519 New
FFG
60
Fullen Financial Group
Ohio
$3.19M +$54K +1,973 +2%
SS
61
Simplicity Solutions
Minnesota
$3.15M -$310K -11,312 -9%
WA
62
WBH Advisory
Maryland
$3.13M +$71.4K +2,606 +2%
SFG
63
StrategIQ Financial Group
Indiana
$3.12M -$279K -10,204 -8%
WI
64
WrapManager Inc
California
$3.06M +$761K +27,784 +33%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$3.03M -$510K -18,643 -14%
CPO
66
Cerity Partners OCIO
New York
$2.98M -$752K -27,470 -20%
SFP
67
Strategic Financial Planning
Texas
$2.88M -$62.8K -2,295 -2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.83M +$504K +18,426 +22%
FI
69
FormulaFolio Investments
Michigan
$2.79M +$1.03M +37,462 +58%
RA
70
RFG Advisory
Alabama
$2.77M +$124K +4,540 +5%
JFA
71
JNBA Financial Advisors
Minnesota
$2.75M -$9.97K -364 -0.4%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$2.71M +$59.2K +2,162 +2%
AA
73
Advisory Alpha
Michigan
$2.7M +$133K +4,570 +5%
PAG
74
Pinnacle Advisory Group
Maryland
$2.69M +$5.07K +185 +0.2%
IA
75
IFP Advisors
Florida
$2.59M +$1.57M +57,723 +154%
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