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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
51
Hanlon Investment Management
New Jersey
$6.22M 173,652 -36,096 -17%
KW
52
KWB Wealth
California
$6.18M 172,495 +172,495 New
GSIS
53
Global Strategic Investment Solutions
Arizona
$5.8M 161,991 -28,872 -15%
CWM
54
Cahaba Wealth Management
Georgia
$5.75M 146,203 +164 +0.1%
Ameriprise
55
Ameriprise
Minnesota
$5.6M 157,081 +5,657 +4%
IA
56
IFP Advisors
Florida
$5.44M 151,719 +56,514 +59%
WI
57
WrapManager Inc
California
$5.42M 151,288 +39,549 +35%
LFPWM
58
Leicht Financial Planning & Wealth Management
New Jersey
$5.26M 146,921 +7,950 +6%
MAS
59
Managed Account Services
Florida
$5.26M 133,727 +635 +0.5%
IWM
60
IHT Wealth Management
Illinois
$5.19M 145,083 +11,417 +9%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.96M 138,449 +6,849 +5%
WA
62
WBH Advisory
Maryland
$4.94M 125,718 +11,328 +10%
JFA
63
JNBA Financial Advisors
Minnesota
$4.82M 134,533 +34,125 +34%
RA
64
RFG Advisory
Alabama
$4.63M 121,669 +20,396 +20%
VFA
65
Valeo Financial Advisors
Indiana
$4.62M 128,918 +1,974 +2%
TF
66
TRH Financial
Iowa
$4.61M 128,641 +3,745 +3%
APC
67
Aspire Private Capital
North Carolina
$4.38M 122,287 +85,669 +234%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$4.22M 117,749 +18,652 +19%
FFG
69
Fullen Financial Group
Ohio
$4.2M 117,175 +760 +0.7%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$4.16M 116,049 +12,712 +12%
PWG
71
Private Wealth Group
Florida
$4.11M 114,695 -11,938 -9%
BFA
72
Brown Financial Advisory
Alabama
$3.98M 111,243 +111,243 New
GWM
73
Geneos Wealth Management
Colorado
$3.79M 189,722 +132,563 +232%
CPO
74
Cerity Partners OCIO
New York
$3.74M 104,589 -4,346 -4%
SFP
75
Strategic Financial Planning
Texas
$3.74M 104,520 -698 -0.7%
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