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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
2
LPL Financial
California
$207M
3
PI
3
PFS Investments
Georgia
$70M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$409M
3
SMM
3
Stadion Money Management
Georgia
$147M
4
VA
4
Valmark Advisers
Ohio
$233M
5
Charles Schwab
5
Charles Schwab
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$7.94M -$230K -5,345 -3%
IA
52
IFP Advisors
Florida
$7.75M +$1.34M +31,667 +21%
MHS
53
M Holdings Securities
Oregon
$7.5M -$10.2M -240,956 -58%
LFG
54
Larson Financial Group
Missouri
$7.46M -$678K -16,046 -8%
AWM
55
AE Wealth Management
Kansas
$7.43M +$3.68M +87,073 +98%
TF
56
TLWM Financial
Texas
$7.37M +$7.37M +174,608 New
APC
57
Aspire Private Capital
North Carolina
$7.35M +$2.18M +51,643 +42%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$7.3M +$6.17M +145,982 +549%
MML Investors Services
59
MML Investors Services
Massachusetts
$7.14M -$3.43M -81,087 -32%
WI
60
WrapManager Inc
California
$7.05M +$650K +15,377 +10%
HIM
61
Hanlon Investment Management
New Jersey
$6.84M -$498K -11,771 -7%
Ameriprise
62
Ameriprise
Minnesota
$6.53M -$105K -2,476 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$6.5M +$1.59M +37,684 +32%
CWM
64
Cahaba Wealth Management
Georgia
$6.01M -$169K -4,010 -3%
JFA
65
JNBA Financial Advisors
Minnesota
$5.93M +$239K +5,653 +4%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$5.76M -$88.3K -2,090 -2%
WA
67
WBH Advisory
Maryland
$5.72M +$402K +9,514 +8%
MAS
68
Managed Account Services
Florida
$5.68M +$30.3K +717 +0.5%
OC
69
Oarsman Capital
Wisconsin
$5.66M -$3.4M -80,444 -38%
TF
70
TRH Financial
Iowa
$5.49M +$54.1K +1,280 +1%
PWP
71
Personal Wealth Partners
Minnesota
$5.43M +$5.43M +128,339 New
VFA
72
Valeo Financial Advisors
Indiana
$5.4M -$48.4K -1,144 -0.9%
SFS
73
Sowell Financial Services
Arkansas
$5.21M +$2.3M +52,788 +79%
FFG
74
Fullen Financial Group
Ohio
$4.68M -$274K -6,491 -6%
ACM
75
AlphaStar Capital Management
North Carolina
$4.68M +$1.05M +24,919 +29%
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