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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
AWM
2
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
State Street
4
State Street
Massachusetts
$57.7M
5
Truist Financial
5
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$402M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
TI
5
Tidal Investments
Wisconsin
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$9.37M 225,618 +12,708 +6%
KW
52
KWB Wealth
California
$9.34M 219,173 +23,766 +12%
LFG
53
Larson Financial Group
Missouri
$8.74M 205,216 +14,177 +7%
WCM
54
Windsor Capital Management
Arizona
$8.73M 204,947 +8,752 +4%
AC
55
Alexandria Capital
Virginia
$8.69M 203,872 +1,175 +0.6%
VCM
56
Vivaldi Capital Management
Illinois
$8.2M 192,468 +2,017 +1%
WA
57
WBH Advisory
Maryland
$8.16M 191,469 +30,389 +19%
CAN
58
Cetera Advisor Networks
California
$7.51M 176,221 +33,168 +23%
TF
59
TLWM Financial
Texas
$7.5M 176,119 +1,817 +1%
ICM
60
Islay Capital Management
Texas
$7.48M 175,524 -11,740 -6%
Morgan Stanley
61
Morgan Stanley
New York
$7.47M 175,311 -43,513 -20%
Ameriprise
62
Ameriprise
Minnesota
$7.41M 173,692 +9,244 +6%
MML Investors Services
63
MML Investors Services
Massachusetts
$7.32M 171,737 +1,037 +0.6%
WI
64
WrapManager Inc
California
$7.01M 164,449 +5,361 +3%
APC
65
Aspire Private Capital
North Carolina
$6.82M 159,996 +52,509 +49%
BlackRock
66
BlackRock
New York
$5.97M 140,200 +31,620 +29%
OC
67
Oarsman Capital
Wisconsin
$5.97M 140,180 +3 +0%
AWA
68
Arete Wealth Advisors
Illinois
$5.91M 138,678 +46,566 +51%
HIM
69
Hanlon Investment Management
New Jersey
$5.48M 128,735 -15,610 -11%
JFA
70
JNBA Financial Advisors
Minnesota
$5.42M 127,297 -13,005 -9%
CWM
71
Cahaba Wealth Management
Georgia
$5.37M 126,089 +199 +0.2%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$5.37M 125,962 +25,063 +25%
VFA
73
Valeo Financial Advisors
Indiana
$5.14M 120,732 -1,663 -1%
PWG
74
Private Wealth Group
Florida
$5.1M 119,657 +1,704 +1%
MAS
75
Managed Account Services
Florida
$4.88M 114,512 -15,989 -12%
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