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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$10M 223,720 -565,405 -72%
LFG
52
Larson Financial Group
Missouri
$9.98M 223,308 +18,092 +9%
CAN
53
Cetera Advisor Networks
California
$9.68M 216,662 +40,441 +23%
WCM
54
Windsor Capital Management
Arizona
$9.6M 214,702 +9,755 +5%
DJSG
55
D.J. St. Germain
Massachusetts
$9.54M 213,384 +112,085 +111%
Ameriprise
56
Ameriprise
Minnesota
$9.32M 208,580 +34,888 +20%
WA
57
WBH Advisory
Maryland
$8.81M 197,089 +5,620 +3%
ACM
58
AlphaStar Capital Management
North Carolina
$8.77M 198,153 -55,732 -22%
VCM
59
Vivaldi Capital Management
Illinois
$8.55M 191,252 -1,216 -0.6%
HIM
60
Hanlon Investment Management
New Jersey
$8.13M 181,844 +53,109 +41%
MML Investors Services
61
MML Investors Services
Massachusetts
$8.1M 181,217 +9,480 +6%
TF
62
TLWM Financial
Texas
$7.94M 177,692 +1,573 +0.9%
WI
63
WrapManager Inc
California
$7.73M 173,026 +8,577 +5%
AWA
64
Arete Wealth Advisors
Illinois
$7.34M 162,389 +23,711 +17%
OC
65
Oarsman Capital
Wisconsin
$7.01M 156,799 +16,619 +12%
VFA
66
Valeo Financial Advisors
Indiana
$6.64M 148,677 +27,945 +23%
Amundi
67
Amundi
France
$6.44M 146,186 +146,186 New
CI
68
CX Institutional
Indiana
$6.23M 139,330 +138,488 +16,448%
AWM
69
Avior Wealth Management
Nebraska
$6.19M 138,418 -125,304 -48%
BlackRock
70
BlackRock
New York
$6.11M 136,664 -3,536 -3%
AA
71
Advisory Alpha
Michigan
$6.09M 136,234 +37,863 +38%
BOC
72
Bull Oak Capital
California
$5.96M 133,345 +133,345 New
MA
73
MJP Associates
Connecticut
$5.85M 129,501 +18,720 +17%
5L
74
55I LLC
Massachusetts
$5.79M 129,606 +27,599 +27%
AFP
75
Ausdal Financial Partners
Iowa
$5.61M 125,447 +104,934 +512%
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