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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

119 hedge funds and large institutions have $407M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
41
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$18.9M
2
BFG
2
Barber Financial Group
Kansas
$10.7M
3
AAS
3
Annex Advisory Services
Wisconsin
$9.67M
4
PWA
4
Peterson Wealth Advisors
Utah
$6.94M
5
FEG
5
Financial Enhancement Group
Indiana
$5.75M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
State Street
2
State Street
Massachusetts
$13.7M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
AssetMark Inc
4
AssetMark Inc
California
$40.3M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$318K +$1.65K +55 +0.5%
Stifel Financial
77
Stifel Financial
Missouri
$316K – – –
HighTower Advisors
78
HighTower Advisors
Illinois
$294K -$197K -6,570 -40%
AWA
79
Arete Wealth Advisors
Illinois
$275K +$275K +9,191 New
MCWS
80
McKinley Carter Wealth Services
West Virginia
$269K +$61.1K +2,043 +29%
NPF
81
Norris Perne & French
Michigan
$265K – – –
CWM
82
Cornerstone Wealth Management
Missouri
$261K +$261K +8,867 New
SFG
83
SNS Financial Group
Minnesota
$254K +$254K +8,489 New
NA
84
NewEdge Advisors
Louisiana
$253K +$253K +8,673 New
UAS
85
United Asset Strategies
New York
$251K +$4.25K +142 +2%
HWP
86
Hefty Wealth Partners
Indiana
$239K +$239K +7,993 New
B
87
Brightworth
Georgia
$211K +$211K +7,045 New
Truist Financial
88
Truist Financial
North Carolina
$202K +$202K +6,779 New
DSN
89
D. Scott Neal
Kentucky
$188K -$1.09M -36,273 -85%
Wells Fargo
90
Wells Fargo
California
$178K +$140K +4,672 +363%
VDFA
91
Vickerman & Driscoll Financial Advisors
Washington
$140K +$140K +4,676 New
SFM
92
Signet Financial Management
New Jersey
$123K +$123K +4,097 New
AIS
93
Accurate Investment Solutions
Pennsylvania
$122K +$72.2K +2,423 +145%
BRC
94
Bell Rock Capital
Delaware
$100K +$60.8K +2,052 +155%
SWP
95
Stratos Wealth Partners
Ohio
$87K +$87K +2,908 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K +$119 +4 +0.1%
JWA
97
JFS Wealth Advisors
Pennsylvania
$49K – – –
OIA
98
Optimum Investment Advisors
Illinois
$36K +$36K +1,200 New
IAS
99
INR Advisory Services
Pennsylvania
$34K +$34K +1,123 New
BFC
100
Bedel Financial Consulting
Indiana
$28K +$28K +921 New
1 2 3
4
5