SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

205 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
19
Increased
105
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
GC
2
Grimes & Company
Massachusetts
$31.8M
3
SS
3
Simplicity Solutions
Minnesota
$16.5M
4
AWM
4
AE Wealth Management
Kansas
$16.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$18.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
AssetMark Inc
3
AssetMark Inc
California
$22.8M
4
GI
4
Gradient Investments
Minnesota
$6.73M
5
AWM
5
Affinity Wealth Management
Delaware
$622K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$1.27M 41,958 +7,811 +23%
GF
77
Goodman Financial
Texas
$1.26M 41,730 -735 -2%
APC
78
Aspire Private Capital
North Carolina
$1.23M 40,624 -72,397 -64%
VIM
79
Vista Investment Management
Pennsylvania
$1.19M 39,336 +12,047 +44%
CA
80
Continuum Advisory
Idaho
$1.17M 38,355 -21,934 -36%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$1.16M 38,504 +1,344 +4%
SFS
82
Sowell Financial Services
Arkansas
$1.16M 38,210 -742 -2%
SAM
83
Securian Asset Management
Minnesota
$1.14M 37,740 – –
Wells Fargo
84
Wells Fargo
California
$1.07M 35,470 +103 +0.3%
LI
85
LVZ Inc
Michigan
$1.06M 35,110 +15,855 +82%
Citadel Advisors
86
Citadel Advisors
Florida
$1.06M 34,905 -119,590 -77%
RA
87
RFG Advisory
Alabama
$1.01M 33,568 -9,634 -22%
EGA
88
E&G Advisors
Texas
$873K 28,873 -1,772 -6%
VC
89
Vicus Capital
Pennsylvania
$873K 2,887 +2,887 New
AC
90
Alexandria Capital
Virginia
$870K 28,802 +6,114 +27%
GSC
91
G&S Capital
Colorado
$866K 28,651 +903 +3%
Jane Street
92
Jane Street
New York
$851K 28,135 +10,095 +56%
GWM
93
Geneos Wealth Management
Colorado
$848K 28,073 +21,517 +328%
TRCT
94
Tower Research Capital (TRC)
New York
$840K 27,801 +23,006 +480%
CI
95
CX Institutional
Indiana
$793K 26,241 +2,779 +12%
MA
96
Mutual Advisors
Nebraska
$743K 24,588 -65,706 -73%
MML Investors Services
97
MML Investors Services
Massachusetts
$727K 24,050 +1,466 +6%
SFG
98
SNS Financial Group
Minnesota
$708K 23,423 -379 -2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
– – – –
FWM
100
Frontier Wealth Management
Missouri
$648K 21,439 +10,549 +97%
2 3
4
5 6