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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
GF
77
Goodman Financial
Texas
$1.38M 45,119 +3,389 +8%
VIM
78
Vista Investment Management
Pennsylvania
$1.35M 44,038 +4,702 +12%
AIS
79
American Investment Services
Massachusetts
$1.33M 43,301 +1,007 +2%
TCM
80
Towercrest Capital Management
Pennsylvania
$1.3M 42,323 -1,041 -2%
AWMG
81
Alliance Wealth Management Group
New Jersey
$1.27M 41,526 -1,838 -4%
MGIA
82
Moneta Group Investment Advisors
Missouri
$1.22M 39,817 -124,490 -76%
Wells Fargo
83
Wells Fargo
California
$1.21M 39,549 +4,079 +11%
SAM
84
Securian Asset Management
Minnesota
$1.16M 37,740 – –
LI
85
LVZ Inc
Michigan
$1.15M 37,414 +2,304 +7%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$1.14M 37,351 -1,153 -3%
RA
87
RFG Advisory
Alabama
$1.14M 37,171 +3,603 +11%
TRCT
88
Tower Research Capital (TRC)
New York
$1.13M 37,020 +9,219 +33%
AC
89
Alexandria Capital
Virginia
$1.12M 36,622 +7,820 +27%
GSC
90
G&S Capital
Colorado
$1.02M 33,396 +4,745 +17%
UCFA
91
United Capital Financial Advisors
Texas
$981K 32,012 +21,320 +199%
AF
92
Advisornet Financial
Minnesota
$934K 30,495 +9,225 +43%
CI
93
CX Institutional
Indiana
$926K 30,221 +3,980 +15%
BWFA
94
Baltimore-Washington Financial Advisors
Maryland
$925K 30,196 +13,689 +83%
FWM
95
Frontier Wealth Management
Missouri
$907K 29,587 +8,148 +38%
EGA
96
E&G Advisors
Texas
$816K 26,638 -2,235 -8%
GWM
97
Geneos Wealth Management
Colorado
$809K 26,432 -1,641 -6%
CPA
98
Clear Perspective Advisors
Illinois
$809K 26,399 +9,134 +53%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
– – – –
MML Investors Services
100
MML Investors Services
Massachusetts
$780K 25,463 +1,413 +6%
2 3
4
5 6