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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
W
76
Wealthquest
Ohio
$1.67M 55,641 -10,153 -15%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.61M 53,652 -1,908 -3%
LI
78
LVZ Inc
Michigan
$1.61M 53,544 +16,130 +43%
WPSG
79
Wealth & Pension Services Group
Georgia
$1.53M 51,138 +653 +1%
BI
80
Ballast Inc
Kentucky
$1.53M 50,886 +980 +2%
LFA
81
Legend Financial Advisors
Pennsylvania
$1.52M 50,707 +2,344 +5%
NFG
82
Next Financial Group
Texas
$1.45M 48,452 +47,674 +6,128%
JFA
83
JNBA Financial Advisors
Minnesota
$1.41M 46,832 +415 +0.9%
VIM
84
Vista Investment Management
Pennsylvania
$1.41M 46,825 +2,787 +6%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
TCM
86
Towercrest Capital Management
Pennsylvania
$1.4M 46,628 +4,305 +10%
AIS
87
American Investment Services
Massachusetts
$1.38M 46,055 +2,754 +6%
GF
88
Goodman Financial
Texas
$1.38M 45,844 +725 +2%
SFS
89
Sowell Financial Services
Arkansas
$1.36M 45,269 +45,269 New
AWMG
90
Alliance Wealth Management Group
New Jersey
$1.33M 44,158 +2,632 +6%
RA
91
RFG Advisory
Alabama
$1.19M 39,593 +2,422 +7%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$1.16M 38,681 +1,330 +4%
AC
93
Alexandria Capital
Virginia
$1.13M 37,812 +1,190 +3%
SAM
94
Securian Asset Management
Minnesota
$1.13M 37,740 – –
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$1.13M 37,649 +7,453 +25%
MGIA
96
Moneta Group Investment Advisors
Missouri
$1.1M 36,600 -3,217 -8%
GSC
97
G&S Capital
Colorado
$1.08M 36,034 +2,638 +8%
CI
98
CX Institutional
Indiana
$1.03M 34,429 +4,208 +14%
AF
99
Advisornet Financial
Minnesota
$1.02M 33,957 +3,462 +11%
UCFA
100
United Capital Financial Advisors
Texas
$948K 31,587 -425 -1%
2 3
4
5 6