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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

260 hedge funds and large institutions have $1.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
260
Holders Change
+49
Holders Change %
+23.22%
% of All Funds
5.13%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
69
Increased
106
Reduced
66
Closed
19
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$36.5M
2
GC
2
Grimes & Company
Massachusetts
$49M
3
Creative Planning
3
Creative Planning
Kansas
$37.3M
4
MIS
4
Morningstar Investment Services
Illinois
$6.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.28M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.22M
2
CSIA
2
Charles Schwab Investment Advisory
California
$166M
3
State Street
3
State Street
Massachusetts
$0
4
IA
4
IFP Advisors
Florida
$2.29M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.97M +$1.71M +52,446 +664%
IWA
77
Inspirion Wealth Advisors
Illinois
$1.85M +$30.6K +937 +2%
SCA
78
Snowden Capital Advisors
New York
$1.81M -$1.13M -34,771 -39%
BI
79
Ballast Inc
Kentucky
$1.81M +$151K +4,645 +9%
FAAM
80
First Ascent Asset Management
Colorado
$1.78M +$1.78M +54,555 New
LI
81
LVZ Inc
Michigan
$1.75M +$2.35K +72 +0.1%
OWA
82
Outlook Wealth Advisors
Texas
$1.68M -$556K -17,040 -25%
W
83
Wealthquest
Ohio
$1.67M -$144K -4,411 -8%
ICM
84
Islay Capital Management
Texas
$1.67M +$1.67M +51,051 New
LFA
85
Legend Financial Advisors
Pennsylvania
$1.66M +$163 +5 +0%
NFG
86
Next Financial Group
Texas
$1.61M +$30.9K +946 +2%
LW
87
Linscomb Wealth
Texas
$1.61M +$1.61M +49,196 New
TCM
88
Towercrest Capital Management
Pennsylvania
$1.55M +$30.7K +941 +2%
AIS
89
American Investment Services
Massachusetts
$1.53M +$30K +920 +2%
VIM
90
Vista Investment Management
Pennsylvania
$1.53M -$3.2K -98 -0.2%
GM
91
GeoWealth Management
Illinois
$1.52M -$2.46M -75,385 -62%
AWMG
92
Alliance Wealth Management Group
New Jersey
$1.47M +$29.3K +899 +2%
RA
93
RFG Advisory
Alabama
$1.41M +$119K +3,660 +9%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
JFA
95
JNBA Financial Advisors
Minnesota
$1.39M -$136K -4,173 -9%
BWFA
96
Baltimore-Washington Financial Advisors
Maryland
$1.39M +$163K +4,989 +13%
GF
97
Goodman Financial
Texas
$1.39M -$111K -3,409 -7%
SFS
98
Sowell Financial Services
Arkansas
$1.35M -$127K -3,880 -9%
GSC
99
G&S Capital
Colorado
$1.33M +$157K +4,801 +13%
MFT
100
Moisand Fitzgerald Tamayo
Florida
$1.29M +$25.4K +778 +2%
2 3
4
5 6