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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Alexandria Capital
Virginia
$1.43M 65,479 +4,591 +8%
BI
77
Ballast Inc
Kentucky
$1.41M 64,668 +9,137 +16%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
FI
79
FormulaFolio Investments
Michigan
$1.39M 63,453 -218,982 -78%
Goldman Sachs
80
Goldman Sachs
New York
$1.29M 58,917 +22,997 +64%
FAAM
81
First Ascent Asset Management
Colorado
$1.26M 57,833 +3,278 +6%
SFP
82
Strategic Financial Planning
Texas
$1.26M 57,536 +18,085 +46%
SCA
83
Snowden Capital Advisors
New York
$1.22M 55,758 +252 +0.5%
OWA
84
Outlook Wealth Advisors
Texas
$1.2M 54,802 +3,252 +6%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$1.2M 54,775 +15,316 +39%
GC
86
Grimes & Company
Massachusetts
$1.18M 53,961 -1,448,637 -96%
TCM
87
Towercrest Capital Management
Pennsylvania
$1.17M 53,643 +6,074 +13%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$1.17M 53,565 +10,927 +26%
CA
89
Continuum Advisory
Idaho
$1.13M 55,596 -14,950 -21%
GBBWRPM
90
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.12M 51,278 +38,663 +306%
KBFS
91
Kohmann Bosshard Financial Services
Ohio
$1.06M 48,507 -58,048 -54%
LW
92
Linscomb Wealth
Texas
$1.04M 47,665 -1,531 -3%
UCFA
93
United Capital Financial Advisors
Texas
$1.02M 46,706 +16,132 +53%
CI
94
CX Institutional
Indiana
$1.01M 46,114 +15,225 +49%
GF
95
Goodman Financial
Texas
$978K 44,773 +2,338 +6%
AWMG
96
Alliance Wealth Management Group
New Jersey
$972K 44,507 -550 -1%
GM
97
GeoWealth Management
Illinois
$950K 43,518 -2,969 -6%
AFG
98
Affinia Financial Group
Massachusetts
$936K 42,841 +42,841 New
MIAN
99
Mariner Independent Advisor Network
Kansas
$933K 45,914 +45,914 New
NC
100
NovaPoint Capital
Georgia
$919K 42,094 +27,944 +197%
2 3
4
5 6