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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M
2
GC
2
Grimes & Company
Massachusetts
$51.5M
3
VA
3
Valmark Advisers
Ohio
$188M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.22M
2
SS
2
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
3
AssetMark Inc
California
$18.1M
4
MWM
4
MBE Wealth Management
Wisconsin
$377K
5
BC
5
Brio Consultants
California
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
TPG Financial Advisors
Oregon
$2.4M 90,431 +11,617 +15%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.27M 85,465 +85,465 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.26M 84,911 +7,642 +10%
MIAN
79
Mariner Independent Advisor Network
Kansas
$2.24M 85,191 +39,277 +86%
WI
80
WrapManager Inc
California
$2.23M 83,955 -104,041 -55%
CW
81
CreativeOne Wealth
Kansas
$2.08M 78,184 -25,194 -24%
TCM
82
Towercrest Capital Management
Pennsylvania
$1.88M 70,791 +17,148 +32%
SC
83
Savant Capital
Illinois
$1.8M 67,860 -3,293 -5%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$1.8M 67,839 +14,274 +27%
NC
85
NovaPoint Capital
Georgia
$1.72M 64,722 +22,628 +54%
FI
86
FormulaFolio Investments
Michigan
$1.71M 64,311 +858 +1%
BI
87
Ballast Inc
Kentucky
$1.6M 60,132 -4,536 -7%
AWMG
88
Alliance Wealth Management Group
New Jersey
$1.57M 59,239 +14,732 +33%
GBBWRPM
89
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.56M 58,573 +7,295 +14%
SCA
90
Snowden Capital Advisors
New York
$1.45M 54,752 -1,006 -2%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$1.41M 52,993 -1,782 -3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
OWA
93
Outlook Wealth Advisors
Texas
$1.38M 51,856 -2,946 -5%
GF
94
Goodman Financial
Texas
$1.37M 51,382 +6,609 +15%
CI
95
CX Institutional
Indiana
$1.36M 51,255 +5,141 +11%
Jane Street
96
Jane Street
New York
$1.36M 51,144 +51,144 New
UCFA
97
United Capital Financial Advisors
Texas
$1.3M 48,795 +2,089 +4%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$1.29M 48,507 – –
GWM
99
Geneos Wealth Management
Colorado
$1.29M 51,106 +13,925 +37%
CF
100
Centaurus Financial
California
$1.21M 45,478 +5,109 +13%
2 3
4
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