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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$281M
2
Creative Planning
2
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.64M
4
MIS
4
Morningstar Investment Services
Illinois
$17M
5
PAG
5
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$0
2
GC
2
Grimes & Company
Massachusetts
$43.7M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
VA
4
Valmark Advisers
Ohio
$187M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
76
IAG Wealth Partners
Wisconsin
$2.45M 89,325 -1,811 -2%
MIAN
77
Mariner Independent Advisor Network
Kansas
$2.37M 86,449 +1,258 +1%
FSWA
78
Financial Synergies Wealth Advisors
Texas
$2.35M 85,823 +85,823 New
TFA
79
TPG Financial Advisors
Oregon
$2.24M 81,861 -8,570 -9%
SB
80
Strategic Blueprint
Georgia
$2.23M 81,441 -53,050 -39%
AWA
81
Arete Wealth Advisors
Illinois
$1.99M 71,092 -24,807 -26%
NC
82
NovaPoint Capital
Georgia
$1.96M 71,565 +6,843 +11%
ACM
83
AlphaStar Capital Management
North Carolina
$1.85M 63,269 -170,644 -73%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$1.83M 66,661 -1,178 -2%
TCM
85
Towercrest Capital Management
Pennsylvania
$1.75M 63,841 -6,950 -10%
SC
86
Savant Capital
Illinois
$1.72M 62,849 -5,011 -7%
SAM
87
Securian Asset Management
Minnesota
$1.72M 62,695 +21,900 +54%
GBBWRPM
88
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.64M 59,729 +1,156 +2%
GWM
89
Geneos Wealth Management
Colorado
$1.53M 57,159 +6,053 +12%
PAS
90
Park Avenue Securities
New York
$1.52M 55,655 +11,120 +25%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
– – – –
GF
92
Goodman Financial
Texas
$1.45M 52,916 +1,534 +3%
BI
93
Ballast Inc
Kentucky
$1.44M 52,637 -7,495 -12%
AWMG
94
Alliance Wealth Management Group
New Jersey
$1.43M 52,069 -7,170 -12%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
SCA
96
Snowden Capital Advisors
New York
$1.39M 50,908 -3,844 -7%
CI
97
CX Institutional
Indiana
$1.38M 50,213 -1,042 -2%
SFI
98
SPC Financial Inc
Maryland
$1.35M 49,349 +49,349 New
MFT
99
Moisand Fitzgerald Tamayo
Florida
$1.35M 49,316 -3,677 -7%
CF
100
Centaurus Financial
California
$1.35M 49,107 +3,629 +8%
2 3
4
5 6