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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
2
LPL Financial
California
$207M
3
PI
3
PFS Investments
Georgia
$70M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$409M
3
SMM
3
Stadion Money Management
Georgia
$147M
4
VA
4
Valmark Advisers
Ohio
$233M
5
Charles Schwab
5
Charles Schwab
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
76
Private Wealth Group
Florida
$4.65M -$199K -4,699 -4%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$4.65M -$332K -7,850 -7%
GVAG
78
Great Valley Advisor Group
Delaware
$4.62M +$3.78M +89,343 +449%
AA
79
Advisory Alpha
Michigan
$4.54M +$191K +4,514 +4%
SFP
80
Strategic Financial Planning
Texas
$4.29M -$127K -2,997 -3%
SFG
81
StrategIQ Financial Group
Indiana
$4.21M -$174K -4,117 -4%
PAS
82
Park Avenue Securities
New York
$4.18M +$946K +22,377 +29%
MIAN
83
Mariner Independent Advisor Network
Kansas
$4.06M +$1.4M +33,112 +53%
TFA
84
Tranquilli Financial Advisor
New Jersey
$3.85M +$3.85M +91,116 New
CPO
85
Cerity Partners OCIO
New York
$3.8M -$617K -14,600 -14%
GSIS
86
Global Strategic Investment Solutions
Arizona
$3.65M -$3.19M -75,542 -47%
AWA
87
Arete Wealth Advisors
Illinois
$3.64M +$358K +8,463 +11%
NC
88
NovaPoint Capital
Georgia
$3.47M +$350K +8,290 +11%
TFA
89
TPG Financial Advisors
Oregon
$3.4M -$683K -16,149 -17%
CRI
90
Colonial River Investments
Virginia
$3.35M +$248K +5,869 +8%
IWP
91
IAG Wealth Partners
Wisconsin
$3.34M -$275K -6,497 -8%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$3.26M +$2.64M +62,412 +422%
GM
93
GeoWealth Management
Illinois
$3.19M +$398K +9,417 +14%
CWM
94
Cornerstone Wealth Management
Missouri
$3.09M +$3.09M +73,193 New
RA
95
RFG Advisory
Alabama
$2.94M -$2.2M -52,063 -43%
6F
96
626 Financial
Michigan
$2.92M +$2.92M +69,454 New
MFG
97
Merit Financial Group
Georgia
$2.88M +$450K +10,647 +19%
HighTower Advisors
98
HighTower Advisors
Illinois
$2.83M +$1.87M +44,312 +196%
CW
99
CreativeOne Wealth
Kansas
$2.81M +$1.22M +28,931 +77%
SB
100
Strategic Blueprint
Georgia
$2.8M -$430K -10,183 -13%
2 3
4
5 6