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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$218M
2
LPL Financial
2
LPL Financial
California
$247M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$442M
4
CW
4
CreativeOne Wealth
Kansas
$11.1M
5
PWP
5
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.96M
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$4.75M 108,073 +62,061 +135%
APC
77
Aspire Private Capital
North Carolina
$4.72M 107,487 -66,443 -38%
CWM
78
Cornerstone Wealth Management
Missouri
$4.7M 106,899 +33,706 +46%
SFP
79
Strategic Financial Planning
Texas
$4.55M 103,512 +1,989 +2%
FGAM
80
Financial Gravity Asset Management
Texas
$4.44M 100,983 +1,514 +2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$4.43M 100,899 -71,690 -42%
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$4.34M 99,007 -10,892 -10%
SFG
83
StrategIQ Financial Group
Indiana
$4.26M 96,827 -2,870 -3%
AA
84
Advisory Alpha
Michigan
$4.23M 96,230 -11,218 -10%
PAS
85
Park Avenue Securities
New York
$4.19M 95,315 -3,671 -4%
AWA
86
Arete Wealth Advisors
Illinois
$4.04M 92,112 +6,123 +7%
GWM
87
Geneos Wealth Management
Colorado
$3.99M 91,146 -93,231 -51%
NC
88
NovaPoint Capital
Georgia
$3.9M 88,783 +6,630 +8%
CPO
89
Cerity Partners OCIO
New York
$3.9M 88,723 -1,266 -1%
CRI
90
Colonial River Investments
Virginia
$3.73M 84,834 +5,565 +7%
IWC
91
Integrated Wealth Concepts
Massachusetts
$3.54M 80,550 +17,049 +27%
BCM
92
Brookstone Capital Management
Illinois
$3.53M 82,504 +82,504 New
MFG
93
Merit Financial Group
Georgia
$3.36M 76,477 +8,451 +12%
SFI
94
SPC Financial Inc
Maryland
$3.24M 73,823 +25,552 +53%
IWP
95
IAG Wealth Partners
Wisconsin
$3.17M 72,212 -6,663 -8%
SCA
96
Snowden Capital Advisors
New York
$3.11M 70,847 +17,555 +33%
TFA
97
TPG Financial Advisors
Oregon
$2.99M 68,021 -12,346 -15%
HI
98
Horizon Investments
North Carolina
$2.96M 67,330 -2,290,058 -97%
FHC
99
First Heartland Consultants
Missouri
$2.93M 66,758 +17,032 +34%
RA
100
RFG Advisory
Alabama
$2.92M 66,497 -3,109 -4%
2 3
4
5 6