SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
AWM
2
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
State Street
4
State Street
Massachusetts
$57.7M
5
Truist Financial
5
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$402M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
TI
5
Tidal Investments
Wisconsin
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
MJP Associates
Connecticut
$4.72M 110,781 +47,705 +76%
PAS
77
Park Avenue Securities
New York
$4.67M 109,659 +14,344 +15%
FFG
78
Fullen Financial Group
Ohio
$4.65M 108,162 -2,773 -2%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$4.6M 108,058 -15 -0%
CWM
80
Cornerstone Wealth Management
Missouri
$4.6M 107,921 +1,022 +1%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$4.5M 105,638 +105,638 New
SFP
82
Strategic Financial Planning
Texas
$4.36M 102,259 -1,253 -1%
5L
83
55I LLC
Massachusetts
$4.35M 102,007 +37,046 +57%
DJSG
84
D.J. St. Germain
Massachusetts
$4.32M 101,299 +41,986 +71%
GWM
85
Geneos Wealth Management
Colorado
$4.31M 99,348 +8,202 +9%
AA
86
Advisory Alpha
Michigan
$4.19M 98,371 +2,141 +2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$4.11M 96,576 +16,026 +20%
SFG
88
StrategIQ Financial Group
Indiana
$4.02M 94,268 -2,559 -3%
NC
89
NovaPoint Capital
Georgia
$3.94M 92,550 +3,767 +4%
MIAN
90
Mariner Independent Advisor Network
Kansas
$3.77M 88,595 -30,616 -26%
CPO
91
Cerity Partners OCIO
New York
$3.76M 88,212 -511 -0.6%
TF
92
TRH Financial
Iowa
$3.62M 84,951 -43,182 -34%
SS
93
Simplicity Solutions
Minnesota
$3.46M 81,242 +37,101 +84%
DWM
94
Doyle Wealth Management
Florida
$3.44M 80,747 +15,244 +23%
TFA
95
TPG Financial Advisors
Oregon
$3.4M 79,899 +11,878 +17%
PFG
96
Pacific Financial Group
Washington
$3.37M 79,110 +37,799 +91%
PA
97
PSI Advisors
Florida
$3.34M 78,324 +17,856 +30%
SCA
98
Snowden Capital Advisors
New York
$3.33M 78,233 +7,386 +10%
MFG
99
Merit Financial Group
Georgia
$3.3M 77,443 +966 +1%
BCM
100
Brookstone Capital Management
Illinois
$3.3M 76,178 -6,326 -8%
2 3
4
5 6