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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cahaba Wealth Management
Georgia
$5.54M 123,882 -2,207 -2%
JFA
77
JNBA Financial Advisors
Minnesota
$5.53M 123,647 -3,650 -3%
PAS
78
Park Avenue Securities
New York
$5.29M 118,450 +8,791 +8%
IA
79
IFP Advisors
Florida
$5.24M 116,683 -138,805 -54%
SFS
80
Security Financial Services
Indiana
$5.23M 116,999 +116,999 New
APC
81
Aspire Private Capital
North Carolina
$5.23M 116,991 -43,005 -27%
PWG
82
Private Wealth Group
Florida
$5.15M 115,257 -4,400 -4%
CWM
83
Cornerstone Wealth Management
Missouri
$5.01M 112,476 +4,555 +4%
GWM
84
Geneos Wealth Management
Colorado
$4.93M 110,310 +10,962 +11%
IWC
85
Integrated Wealth Concepts
Massachusetts
$4.89M 109,458 +12,882 +13%
FFG
86
Fullen Financial Group
Ohio
$4.84M 108,242 +80 +0.1%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$4.8M 107,298 -760 -0.7%
SFP
88
Strategic Financial Planning
Texas
$4.64M 103,767 +1,508 +1%
EH
89
Equitable Holdings
New York
$4.63M 103,695 +70,110 +209%
FHA
90
Flagship Harbor Advisors
Massachusetts
$4.58M 102,525 +79,519 +346%
ICM
91
Islay Capital Management
Texas
$4.57M 102,342 -73,182 -42%
SCA
92
Snowden Capital Advisors
New York
$4.44M 99,261 +21,028 +27%
NC
93
NovaPoint Capital
Georgia
$4.39M 98,167 +5,617 +6%
CRI
94
Colonial River Investments
Virginia
$4.3M 96,108 +96,108 New
PA
95
PSI Advisors
Florida
$4.29M 95,945 +17,621 +22%
SFG
96
StrategIQ Financial Group
Indiana
$4.25M 95,085 +817 +0.9%
DWM
97
Doyle Wealth Management
Florida
$4.12M 92,184 +11,437 +14%
CPO
98
Cerity Partners OCIO
New York
$3.96M 88,616 +404 +0.5%
FZCM
99
Flynn Zito Capital Management
New York
$3.86M 86,373 +86,373 New
HA
100
Hofer & Associates
California
$3.85M 86,045 +86,045 New
2 3
4
5 6