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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

119 hedge funds and large institutions have $407M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.73%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
41
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$18.9M
2
BFG
2
Barber Financial Group
Kansas
$10.7M
3
AAS
3
Annex Advisory Services
Wisconsin
$9.67M
4
PWA
4
Peterson Wealth Advisors
Utah
$6.94M
5
FEG
5
Financial Enhancement Group
Indiana
$5.75M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
State Street
2
State Street
Massachusetts
$13.7M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
AssetMark Inc
4
AssetMark Inc
California
$40.3M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Strategic Wealth Partners
Ohio
$27K -$1.58K -52 -6%
GWM
102
Geneos Wealth Management
Colorado
$22K +$4.37K +152 +25%
SWMG
103
Signature Wealth Management Group
Georgia
$19K – – –
WAM
104
Watermark Asset Management
California
$17K +$17K +575 New
GBBWRPM
105
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$6.28K +212 +65%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$15K +$11.2K +372 +295%
RE
107
RBC Europe
United Kingdom
$14.4K -$19.3K -645 -57%
AWM
108
Avior Wealth Management
Nebraska
$13K +$13K +429 New
CCA
109
Clearwater Capital Advisors
Illinois
$10K +$10K +322 New
OIA
110
OneDigital Investment Advisors
Kansas
$9K +$9K +287 New
WP
111
WealthShield Partners
North Carolina
$8K -$1.87K -63 -19%
APA
112
American Portfolios Advisors
New York
$5.72K – – –
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$3K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$3K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$2.15K +$2.15K +72 New
WEC
116
Winslow Evans & Crocker
Massachusetts
$2.1K +$2.1K +70 New
RCAG
117
Rehmann Capital Advisory Group
Michigan
$2K +$2K +70 New
SMM
118
Stadion Money Management
Georgia
– -$6.9M -228,900 Closed
FHC
119
First Heartland Consultants
Missouri
– -$2.79M -92,558 Closed
CF
120
Copperwynd Financial
Arizona
– -$1.86M -61,545 Closed
FFA
121
Fragasso Financial Advisors
Pennsylvania
– -$299K -9,921 Closed
Creative Planning
122
Creative Planning
Kansas
– -$233K -7,736 Closed
ACP
123
Aveo Capital Partners
Colorado
– -$201K -6,651 Closed
US Bancorp
124
US Bancorp
Minnesota
– -$22K -723 Closed
SWM
125
SeaCrest Wealth Management
New York
– -$11K -360 Closed
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