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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

156 hedge funds and large institutions have $665M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+37
Holders Change %
+31.09%
% of All Funds
3.58%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
47
Increased
80
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$39.9M
2
Wells Fargo
2
Wells Fargo
California
$33.5M
3
GFPC
3
Global Financial Private Capital
Florida
$47.1M
4
AIM
4
Astor Investment Management
Illinois
$24.3M
5
SMM
5
Stadion Money Management
Georgia
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$148M
2
AssetMark Inc
2
AssetMark Inc
California
$40.3M
3
AG
3
Advisor Group
Arizona
$672K
4
FA
4
FDx Advisors
Illinois
$353K
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$318K +$647 +20 +0.2%
HPC
102
Hobart Private Capital
North Carolina
$310K +$310K +9,618 New
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$299K +$299K +9,266 New
B
104
Brightworth
Georgia
$293K +$65.5K +2,030 +29%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$286K +$286K +8,850 New
WS
106
Wedbush Securities
California
$264K +$264K +8,174 New
ACM
107
AlphaStar Capital Management
North Carolina
$258K -$183K -5,694 -42%
FWM
108
Frontier Wealth Management
Missouri
$238K +$238K +7,370 New
AFP
109
Ausdal Financial Partners
Iowa
$237K +$237K +7,353 New
BA
110
BKS Advisors
Michigan
$227K +$227K +7,033 New
VAM
111
Visionary Asset Management
Texas
$224K +$224K +6,931 New
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$223K +$223K +6,686 New
DSN
113
D. Scott Neal
Kentucky
$221K +$18.2K +563 +9%
BRC
114
Bell Rock Capital
Delaware
$215K +$106K +3,271 +97%
ACP
115
Aveo Capital Partners
Colorado
$212K +$212K +6,561 New
CF
116
Centaurus Financial
California
$163K +$163K +5,040 New
VDFA
117
Vickerman & Driscoll Financial Advisors
Washington
$149K -$1.51K -47 -1%
SFM
118
Signet Financial Management
New Jersey
$149K +$16.6K +515 +13%
BAMG
119
Brand Asset Management Group
Missouri
$143K +$143K +4,428 New
WP
120
WealthShield Partners
North Carolina
$75K +$66.3K +2,055 +761%
STA
121
Summit Trail Advisors
New York
$68K +$68K +2,096 New
JGIA
122
Jackson Grant Investment Advisers
Connecticut
$64K +$64K +1,972 New
JWA
123
JFS Wealth Advisors
Pennsylvania
$56K +$3.86K +120 +7%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$54K +$37.9K +1,173 +236%
IAS
125
INR Advisory Services
Pennsylvania
$53K +$16.7K +515 +46%
3 4
5
6 7