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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

186 hedge funds and large institutions have $969M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+30
Holders Change %
+19.23%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
43
Increased
96
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$147M
2
PI
2
PFS Investments
Georgia
$44.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
SS
4
Simplicity Solutions
Minnesota
$27.1M
5
FFS
5
Founders Financial Securities
Maryland
$10.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$17K
4
State Street
4
State Street
Massachusetts
$8.21M
5
GFPC
5
Global Financial Private Capital
Florida
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$433K +$39.6K +1,190 +10%
ACG
102
Allen Capital Group
Nebraska
$430K +$10.4K +314 +2%
PAG
103
Private Advisor Group
New Jersey
$427K +$427K +12,845 New
VIM
104
Vista Investment Management
Pennsylvania
$424K +$36.1K +1,086 +9%
SFG
105
SNS Financial Group
Minnesota
$416K +$61.4K +1,846 +17%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$388K +$388K +11,658 New
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$386K -$4.49K -135 -1%
ACP
108
Aveo Capital Partners
Colorado
$382K +$184K +6,089 +93%
HPC
109
Hobart Private Capital
North Carolina
$381K +$61.8K +1,858 +19%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$380K +$46.5K +1,399 +14%
EWF
111
Epstein & White Financial
California
$373K -$57.6K -1,754 -13%
VIP
112
Vantage Investment Partners
Missouri
$370K +$370K +11,156 New
Stifel Financial
113
Stifel Financial
Missouri
$336K -$17.8K -535 -5%
HighTower Advisors
114
HighTower Advisors
Illinois
$334K +$7.08K +213 +2%
PAG
115
Pinnacle Advisory Group
Maryland
$332K +$332K +9,981 New
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$328K +$328K +9,869 New
FWM
117
Frontier Wealth Management
Missouri
$327K +$81.9K +2,463 +33%
CCM
118
Coldstream Capital Management
Washington
$326K +$326K +9,807 New
B
119
Brightworth
Georgia
$313K +$11.3K +340 +4%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$308K – – –
BA
121
BKS Advisors
Michigan
$304K +$70.3K +2,114 +30%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$294K – – –
NA
123
NewEdge Advisors
Louisiana
$288K +$288K +8,673 New
CA
124
Cetera Advisors
Colorado
$281K +$281K +8,551 New
WS
125
Wedbush Securities
California
$274K +$1.86K +56 +0.7%
3 4
5
6 7