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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

205 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
19
Increased
105
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
GC
2
Grimes & Company
Massachusetts
$31.8M
3
SS
3
Simplicity Solutions
Minnesota
$16.5M
4
AWM
4
AE Wealth Management
Kansas
$16.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$18.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
AssetMark Inc
3
AssetMark Inc
California
$22.8M
4
GI
4
Gradient Investments
Minnesota
$6.73M
5
AWM
5
Affinity Wealth Management
Delaware
$622K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$643K 21,270 -7,102 -25%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$637K 20,416 +6,265 +44%
AWM
103
Affinity Wealth Management
Delaware
$622K 20,590 -552,997 -96%
AIS
104
Accurate Investment Solutions
Pennsylvania
$616K 20,373 +554 +3%
SEI Investments
105
SEI Investments
Pennsylvania
$600K 19,911 -118 -0.6%
FC
106
Financial Consulate
Maryland
$598K 19,792 +5,324 +37%
Citigroup
107
Citigroup
New York
$597K 19,737 -30 -0.2%
JIC
108
Johnson Investment Counsel
Ohio
$582K 19,255 – –
CAM
109
Concorde Asset Management
Michigan
$558K 18,459 +918 +5%
PCIA
110
Prime Capital Investment Advisors
Kansas
$551K 18,225 +18,225 New
CPA
111
Clear Perspective Advisors
Illinois
$522K 17,265 +17,265 New
AI
112
Atria Investments
North Carolina
$512K 16,925 -16,704 -50%
BWFA
113
Baltimore-Washington Financial Advisors
Maryland
$499K 16,507 +4,245 +35%
DWM
114
Doyle Wealth Management
Florida
$499K 16,159 +14,619 +949%
IWMA
115
Ironwood Wealth Management (Arizona)
Arizona
$475K 15,719 +393 +3%
VIP
116
Vantage Investment Partners
Missouri
$450K 14,879 +1 +0%
ACM
117
AlphaStar Capital Management
North Carolina
$444K 35,089 -45,363 -56%
RIA
118
Regal Investment Advisors
Michigan
$441K 14,592 -10,134 -41%
DAS
119
Dynamic Advisor Solutions
Arizona
$428K 14,147 +46 +0.3%
VHAM
120
Van Hulzen Asset Management
California
$414K 13,707 -4,306 -24%
CA
121
Cetera Advisors
Colorado
$398K 13,041 +416 +3%
BDF
122
Balasa Dinverno & Foltz
$394K 13,025 – –
RFN
123
RDA Financial Network
Iowa
$385K 12,376 +12,376 New
PA
124
Paracle Advisors
Washington
$378K 12,505 +1,816 +17%
CCM
125
Coldstream Capital Management
Washington
$370K 12,247 +4,150 +51%
3 4
5
6 7