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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
– – – –
LF
102
Lantz Financial
Illinois
$902K 30,946 +10,003 +48%
CF
103
Centaurus Financial
California
$845K 28,181 +5,499 +24%
Goldman Sachs
104
Goldman Sachs
New York
$831K 27,689 -59,332 -68%
GWM
105
Geneos Wealth Management
Colorado
$817K 27,340 +908 +3%
MML Investors Services
106
MML Investors Services
Massachusetts
$763K 25,440 -23 -0.1%
EGA
107
E&G Advisors
Texas
$750K 25,003 -1,635 -6%
SFG
108
SNS Financial Group
Minnesota
$701K 23,374 -1,083 -4%
DWM
109
Doyle Wealth Management
Florida
$690K 22,999 +138 +0.6%
TRCT
110
Tower Research Capital (TRC)
New York
$662K 22,062 -14,958 -40%
AIS
111
Accurate Investment Solutions
Pennsylvania
$632K 21,070 +75 +0.4%
AI
112
Atria Investments
North Carolina
$613K 20,423 +1,262 +7%
AWM
113
Affinity Wealth Management
Delaware
$603K 20,090 -1,111 -5%
Citigroup
114
Citigroup
New York
$592K 19,737 – –
SEI Investments
115
SEI Investments
Pennsylvania
$584K 19,562 -205 -1%
IWMA
116
Ironwood Wealth Management (Arizona)
Arizona
$560K 18,676 +2,961 +19%
BHWM
117
Bay Harbor Wealth Management
Maryland
$554K 18,455 -608 -3%
PCIA
118
Prime Capital Investment Advisors
Kansas
$547K 18,225 – –
SCM
119
Stonehearth Capital Management
Massachusetts
$540K 17,993 +4,128 +30%
VIP
120
Vantage Investment Partners
Missouri
$516K 17,195 +2,286 +15%
KWM
121
Kingsview Wealth Management
Oregon
$510K 17,006 -545 -3%
DAS
122
Dynamic Advisor Solutions
Arizona
$475K 15,829 +778 +5%
PA
123
Paracle Advisors
Washington
$472K 15,761 +479 +3%
ACP
124
Aveo Capital Partners
Colorado
$460K 14,637 +3,220 +28%
VHAM
125
Van Hulzen Asset Management
California
$430K 14,327 +75 +0.5%
3 4
5
6 7