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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

260 hedge funds and large institutions have $1.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
260
Holders Change
+49
Holders Change %
+23.22%
% of All Funds
5.13%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
69
Increased
106
Reduced
66
Closed
19
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$36.5M
2
GC
2
Grimes & Company
Massachusetts
$49M
3
Creative Planning
3
Creative Planning
Kansas
$37.3M
4
MIS
4
Morningstar Investment Services
Illinois
$6.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.28M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$9.22M
2
CSIA
2
Charles Schwab Investment Advisory
California
$166M
3
State Street
3
State Street
Massachusetts
$0
4
IA
4
IFP Advisors
Florida
$2.29M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
101
Strategic Financial Planning
Texas
$1.29M +$1.29M +39,451 New
Citadel Advisors
102
Citadel Advisors
Florida
$1.26M +$1.26M +38,736 New
SAM
103
Securian Asset Management
Minnesota
$1.23M – – –
MGIA
104
Moneta Group Investment Advisors
Missouri
$1.19M -$5.25K -161 -0.4%
Goldman Sachs
105
Goldman Sachs
New York
$1.17M +$269K +8,231 +30%
CPA
106
Clear Perspective Advisors
Illinois
$1.16M -$701K -21,493 -38%
LF
107
Lantz Financial
Illinois
$1.14M +$128K +3,933 +13%
CF
108
Centaurus Financial
California
$1.12M +$203K +6,225 +22%
TWM
109
Trinity Wealth Management
Pennsylvania
$1.09M +$1.09M +33,362 New
AF
110
Advisornet Financial
Minnesota
$1.07M -$37.2K -1,139 -3%
VCP
111
Verus Capital Partners
Arizona
$1.02M +$1.02M +31,167 New
CI
112
CX Institutional
Indiana
$1.01M -$116K -3,540 -10%
UCFA
113
United Capital Financial Advisors
Texas
$998K -$33.1K -1,013 -3%
HR
114
Hayden Royal
North Carolina
$992K +$992K +30,597 New
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$980K -$904K – –
GWM
116
Geneos Wealth Management
Colorado
$941K +$49K +1,501 +5%
PA
117
Paragon Advisors
Texas
$923K +$923K +28,430 New
SW
118
SkyOak Wealth
Michigan
$901K +$901K +27,600 New
AI
119
Atria Investments
North Carolina
$886K +$220K +6,744 +33%
TRCT
120
Tower Research Capital (TRC)
New York
$827K +$108K +3,297 +15%
EGA
121
E&G Advisors
Texas
$815K -$489 -15 -0.1%
DWM
122
Doyle Wealth Management
Florida
$780K +$29.3K +898 +4%
SFG
123
SNS Financial Group
Minnesota
$770K +$7.7K +236 +1%
PAS
124
Park Avenue Securities
New York
$763K +$415K +12,712 +119%
JCM
125
Janney Capital Management
Pennsylvania
$757K +$757K +23,213 New
3 4
5
6 7