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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$900K 40,302 -29,799 -43%
TRCT
102
Tower Research Capital (TRC)
New York
$894K 40,914 +15,555 +61%
CF
103
Centaurus Financial
California
$882K 40,369 +5,963 +17%
AIS
104
American Investment Services
Massachusetts
$835K 38,221 -8,754 -19%
SAM
105
Securian Asset Management
Minnesota
$824K 37,740 – –
GWM
106
Geneos Wealth Management
Colorado
$795K 37,181 +8,340 +29%
IWA
107
Inspirion Wealth Advisors
Illinois
$788K 36,073 -20,542 -36%
PAS
108
Park Avenue Securities
New York
$760K 34,781 +11,403 +49%
SFS
109
Sowell Financial Services
Arkansas
$758K 34,715 -6,674 -16%
AI
110
Atria Investments
North Carolina
$736K 33,704 +6,537 +24%
TWM
111
Trinity Wealth Management
Pennsylvania
$728K 33,332 -30 -0.1%
MML Investors Services
112
MML Investors Services
Massachusetts
$726K 33,224 +12,428 +60%
FHA
113
Flagship Harbor Advisors
Massachusetts
$702K 32,127 +29,715 +1,232%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
– – – –
AFAS
115
Acorn Financial Advisory Services
Virginia
$696K 31,866 +12,546 +65%
HR
116
Hayden Royal
North Carolina
$680K 31,151 +554 +2%
IWP
117
IAG Wealth Partners
Wisconsin
$674K 30,829 +30,829 New
SW
118
SkyOak Wealth
Michigan
$608K 27,856 +256 +0.9%
WMG
119
WESCAP Management Group
California
$578K 26,489 +26,489 New
AWA
120
Arete Wealth Advisors
Illinois
$547K 25,068 -38,957 -61%
MI
121
Moneywise Inc
Virginia
$547K 25,027 +25,027 New
GSC
122
G&S Capital
Colorado
$543K 24,889 -15,946 -39%
PFA
123
Professional Financial Advisors
Nebraska
$533K 21,642 +366 +2%
SFG
124
SNS Financial Group
Minnesota
$530K 24,246 +636 +3%
IWM
125
IHT Wealth Management
Illinois
$519K 23,753 +23,753 New
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5
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