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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

245 hedge funds and large institutions have $1.64B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.

Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.04%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$253M
2
GC
2
Grimes & Company
Massachusetts
$51.5M
3
VA
3
Valmark Advisers
Ohio
$188M
4
UBS Group
4
UBS Group
Switzerland
$34.8M
5
LPL Financial
5
LPL Financial
California
$47.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.22M
2
SS
2
Simplicity Solutions
Minnesota
$3.36M
3
AssetMark Inc
3
AssetMark Inc
California
$18.1M
4
MWM
4
MBE Wealth Management
Wisconsin
$377K
5
BC
5
Brio Consultants
California
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
101
Brio Consultants
California
$1.21M 45,437 -132,401 -74%
APC
102
Aspire Private Capital
North Carolina
$1.2M 45,286 -25,255 -36%
PAS
103
Park Avenue Securities
New York
$1.18M 44,535 +9,754 +28%
SAM
104
Securian Asset Management
Minnesota
$1.08M 40,795 +3,055 +8%
EFL
105
ERn Financial LLC
Wisconsin
$1.04M 39,022 -81,167 -68%
IA
106
IFP Advisors
Florida
$984K 37,482 -2,820 -7%
V
107
Veritable
Delaware
$979K 36,840 -55,530 -60%
FHA
108
Flagship Harbor Advisors
Massachusetts
$978K 36,810 +4,683 +15%
DWM
109
Doyle Wealth Management
Florida
$975K 36,699 +14,091 +62%
SW
110
SkyOak Wealth
Michigan
$967K 36,393 +8,537 +31%
CA
111
Continuum Advisory
Idaho
$941K 35,972 -19,624 -35%
IWA
112
Inspirion Wealth Advisors
Illinois
$907K 34,149 -1,924 -5%
MI
113
Moneywise Inc
Virginia
$870K 32,743 +7,716 +31%
SFS
114
Sowell Financial Services
Arkansas
$846K 31,853 -2,862 -8%
CWM
115
Cedar Wealth Management
California
$841K 31,648 +31,648 New
KAM
116
Knightsbridge Asset Management
California
$737K 27,738 +27,738 New
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$732K 27,541 +27,341 +13,671%
GM
118
GeoWealth Management
Illinois
$722K 27,086 -16,432 -38%
WMG
119
WESCAP Management Group
California
$703K 26,489 – –
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
– – – –
AFAS
121
Acorn Financial Advisory Services
Virginia
$688K 25,860 -6,006 -19%
NAS
122
Nicolet Advisory Services
Wisconsin
$673K 25,318 -91,057 -78%
GSC
123
G&S Capital
Colorado
$672K 25,279 +390 +2%
AIS
124
American Investment Services
Massachusetts
$665K 25,035 -13,186 -34%
MML Investors Services
125
MML Investors Services
Massachusetts
$654K 24,618 -8,606 -26%
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5
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