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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$281M
2
Creative Planning
2
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.64M
4
MIS
4
Morningstar Investment Services
Illinois
$17M
5
PAG
5
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$0
2
GC
2
Grimes & Company
Massachusetts
$43.7M
3
SRSA
3
S.R. Schill & Associates
Washington
$0
4
VA
4
Valmark Advisers
Ohio
$187M
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
101
Outlook Wealth Advisors
Texas
$1.32M -$100K -3,658 -7%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$1.26M -$65.3K -2,384 -5%
CW
103
CreativeOne Wealth
Kansas
$1.26M -$879K -32,090 -41%
DWM
104
Doyle Wealth Management
Florida
$1.2M +$191K +6,972 +19%
UCFA
105
United Capital Financial Advisors
Texas
$1.17M -$168K -6,127 -13%
BSG
106
Black Swift Group
Colorado
$1.16M +$982K +35,885 +559%
BC
107
Brio Consultants
California
$1.12M -$122K -4,467 -10%
EFL
108
ERn Financial LLC
Wisconsin
$1.09M +$18.2K +663 +2%
V
109
Veritable
Delaware
$1.01M – – –
APC
110
Aspire Private Capital
North Carolina
$1M -$237K -8,668 -19%
SW
111
SkyOak Wealth
Michigan
$965K -$31.9K -1,165 -3%
CA
112
Continuum Advisory
Idaho
$915K -$83.5K -3,008 -8%
NA
113
Nottingham Advisors
New York
$913K -$61.5K -2,247 -6%
GSC
114
G&S Capital
Colorado
$903K +$211K +7,687 +30%
FHA
115
Flagship Harbor Advisors
Massachusetts
$893K -$114K -4,162 -11%
KAM
116
Knightsbridge Asset Management
California
$890K +$130K +4,761 +17%
HR
117
Hayden Royal
North Carolina
$874K +$874K +31,927 New
GM
118
GeoWealth Management
Illinois
$873K +$128K +4,662 +17%
SFS
119
Sowell Financial Services
Arkansas
$871K -$1.34K -49 -0.2%
CWM
120
Cedar Wealth Management
California
$836K -$30.6K -1,116 -4%
WCM
121
Wealthcare Capital Management
Virginia
$834K +$192K +6,999 +30%
MI
122
Moneywise Inc
Virginia
$833K -$63.9K -2,334 -7%
MWM
123
Meridian Wealth Management
Kentucky
$833K +$833K +30,433 New
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$757K +$2.74K +100 +0.4%
MFG
125
Merit Financial Group
Georgia
$727K +$727K +26,536 New
3 4
5
6 7