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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
MJP Associates
Connecticut
$2.06M 57,479 +57,479 New
MFG
102
Merit Financial Group
Georgia
$2.05M 57,379 +30,843 +116%
SC
103
Savant Capital
Illinois
$2.01M 56,249 -6,600 -11%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
– – – –
CF
105
Centaurus Financial
California
$1.92M 53,555 +4,448 +9%
SCA
106
Snowden Capital Advisors
New York
$1.89M 52,717 +1,809 +4%
SFI
107
SPC Financial Inc
Maryland
$1.82M 50,862 +1,513 +3%
AWMG
108
Alliance Wealth Management Group
New Jersey
$1.82M 50,739 -1,330 -3%
DWM
109
Doyle Wealth Management
Florida
$1.78M 49,768 +6,097 +14%
CIAS
110
CFS Investment Advisory Services
New Jersey
$1.78M 49,635 +49,635 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.73M 48,302 +32,236 +201%
GSWM
112
Golden State Wealth Management
California
$1.71M 47,776 +43,371 +985%
OWA
113
Outlook Wealth Advisors
Texas
$1.68M 47,049 -1,149 -2%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$1.65M 45,972 -151 -0.3%
AFS
115
Annapolis Financial Services
Maryland
$1.64M 45,882 +45,882 New
MFT
116
Moisand Fitzgerald Tamayo
Florida
$1.58M 44,251 -5,065 -10%
UCFA
117
United Capital Financial Advisors
Texas
$1.45M 40,482 -2,186 -5%
GI
118
Glovista Investments
New Jersey
$1.44M 40,235 +40,235 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.4M 31,908 – –
CI
120
CX Institutional
Indiana
$1.39M 38,812 -11,401 -23%
CW
121
CreativeOne Wealth
Kansas
$1.35M 37,596 -8,498 -18%
UWM
122
USAdvisors Wealth Management
Minnesota
$1.32M 36,915 +36,915 New
SW
123
SkyOak Wealth
Michigan
$1.26M 35,226 -2 -0%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$1.25M 34,882 -75,654 -68%
EFL
125
ERn Financial LLC
Wisconsin
$1.24M 34,545 -5,140 -13%
3 4
5
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