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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
LPL Financial
California
$207M
3
PI
PFS Investments
Georgia
$70M
4
Osaic Holdings
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
Financial Engines Advisors
California
$409M
3
SMM
Stadion Money Management
Georgia
$147M
4
VA
Valmark Advisers
Ohio
$233M
5
Charles Schwab
Charles Schwab
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$2.77M +$22.1K +522 +0.8%
IWC
102
Integrated Wealth Concepts
Massachusetts
$2.68M +$642K +15,199 +31%
EDRIA
103
Edmonds Duncan Registered Investment Advisors
Kansas
$2.65M -$35.8K -847 -1%
BlackRock
104
BlackRock
New York
$2.62M +$1.61M +38,107 +160%
MA
105
MJP Associates
Connecticut
$2.61M +$179K +4,246 +7%
GF
106
Goodman Financial
Texas
$2.56M +$131K +3,095 +5%
TCM
107
Towercrest Capital Management
Pennsylvania
$2.52M -$138K -3,261 -5%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$2.46M -$1.98M – –
DWM
109
Doyle Wealth Management
Florida
$2.42M +$318K +7,521 +15%
CF
110
Centaurus Financial
California
$2.41M +$145K +3,431 +6%
SS
111
Simplicity Solutions
Minnesota
$2.39M -$1.71M -40,429 -42%
PA
112
PSI Advisors
Florida
$2.29M +$1.8M +42,633 +370%
KAS
113
Kestra Advisory Services
Texas
$2.28M +$1.84M +43,633 +428%
GI
114
Glovista Investments
New Jersey
$2.26M +$565K +13,395 +33%
SCA
115
Snowden Capital Advisors
New York
$2.25M +$24.3K +575 +1%
SC
116
Savant Capital
Illinois
$2.14M -$239K -5,664 -10%
FHC
117
First Heartland Consultants
Missouri
$2.1M +$1.65M +39,122 +369%
GSWM
118
Golden State Wealth Management
California
$2.08M +$61.1K +1,447 +3%
SFI
119
SPC Financial Inc
Maryland
$2.04M -$109K -2,591 -5%
AWMG
120
Alliance Wealth Management Group
New Jersey
$2.02M -$123K -2,900 -6%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$1.95M +$1.69K +40 +0.1%
AFS
122
Annapolis Financial Services
Maryland
$1.94M +$1.18K +28 +0.1%
OWA
123
Outlook Wealth Advisors
Texas
$1.91M -$74.7K -1,768 -4%
CAGAS
124
Capital Advisory Group Advisory Services
Minnesota
$1.76M +$375K +8,872 +27%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$1.72M +$1.72M +40,690 New
3 4
5
6 7