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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$218M
2
LPL Financial
2
LPL Financial
California
$247M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$442M
4
CW
4
CreativeOne Wealth
Kansas
$11.1M
5
PWP
5
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.96M
2
PI
2
PFS Investments
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$2.88M 65,513 -89 -0.1%
DWM
102
Doyle Wealth Management
Florida
$2.88M 65,503 +8,214 +14%
5L
103
55I LLC
Massachusetts
$2.85M 64,961 +44,091 +211%
EDRIA
104
Edmonds Duncan Registered Investment Advisors
Kansas
$2.77M 63,118 +377 +0.6%
MA
105
MJP Associates
Connecticut
$2.77M 63,076 +1,351 +2%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.73M 62,062 +24,125 +64%
CA
107
CSM Advisors
Pennsylvania
$2.72M 61,868 +61,868 New
NRA
108
NSI Retail Advisors
Pennsylvania
$2.68M 60,936 +60,936 New
PA
109
PSI Advisors
Florida
$2.66M 60,468 +6,306 +12%
SB
110
Strategic Blueprint
Georgia
$2.64M 60,050 -6,224 -9%
CF
111
Centaurus Financial
California
$2.61M 59,480 +2,494 +4%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– – – –
DJSG
113
D.J. St. Germain
Massachusetts
$2.61M 59,313 +59,313 New
GF
114
Goodman Financial
Texas
$2.58M 58,597 -1,980 -3%
TCM
115
Towercrest Capital Management
Pennsylvania
$2.55M 58,081 -1,469 -2%
PWM
116
Penobscot Wealth Management
Maine
$2.54M 57,897 +57,897 New
WAM
117
WealthTrust Asset Management
Florida
$2.51M 57,209 +57,209 New
GM
118
GeoWealth Management
Illinois
$2.45M 55,790 -19,642 -26%
GI
119
Glovista Investments
New Jersey
$2.27M 51,665 -1,965 -4%
SC
120
Savant Capital
Illinois
$2.23M 50,831 +246 +0.5%
SAM
121
Securian Asset Management
Minnesota
$2.2M 50,150 +17,775 +55%
AWMG
122
Alliance Wealth Management Group
New Jersey
$2.05M 46,583 -1,256 -3%
AFS
123
Annapolis Financial Services
Maryland
$2.02M 45,938 +28 +0.1%
UAS
124
United Asset Strategies
New York
$1.94M 44,241 +3,814 +9%
SS
125
Simplicity Solutions
Minnesota
$1.94M 44,141 -12,486 -22%
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5
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