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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
AWM
2
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
State Street
4
State Street
Massachusetts
$57.7M
5
Truist Financial
5
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$402M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
TI
5
Tidal Investments
Wisconsin
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
$3.12M 73,216 +68,183 +1,355%
IWP
102
IAG Wealth Partners
Wisconsin
$3.08M 72,243 +31 +0%
SFI
103
SPC Financial Inc
Maryland
$2.89M 67,793 -6,030 -8%
FGAM
104
Financial Gravity Asset Management
Texas
$2.84M 66,646 -34,337 -34%
FHC
105
First Heartland Consultants
Missouri
$2.79M 65,558 -1,200 -2%
RA
106
RFG Advisory
Alabama
$2.79M 65,539 -958 -1%
BWFA
107
Baltimore-Washington Financial Advisors
Maryland
$2.78M 65,219 -294 -0.4%
EDRIA
108
Edmonds Duncan Registered Investment Advisors
Kansas
$2.77M 64,952 +1,834 +3%
CF
109
Centaurus Financial
California
$2.74M 64,234 +4,754 +8%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.69M 63,169 +1,107 +2%
CA
111
CSM Advisors
Pennsylvania
$2.64M 61,868 – –
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– – – –
NRA
113
NSI Retail Advisors
Pennsylvania
$2.6M 60,936 – –
GF
114
Goodman Financial
Texas
$2.51M 58,998 +401 +0.7%
TCM
115
Towercrest Capital Management
Pennsylvania
$2.51M 58,904 +823 +1%
OMC
116
Old Mission Capital
Illinois
$2.45M 57,549 +57,549 New
Jane Street
117
Jane Street
New York
$2.4M 56,216 +56,216 New
SB
118
Strategic Blueprint
Georgia
$2.16M 50,780 -9,270 -15%
SAM
119
Securian Asset Management
Minnesota
$2.14M 50,150 – –
PWM
120
Penobscot Wealth Management
Maine
$2.13M 49,905 -7,992 -14%
EFL
121
ERn Financial LLC
Wisconsin
$2.04M 47,777 +3,821 +9%
AWMG
122
Alliance Wealth Management Group
New Jersey
$2.03M 47,593 +1,010 +2%
GM
123
GeoWealth Management
Illinois
$2.02M 47,399 -8,391 -15%
AFS
124
Annapolis Financial Services
Maryland
$1.96M 45,968 +30 +0.1%
SC
125
Savant Capital
Illinois
$1.92M 45,071 -5,760 -11%
3 4
5
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