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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MHWM
101
Montz Harcus Wealth Management
Louisiana
$3.72M 83,193 +83,193 New
SFI
102
SPC Financial Inc
Maryland
$3.59M 80,407 +12,614 +19%
PFG
103
Pacific Financial Group
Washington
$3.52M 79,496 +386 +0.5%
MFG
104
Merit Financial Group
Georgia
$3.46M 77,351 -92 -0.1%
6F
105
626 Financial
Michigan
$3.31M 74,150 +74,150 New
WMS
106
Wealth Management Solutions
Pennsylvania
$3.24M 72,567 +72,567 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.23M 72,152 -53,810 -43%
IWP
108
IAG Wealth Partners
Wisconsin
$3.2M 71,679 -564 -0.8%
AWC
109
Adamsbrown Wealth Consultants
Kansas
$3.14M 70,173 +70,173 New
CF
110
Centaurus Financial
California
$3.06M 68,408 +4,174 +6%
MIAN
111
Mariner Independent Advisor Network
Kansas
$3.02M 66,922 -21,673 -24%
TF
112
TRH Financial
Iowa
$3.01M 67,238 -17,713 -21%
WWM
113
Western Wealth Management
Colorado
$2.94M 65,883 +65,883 New
RA
114
RFG Advisory
Alabama
$2.91M 65,131 -408 -0.6%
B
115
Bensler
Washington
$2.88M 64,471 +64,471 New
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$2.86M 67,415 +2,463 +4%
BWFA
117
Baltimore-Washington Financial Advisors
Maryland
$2.77M 62,029 -3,190 -5%
TCFP
118
Treasure Coast Financial Planning
Florida
$2.74M 61,303 +61,303 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2.7M 60,342 -2,827 -4%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$2.69M 60,161 +26,356 +78%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$2.68M 60,001 -45,637 -43%
GF
122
Goodman Financial
Texas
$2.66M 59,559 +561 +1%
BCM
123
Brookstone Capital Management
Illinois
$2.65M 59,973 -16,205 -21%
AO
124
Advisor OS
Illinois
$2.65M 59,197 +50,928 +616%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
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5
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