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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

186 hedge funds and large institutions have $969M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+30
Holders Change %
+19.23%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
43
Increased
96
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$147M
2
PI
2
PFS Investments
Georgia
$44.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
SS
4
Simplicity Solutions
Minnesota
$27.1M
5
FFS
5
Founders Financial Securities
Maryland
$10.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$17K
4
State Street
4
State Street
Massachusetts
$8.21M
5
GFPC
5
Global Financial Private Capital
Florida
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
126
Bell Rock Capital
Delaware
$268K +$47.7K +1,438 +22%
PA
127
Paracle Advisors
Washington
$258K +$258K +7,769 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$256K +$60.5K +2,069 +31%
KWM
129
Kingsview Wealth Management
Oregon
$251K +$251K +7,551 New
SWP
130
Stratos Wealth Partners
Ohio
$243K +$243K +7,311 New
BTS
131
BB&T Securities
Virginia
$233K +$233K +7,018 New
SHIM
132
Stone House Investment Management
Pennsylvania
$226K +$226K +6,805 New
VAM
133
Visionary Asset Management
Texas
$222K -$8.14K -245 -4%
Renaissance Technologies
134
Renaissance Technologies
New York
$206K -$535K -16,100 -72%
BAM
135
Berkshire Asset Management
Pennsylvania
$204K +$204K +6,123 New
IA
136
IFG Advisory
Georgia
$201K +$201K +6,316 New
VDFA
137
Vickerman & Driscoll Financial Advisors
Washington
$175K +$21.3K +643 +14%
GWM
138
Geneos Wealth Management
Colorado
$173K +$146K +4,409 +542%
BAMG
139
Brand Asset Management Group
Missouri
$147K – – –
RMAM
140
Raab & Moskowitz Asset Management
New Jersey
$135K +$135K +4,081 New
WP
141
WealthShield Partners
North Carolina
$123K +$45.6K +1,372 +59%
SFM
142
Signet Financial Management
New Jersey
$116K -$36.7K -1,109 -24%
IAS
143
INR Advisory Services
Pennsylvania
$99K +$44.3K +1,326 +81%
JWA
144
JFS Wealth Advisors
Pennsylvania
$77K +$18.8K +563 +32%
JGIA
145
Jackson Grant Investment Advisers
Connecticut
$68K +$2.07K +62 +3%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$67K +$11.2K +336 +20%
CCMW
147
Cypress Capital Management (Wyoming)
Wyoming
$59K +$59K +1,780 New
DWM
148
Destination Wealth Management
California
$51K +$51K +1,541 New
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$44K +1,327 New
OIA
150
Optimum Investment Advisors
Illinois
$40K – – –
4 5
6
7 8