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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

212 hedge funds and large institutions have $656M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+26
Holders Change %
+13.98%
% of All Funds
4.73%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
60
Increased
83
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
$14.5M
2
AssetMark Inc
AssetMark Inc
California
$41.5M
3
AAS
Annex Advisory Services
Wisconsin
$19.9M
4
Citadel Advisors
Citadel Advisors
Florida
$4.07M
5
GI
Gradient Investments
Minnesota
$24.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$76.9M
2
HI
Horizon Investments
North Carolina
$79.7M
3
Wells Fargo
Wells Fargo
California
$932K
4
AIM
Astor Investment Management
Illinois
$5K
5
SS
Simplicity Solutions
Minnesota
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Strategic Investment Advisors
Michigan
$335K +$335K +12,707 New
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$323K +$63K +2,393 +24%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$311K +$9.31K +353 +3%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$309K +$2.45K +93 +0.8%
FWM
130
Frontier Wealth Management
Missouri
$287K +$27.9K +1,057 +11%
PA
131
Paracle Advisors
Washington
$281K +$76.8K +2,920 +38%
UAS
132
United Asset Strategies
New York
$278K -$3.01M -114,256 -92%
B
133
Brightworth
Georgia
$278K +$29.7K +1,127 +12%
ASN
134
Advisory Services Network
Georgia
$271K -$1.04M -39,227 -79%
Stifel Financial
135
Stifel Financial
Missouri
$269K – – –
ACG
136
Allen Capital Group
Nebraska
$265K -$112K -3,836 -30%
BA
137
BKS Advisors
Michigan
$255K +$13.8K +524 +6%
FFW
138
Fusion Family Wealth
New York
$254K +$252K +9,546 +12,238%
PWMG
139
Prestige Wealth Management Group
New Jersey
$254K +$254K +9,638 New
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$244K – – –
PFM
141
Parsec Financial Management
North Carolina
$243K +$243K +9,203 New
AA
142
Alesco Advisors
New York
$243K +$243K +9,234 New
BRC
143
Bell Rock Capital
Delaware
$238K +$27.1K +1,040 +13%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$233K – – –
SMG
145
Smart Money Group
Texas
$227K +$227K +8,630 New
MSAM
146
Moloney Securities Asset Management
Missouri
$224K -$1.27M -48,379 -85%
HighTower Advisors
147
HighTower Advisors
Illinois
$224K -$38.5K -1,474 -15%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$221K +$221K +8,378 New
BAM
149
Berkshire Asset Management
Pennsylvania
$220K +$58.6K +2,221 +36%
IAS
150
INR Advisory Services
Pennsylvania
$217K +$139K +5,278 +178%
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