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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
RFN
126
RDA Financial Network
Iowa
$399K 13,010 +634 +5%
ASN
127
Advisory Services Network
Georgia
$398K 12,989 +2,531 +24%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$375K 12,252 +408 +3%
BRC
129
Bell Rock Capital
Delaware
$372K 12,137 +2,085 +21%
CCM
130
Coldstream Capital Management
Washington
$359K 11,726 -521 -4%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$358K 11,674 -39 -0.3%
ACP
132
Aveo Capital Partners
Colorado
$355K 11,417 +4,610 +68%
FHC
133
First Heartland Consultants
Missouri
$347K 11,324 +3,784 +50%
CAC
134
Certified Advisory Corp
Florida
$345K 11,262 +11,262 New
B
135
Brightworth
Georgia
$333K 10,882 +502 +5%
ACG
136
Allen Capital Group
Nebraska
$328K 10,718 +878 +9%
SIA
137
Strategic Investment Advisors
Michigan
$319K 10,337 +10,337 New
ACM
138
Alpha Capital Management
Texas
$302K 9,869 -795 -7%
UAS
139
United Asset Strategies
New York
$300K 9,799 -4 -0%
AFP
140
Ausdal Financial Partners
Iowa
$299K 9,576 +2,496 +35%
RIA
141
Regal Investment Advisors
Michigan
$298K 9,718 -4,874 -33%
WCM
142
Wealthcare Capital Management
Virginia
$290K 9,476 +429 +5%
AA
143
Alesco Advisors
New York
$288K 9,386 +415 +5%
RJA
144
Raymond James & Associates
Florida
$287K 9,382 +909 +11%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$286K 9,318 +9,318 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$271K 8,850 – –
NA
147
NewEdge Advisors
Louisiana
$266K 8,673 – –
NFP
148
Narus Financial Partners
Utah
$264K 8,608 +8,608 New
HighTower Advisors
149
HighTower Advisors
Illinois
$254K 8,353 -2,903 -26%
RTS
150
Round Table Services
New Jersey
$250K 8,166 +20 +0.2%
4 5
6
7 8