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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
126
Balasa Dinverno & Foltz
$428K 14,256 -7,949 -36%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$420K 14,012 +1,760 +14%
PFM
128
Parsec Financial Management
North Carolina
$403K 13,444 -817 -6%
CAC
129
Certified Advisory Corp
Florida
$401K 13,382 +2,120 +19%
RFN
130
RDA Financial Network
Iowa
$399K 12,678 -332 -3%
ASN
131
Advisory Services Network
Georgia
$398K 12,989 – –
CCM
132
Coldstream Capital Management
Washington
$387K 12,892 +1,166 +10%
BRC
133
Bell Rock Capital
Delaware
$359K 12,102 -35 -0.3%
WCM
134
Wealthcare Capital Management
Virginia
$351K 11,716 +2,240 +24%
FHC
135
First Heartland Consultants
Missouri
$350K 11,670 +346 +3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$345K 11,502 -172 -1%
SIA
137
Strategic Investment Advisors
Michigan
$342K 11,411 +1,074 +10%
CAG
138
Csenge Advisory Group
Florida
$339K 11,287 +11,287 New
AA
139
Alesco Advisors
New York
$334K 11,142 +1,756 +19%
BCM
140
Brookstone Capital Management
Illinois
$327K 10,903 +3,840 +54%
BWP
141
Bernardo Wealth Planning
Pennsylvania
$324K 10,819 +10,819 New
PAS
142
Park Avenue Securities
New York
$320K 10,666 +10,666 New
ACM
143
Alpha Capital Management
Texas
$317K 10,552 +683 +7%
UAS
144
United Asset Strategies
New York
$315K 10,489 +690 +7%
RIA
145
Regal Investment Advisors
Michigan
$313K 10,420 +702 +7%
B
146
Brightworth
Georgia
$305K 10,166 -716 -7%
AFP
147
Ausdal Financial Partners
Iowa
$305K 10,156 +580 +6%
DWM
148
Dakota Wealth Management
Florida
$290K 9,664 +9,664 New
WP
149
WealthPLAN Partners
Nebraska
$289K 9,244 +9,244 New
NFP
150
Narus Financial Partners
Utah
$287K 9,566 +958 +11%
4 5
6
7 8