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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
126
Doyle Wealth Management
Florida
$494K 22,608 -1,289 -5%
NFC
127
Northeast Financial Consultants
Connecticut
$493K 22,587 +22,587 New
NA
128
Nottingham Advisors
New York
$492K 22,514 +22,514 New
EGA
129
E&G Advisors
Texas
$460K 21,073 -3,915 -16%
JCM
130
Janney Capital Management
Pennsylvania
$453K 20,745 -2,468 -11%
AIS
131
Accurate Investment Solutions
Pennsylvania
$431K 19,750 -1,127 -5%
WCM
132
Wealthcare Capital Management
Virginia
$430K 19,671 +8,661 +79%
WAS
133
Wealth Advisory Solutions
Indiana
$427K 19,588 +8,618 +79%
KWM
134
Kingsview Wealth Management
Oregon
$425K 19,471 +6,981 +56%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$423K 19,373 -40,977 -68%
SEI Investments
136
SEI Investments
Pennsylvania
$423K 19,461 +627 +3%
TPCW
137
TD Private Client Wealth
New York
$422K 19,333 +19,333 New
CF
138
Corrigan Financial
Rhode Island
$411K 18,805 +18,805 New
PCIA
139
Prime Capital Investment Advisors
Kansas
$398K 18,225 – –
ACP
140
Aveo Capital Partners
Colorado
$393K 18,012 +3,125 +21%
PA
141
Paracle Advisors
Washington
$369K 16,917 +837 +5%
MGIA
142
Moneta Group Investment Advisors
Missouri
$358K 16,392 -20,047 -55%
AF
143
Advisornet Financial
Minnesota
$358K 16,392 -16,426 -50%
VIP
144
Vantage Investment Partners
Missouri
$357K 16,352 -845 -5%
GC
145
Gilbert & Cook
Iowa
$355K 16,268 +6,561 +68%
CAG
146
Csenge Advisory Group
Florida
$336K 15,401 +3,345 +28%
Citadel Advisors
147
Citadel Advisors
Florida
$321K 14,705 -24,031 -62%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$319K 14,591 +1,504 +11%
LSAG
149
Lake Street Advisors Group
New Hampshire
$318K 14,555 +14,555 New
BHWM
150
Bay Harbor Wealth Management
Maryland
$312K 14,285 -3,028 -17%
4 5
6
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