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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$281M
2
Creative Planning
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
Goldman Sachs
New York
$9.64M
4
MIS
Morningstar Investment Services
Illinois
$17M
5
PAG
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
Matrix Trust Company
Colorado
$0
2
GC
Grimes & Company
Massachusetts
$43.7M
3
SRSA
S.R. Schill & Associates
Washington
$0
4
VA
Valmark Advisers
Ohio
$187M
5
ACM
AlphaStar Capital Management
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
126
WESCAP Management Group
California
$725K – – –
GC
127
Gilbert & Cook
Iowa
$698K +$277K +10,105 +66%
AIS
128
American Investment Services
Massachusetts
$690K +$4.25K +155 +0.6%
KWM
129
Kingsview Wealth Management
Oregon
$687K +$29.8K +1,087 +5%
SEI Investments
130
SEI Investments
Pennsylvania
$604K -$12.6K -462 -2%
ASN
131
Advisory Services Network
Georgia
$603K +$118K +4,307 +24%
PFA
132
Professional Financial Advisors
Nebraska
$563K -$33.3K -1,184 -6%
MML Investors Services
133
MML Investors Services
Massachusetts
$561K -$113K -4,128 -17%
SWA
134
Stratos Wealth Advisors
Ohio
$553K -$8.02K -293 -1%
WAS
135
Wealth Advisory Solutions
Indiana
$545K +$492 +18 +0.1%
JCM
136
Janney Capital Management
Pennsylvania
$523K -$20.8K -761 -4%
CF
137
Corrigan Financial
Rhode Island
$521K +$3.92K +143 +0.8%
T
138
TRUADVICE
Florida
$497K +$497K +17,100 New
AFAS
139
Acorn Financial Advisory Services
Virginia
$492K -$216K -7,887 -30%
VIP
140
Vantage Investment Partners
Missouri
$477K -$12.8K -468 -3%
TPCW
141
TD Private Client Wealth
New York
$467K -$35.7K -1,305 -7%
AFP
142
Ausdal Financial Partners
Iowa
$463K +$463K +16,917 New
GVAG
143
Great Valley Advisor Group
Delaware
$460K +$460K +16,837 New
IWC
144
Integrated Wealth Concepts
Massachusetts
$440K -$81.2K -2,966 -16%
BIP
145
Blueprint Investment Partners
North Carolina
$430K -$124K -3,470 -22%
UAS
146
United Asset Strategies
New York
$417K -$685 -25 -0.2%
LSAG
147
Lake Street Advisors Group
New Hampshire
$401K +$931 +34 +0.2%
BCI
148
Brinker Capital Investments
Pennsylvania
$397K +$18.4K +670 +5%
PA
149
Paracle Advisors
Washington
$388K +$6.75K +247 +2%
FHC
150
First Heartland Consultants
Missouri
$381K +$56.1K +2,047 +17%
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