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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$1.23M 34,361 +1,713 +5%
OGF
127
Orin Green Financial
California
$1.2M 33,380 +33,380 New
BSW
128
Buckingham Strategic Wealth
Missouri
$1.2M 33,381 +33,381 New
CAGAS
129
Capital Advisory Group Advisory Services
Minnesota
$1.17M 32,676 +5,035 +18%
GSC
130
G&S Capital
Colorado
$1.16M 32,270 -696 -2%
T
131
TRUADVICE
Florida
$1.15M 29,264 +12,164 +71%
V
132
Veritable
Delaware
$1.14M 31,850 -4,990 -14%
KAM
133
Knightsbridge Asset Management
California
$1.14M 31,777 -722 -2%
FPW
134
Flagship Private Wealth
Massachusetts
$1.12M 28,488 +28,488 New
CA
135
Continuum Advisory
Idaho
$1.12M 31,160 -1,804 -5%
CWM
136
Cedar Wealth Management
California
$1.11M 30,889 +357 +1%
WCM
137
Wealthcare Capital Management
Virginia
$1.08M 30,263 -193 -0.6%
MI
138
Moneywise Inc
Virginia
$1.08M 30,071 -338 -1%
WMG
139
WESCAP Management Group
California
$990K 27,667 +1,178 +4%
BC
140
Brio Consultants
California
$989K 27,627 -13,343 -33%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$952K 26,607 +21,812 +455%
KWM
142
Kingsview Wealth Management
Oregon
$951K 26,551 +1,467 +6%
UAS
143
United Asset Strategies
New York
$942K 26,313 +11,100 +73%
MWM
144
MBE Wealth Management
Wisconsin
$927K 25,920 +11,705 +82%
SWA
145
Sightline Wealth Advisors
Connecticut
$881K 24,621 +24,621 New
AIS
146
American Investment Services
Massachusetts
$862K 24,076 -1,114 -4%
BlackRock
147
BlackRock
New York
$853K 23,829 +23,679 +15,786%
CWA
148
Clarus Wealth Advisors
Arizona
$831K 21,769 +21,769 New
NA
149
Nottingham Advisors
New York
$820K 22,905 -10,448 -31%
HighTower Advisors
150
HighTower Advisors
Illinois
$809K 22,654 +13,015 +135%
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