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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$218M
2
LPL Financial
LPL Financial
California
$247M
3
Financial Engines Advisors
Financial Engines Advisors
California
$442M
4
CW
CreativeOne Wealth
Kansas
$11.1M
5
PWP
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$2.96M
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$1.93M -$56.9K -1,294 -3%
EFL
127
ERn Financial LLC
Wisconsin
$1.93M +$320K +7,280 +20%
PFG
128
Pacific Financial Group
Washington
$1.82M +$1.59M +36,172 +704%
CAGAS
129
Capital Advisory Group Advisory Services
Minnesota
$1.79M -$31.1K -708 -2%
GSIS
130
Global Strategic Investment Solutions
Arizona
$1.79M -$2.01M -45,661 -53%
GSC
131
G&S Capital
Colorado
$1.71M +$50.3K +1,146 +3%
FI
132
FormulaFolio Investments
Michigan
$1.7M -$51.4K -1,169 -3%
Goldman Sachs
133
Goldman Sachs
New York
$1.67M +$1.67M +38,017 New
WWM
134
Western Wealth Management
Colorado
$1.66M +$587K +13,364 +55%
BFA
135
Brown Financial Advisory
Alabama
$1.64M -$13.4K -306 -0.8%
FFS
136
Founders Financial Securities
Maryland
$1.48M -$243K -5,525 -14%
ARC
137
Advisor Resource Council
Texas
$1.47M +$1.47M +33,500 New
RJFSA
138
Raymond James Financial Services Advisors
Florida
$1.45M +$296K +6,738 +26%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$1.43M -$4.39K -100 -0.3%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
V
141
Veritable
Delaware
$1.4M – – –
FPW
142
Flagship Private Wealth
Massachusetts
$1.37M +$65.2K +1,520 +5%
UWM
143
USAdvisors Wealth Management
Minnesota
$1.36M +$210K +4,771 +18%
HR
144
Hayden Royal
North Carolina
$1.34M +$2.2K +50 +0.2%
KAM
145
Knightsbridge Asset Management
California
$1.29M +$14.4K +327 +1%
FPWM
146
FSB Premier Wealth Management
Iowa
$1.28M -$28.5K -649 -2%
WCM
147
Wealthcare Capital Management
Virginia
$1.24M +$6.28K +143 +0.5%
BSW
148
Buckingham Strategic Wealth
Missouri
$1.23M -$100K -2,281 -8%
CA
149
Continuum Advisory
Idaho
$1.22M -$34.2K -778 -3%
WMG
150
WESCAP Management Group
California
$1.22M – – –
4 5
6
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