SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$64.7M
2
AWM
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
LPL Financial
California
$249M
4
State Street
State Street
Massachusetts
$57.7M
5
Truist Financial
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
$402M
3
RJA
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
5
TI
Tidal Investments
Wisconsin
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$1.86M -$11.8K -276 -0.6%
CPA
127
Clear Perspective Advisors
Illinois
$1.85M +$1.14M +26,811 +161%
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$1.79M +$49.6K +1,165 +3%
GSIS
129
Global Strategic Investment Solutions
Arizona
$1.74M +$767 +18 +0%
CIAS
130
CFS Investment Advisory Services
New Jersey
$1.7M +$1.7M +39,920 New
GSC
131
G&S Capital
Colorado
$1.68M +$25.5K +598 +2%
Goldman Sachs
132
Goldman Sachs
New York
$1.66M +$38.3K +898 +2%
CWA
133
Clarus Wealth Advisors
Arizona
$1.6M +$1.6M +36,812 New
BFA
134
Brown Financial Advisory
Alabama
$1.59M – – –
AC
135
Apella Capital
Connecticut
$1.57M +$534K +12,541 +52%
KAM
136
Knightsbridge Asset Management
California
$1.55M +$300K +7,044 +24%
ACP
137
Aveo Capital Partners
Colorado
$1.53M +$362K +8,502 +31%
UWM
138
USAdvisors Wealth Management
Minnesota
$1.45M +$128K +2,995 +10%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$1.44M +$37.1K +870 +3%
EH
140
Equitable Holdings
New York
$1.43M +$456K +10,708 +47%
V
141
Veritable
Delaware
$1.36M – – –
MFT
142
Moisand Fitzgerald Tamayo
Florida
$1.35M -$34K -799 -2%
SWA
143
Sightline Wealth Advisors
Connecticut
$1.25M +$353K +8,292 +39%
FPW
144
Flagship Private Wealth
Massachusetts
$1.24M -$114K -2,668 -8%
VAS
145
Valicenti Advisory Services
New York
$1.22M +$1.22M +28,619 New
WMG
146
WESCAP Management Group
California
$1.2M +$25.1K +590 +2%
HighTower Advisors
147
HighTower Advisors
Illinois
$1.19M +$18.3K +430 +2%
SW
148
SkyOak Wealth
Michigan
$1.19M +$16.4K +385 +1%
WCM
149
Wealthcare Capital Management
Virginia
$1.18M -$21.6K -506 -2%
UCFA
150
United Capital Financial Advisors
Texas
$1.16M -$17.5K -411 -1%
4 5
6
7 8