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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
126
Towercrest Capital Management
Pennsylvania
$2.59M 58,002 -902 -2%
KAS
127
Kestra Advisory Services
Texas
$2.55M 56,990 +44,219 +346%
CA
128
CSM Advisors
Pennsylvania
$2.41M 53,868 -8,000 -13%
EFL
129
ERn Financial LLC
Wisconsin
$2.39M 53,360 +5,583 +12%
NRA
130
NSI Retail Advisors
Pennsylvania
$2.37M 52,936 -8,000 -13%
CPA
131
Clear Perspective Advisors
Illinois
$2.35M 52,494 +9,053 +21%
PWM
132
Penobscot Wealth Management
Maine
$2.33M 52,067 +2,162 +4%
TC
133
Trilogy Capital
California
$2.31M 51,601 +51,601 New
SAM
134
Securian Asset Management
Minnesota
$2.24M 50,150 – –
AWMG
135
Alliance Wealth Management Group
New Jersey
$2.21M 49,373 +1,780 +4%
SB
136
Strategic Blueprint
Georgia
$2.09M 46,835 -3,945 -8%
AFS
137
Annapolis Financial Services
Maryland
$2.06M 46,028 +60 +0.1%
CAGAS
138
Capital Advisory Group Advisory Services
Minnesota
$2M 44,750 +2,745 +7%
SC
139
Savant Capital
Illinois
$1.93M 43,248 -1,823 -4%
GWAG
140
Garrett Wealth Advisory Group
Texas
$1.93M 43,094 +37,331 +648%
OWA
141
Outlook Wealth Advisors
Texas
$1.92M 43,005 -706 -2%
SPWM
142
Straight Path Wealth Management
Michigan
$1.92M 42,921 +42,921 New
CG
143
Colony Group
Massachusetts
$1.86M 41,676 +41,676 New
GSIS
144
Global Strategic Investment Solutions
Arizona
$1.83M 40,833 +27 +0.1%
GSC
145
G&S Capital
Colorado
$1.83M 40,841 +1,388 +4%
Goldman Sachs
146
Goldman Sachs
New York
$1.78M 39,862 +947 +2%
ARC
147
Advisor Resource Council
Texas
$1.77M 39,497 +39,497 New
GM
148
GeoWealth Management
Illinois
$1.74M 38,932 -8,467 -18%
PC
149
Pecaut & Co
Iowa
$1.71M 38,212 +19,072 +100%
CWA
150
Clarus Wealth Advisors
Arizona
$1.7M 38,611 +1,799 +5%
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