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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

186 hedge funds and large institutions have $969M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+30
Holders Change %
+19.23%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
43
Increased
96
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$147M
2
PI
2
PFS Investments
Georgia
$44.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
SS
4
Simplicity Solutions
Minnesota
$27.1M
5
FFS
5
Founders Financial Securities
Maryland
$10.7M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$17K
4
State Street
4
State Street
Massachusetts
$8.21M
5
GFPC
5
Global Financial Private Capital
Florida
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$34K +$34K +1,027 New
AWM
152
Avior Wealth Management
Nebraska
$30K +$268 +8 +0.9%
RWA
153
River Wealth Advisors
Pennsylvania
$27K +$2.45K +75 +10%
ADL
154
Asset Dedication LLC
California
$25K +$25K +748 New
SWMG
155
Signature Wealth Management Group
Georgia
$19K – – –
WAM
156
Watermark Asset Management
California
$19K +$98 +3 +0.5%
SIS
157
Sound Income Strategies
Florida
$18K +$18K +541 New
SPIA
158
Steward Partners Investment Advisory
New York
$17K -$8.6M -265,724 -100%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$16.9K +$1.73K +52 +11%
NWM
160
Northwest Wealth Management
Iowa
$16K – – –
BFC
161
Bedel Financial Consulting
Indiana
$16K +$950 +31 +6%
VCM
162
Vigilant Capital Management
Maine
$16K +$16K +482 New
RE
163
RBC Europe
United Kingdom
$16K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$14K +$11.2K +335 +409%
BSG
165
Black Swift Group
Colorado
$13K +$13K +393 New
GEA
166
Glen Eagle Advisors
New Jersey
$12.4K +$1.93K +58 +18%
IWMA
167
Ironwood Wealth Management (Arizona)
Arizona
$11K +$4.61K +135 +72%
APA
168
American Portfolios Advisors
New York
$6.35K – – –
BC
169
Barnett & Company
Tennessee
$5K – – –
NFG
170
Next Financial Group
Texas
$5K +$5K +150 New
WEC
171
Winslow Evans & Crocker
Massachusetts
$4K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$4K – – –
VRM
173
Vectors Research Management
New York
$4K +$4K +126 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$3K – – –
FFW
175
Fusion Family Wealth
New York
$3K +$154 +4 +5%
4 5 6
7
8