SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

211 hedge funds and large institutions have $820M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 119 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
22
Increased
119
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$20.1M
2
IA
2
IFP Advisors
Florida
$4.63M
3
State Street
3
State Street
Massachusetts
$4.5M
4
AAS
4
Annex Advisory Services
Wisconsin
$35.8M
5
ACG
5
Allen Capital Group
Nebraska
$3.85M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$3.27M
2
HIM
2
Hanlon Investment Management
New Jersey
$9.71M
3
CSIA
3
Charles Schwab Investment Advisory
California
$157M
4
Jane Street
4
Jane Street
New York
$2.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$281K 9,369 +51 +0.5%
RJA
152
Raymond James & Associates
Florida
$276K 9,195 -187 -2%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$266K 8,850 – –
PWM
154
Perigon Wealth Management
California
$261K 8,682 +8,682 New
CAM
155
Concorde Asset Management
Michigan
$260K 8,667 -7,078 -45%
NA
156
NewEdge Advisors
Louisiana
$260K 8,673 – –
GTAM
157
Global Trust Asset Management
Florida
$257K 8,577 +8,522 +15,495%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$254K 8,465 +8,465 New
AWM
159
Avior Wealth Management
Nebraska
$247K 8,241 +1,881 +30%
RTS
160
Round Table Services
New Jersey
$246K 8,186 +20 +0.2%
MSAM
161
Moloney Securities Asset Management
Missouri
$241K 8,049 -70 -0.9%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$237K 7,904 – –
HighTower Advisors
163
HighTower Advisors
Illinois
$230K 7,637 -716 -9%
PWM
164
Paulson Wealth Management
Illinois
$209K 6,955 +6,955 New
WP
165
WealthShield Partners
North Carolina
$167K 5,580 +1,792 +47%
BAM
166
Belpointe Asset Management
Nevada
$147K 4,894 +4,894 New
APA
167
American Portfolios Advisors
New York
$139K 4,622 +4,100 +785%
PWMG
168
Prestige Wealth Management Group
New Jersey
$128K 4,269 +10 +0.2%
GSWM
169
Golden State Wealth Management
California
$127K 4,242 -843 -17%
BCI
170
Brinker Capital Investments
Pennsylvania
$126K 4,207 +4,207 New
SPIA
171
Steward Partners Investment Advisory
New York
$105K 3,509 +3,459 +6,918%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$93K 3,100 +1,351 +77%
PA
173
Parallel Advisors
California
$91K 3,038 -4,088 -57%
CIAS
174
Capital Investment Advisory Services
North Carolina
$89K 2,960 -368 -11%
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$84K 2,791 +1,184 +74%
5 6
7
8 9