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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

260 hedge funds and large institutions have $1.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+49
Holders Change %
+23.22%
% of All Funds
5.13%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
69
Increased
106
Reduced
66
Closed
19
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
GI
Gradient Investments
Minnesota
$36.5M
2
GC
Grimes & Company
Massachusetts
$49M
3
Creative Planning
Creative Planning
Kansas
$37.3M
4
MIS
Morningstar Investment Services
Illinois
$6.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.28M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$9.22M
2
CSIA
Charles Schwab Investment Advisory
California
$166M
3
State Street
State Street
Massachusetts
$0
4
IA
IFP Advisors
Florida
$2.29M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
151
McKinley Carter Wealth Services
West Virginia
$428K -$29.1K -891 -6%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$426K +$426K +13,087 New
PFM
153
Parsec Financial Management
North Carolina
$414K -$24.6K -754 -6%
GBBWRPM
154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$412K +$412K +12,615 New
KWM
155
Kingsview Wealth Management
Oregon
$408K -$148K -4,516 -27%
SIA
156
Strategic Investment Advisors
Michigan
$407K +$34.3K +1,050 +9%
RFN
157
RDA Financial Network
Iowa
$406K -$481 -15 -0.1%
CAG
158
Csenge Advisory Group
Florida
$393K +$25.1K +769 +7%
FHC
159
First Heartland Consultants
Missouri
$392K +$11.1K +339 +3%
NCM
160
Noesis Capital Mangement
Florida
$390K +$390K +11,954 New
NFP
161
Narus Financial Partners
Utah
$369K +$57K +1,747 +18%
WCM
162
Wealthcare Capital Management
Virginia
$359K -$23K -706 -6%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$359K +$82.9K +2,540 +30%
WAS
164
Wealth Advisory Solutions
Indiana
$357K +$357K +10,970 New
BSG
165
Black Swift Group
Colorado
$356K +$356K +10,910 New
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$354K +$48.7K +1,493 +16%
BCM
167
Brookstone Capital Management
Illinois
$349K -$6.29K -193 -2%
B
168
Brightworth
Georgia
$344K +$12.1K +371 +4%
DWM
169
Dakota Wealth Management
Florida
$340K +$24.5K +752 +8%
RJA
170
Raymond James & Associates
Florida
$339K +$39.1K +1,200 +13%
ACM
171
Alpha Capital Management
Texas
$326K -$18K -553 -5%
GC
172
Gilbert & Cook
Iowa
$317K +$317K +9,707 New
PFG
173
PAX Financial Group
Texas
$316K +$316K +9,760 New
WWM
174
WT Wealth Management
Arizona
$313K +$313K +9,600 New
AA
175
Alesco Advisors
New York
$305K -$58.7K -1,799 -16%
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7
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