SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

238 hedge funds and large institutions have $1.01B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 55 closing their positions.

Holders
238
Holders Change
-22
Holders Change %
-8.46%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
38
Increased
108
Reduced
69
Closed
55
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$42K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
VA
2
Valmark Advisers
Ohio
$118M
3
SMM
3
Stadion Money Management
Georgia
$100M
4
Creative Planning
4
Creative Planning
Kansas
$45.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$21.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
GC
2
Grimes & Company
Massachusetts
$1.18M
3
AA
3
Advisory Alpha
Michigan
$1.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
151
Verus Capital Partners
Arizona
$311K 14,245 -16,922 -54%
BSW
152
Buckingham Strategic Wealth
Missouri
$310K 14,200 +14,200 New
SA
153
Stewardship Advisors
Pennsylvania
$309K 14,149 -152,347 -92%
UAS
154
United Asset Strategies
New York
$306K 14,032 +477 +4%
DWM
155
Dakota Wealth Management
Florida
$294K 13,465 +3,049 +29%
TC
156
Trilogy Capital
California
$291K 12,204 +12,204 New
SIA
157
Strategic Investment Advisors
Michigan
$286K 13,103 +642 +5%
B
158
Brightworth
Georgia
$276K 12,659 +2,122 +20%
PFG
159
PAX Financial Group
Texas
$273K 11,943 +2,183 +22%
BCI
160
Brinker Capital Investments
Pennsylvania
$265K 12,137 +4,386 +57%
NCM
161
Noesis Capital Mangement
Florida
$261K 11,954 – –
VHAM
162
Van Hulzen Asset Management
California
$256K 11,742 -1,930 -14%
ASN
163
Advisory Services Network
Georgia
$251K 11,482 -5,065 -31%
PFM
164
Parsec Financial Management
North Carolina
$220K 10,092 -2,598 -20%
JPMPWA
165
J.P. Morgan Private Wealth Advisors
California
$220K 10,086 -776 -7%
MCWS
166
McKinley Carter Wealth Services
West Virginia
$214K 9,800 -3,321 -25%
ACM
167
Alpha Capital Management
Texas
$205K 9,374 -625 -6%
AWM
168
Avior Wealth Management
Nebraska
$198K 9,073 +695 +8%
CAC
169
Certified Advisory Corp
Florida
$177K 8,105 -5,664 -41%
AIM
170
Anchor Investment Management
South Carolina
$177K 8,100 +8,100 New
CIAS
171
Capital Investment Advisory Services
North Carolina
$161K 7,380 +4,492 +156%
LAS
172
Lloyd Advisory Services
Georgia
$151K 6,912 +1,741 +34%
CAAS
173
Capital Asset Advisory Services
Michigan
$149K 6,650 -1,979 -23%
GFPC
174
Global Financial Private Client
Florida
$116K 5,735 – –
SF
175
Synovus Financial
Georgia
$111K 5,085 +5,085 New
5 6
7
8 9