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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

249 hedge funds and large institutions have $1.74B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
5.04%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
31
Increased
96
Reduced
94
Closed
23
Calls
$1K
Puts
$10K
Net Calls
-$9K
Net Calls Change
+$15K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$281M
2
Creative Planning
Creative Planning
Kansas
$82.7M
3
Goldman Sachs
Goldman Sachs
New York
$9.64M
4
MIS
Morningstar Investment Services
Illinois
$17M
5
PAG
Private Advisor Group
New Jersey
$16.9M

Top Sellers

1
MTC
Matrix Trust Company
Colorado
$0
2
GC
Grimes & Company
Massachusetts
$43.7M
3
SRSA
S.R. Schill & Associates
Washington
$0
4
VA
Valmark Advisers
Ohio
$187M
5
ACM
AlphaStar Capital Management
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MBE Wealth Management
Wisconsin
$377K – – –
PFG
152
PAX Financial Group
Texas
$373K -$3.75K -137 -1%
EGA
153
E&G Advisors
Texas
$371K -$438 -16 -0.1%
AAS
154
Avantax Advisory Services
Texas
$362K +$125K +4,562 +53%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$355K -$61.5K -2,246 -15%
CAG
156
Csenge Advisory Group
Florida
$344K +$19.8K +692 +6%
ACP
157
Aveo Capital Partners
Colorado
$343K +$343K +12,532 New
FGA
158
Fortis Group Advisors
New Jersey
$336K +$336K +12,304 New
BWM
159
BCS Wealth Management
Tennessee
$298K – – –
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$293K -$2.05M -74,775 -87%
PA
161
PSI Advisors
Florida
$290K +$35.4K +1,296 +14%
NAS
162
Nicolet Advisory Services
Wisconsin
$289K -$404K -14,758 -58%
SIA
163
Strategic Investment Advisors
Michigan
$277K +$3.51K +128 +1%
NCM
164
Noesis Capital Mangement
Florida
$274K – – –
JPMPWA
165
J.P. Morgan Private Wealth Advisors
California
$273K -$2.55K -93 -0.9%
TRCT
166
Tower Research Capital (TRC)
New York
$272K -$341K -12,424 -56%
IF
167
Intrua Financial
Texas
$270K +$270K +8,471 New
YAL
168
Your Advocates Ltd
Texas
$265K +$173K +6,342 +189%
CIAS
169
Capital Investment Advisory Services
North Carolina
$264K +$58.7K +2,139 +29%
HighTower Advisors
170
HighTower Advisors
Illinois
$263K +$24.2K +888 +10%
DWM
171
Dakota Wealth Management
Florida
$260K -$100K -3,664 -28%
AWM
172
Avior Wealth Management
Nebraska
$249K -$12.6K -462 -5%
KAS
173
Kestra Advisory Services
Texas
$248K +$248K +120 New
MCWS
174
McKinley Carter Wealth Services
West Virginia
$243K -$17.5K -637 -7%
5L
175
55I LLC
Massachusetts
$243K +$243K +8,888 New
5 6
7
8 9