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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

308 hedge funds and large institutions have $2.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+59
Holders Change %
+23.69%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
80
Increased
115
Reduced
87
Closed
19
Calls
$1K
Puts
$3K
Net Calls
-$2K
Net Calls Change
+$7K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
State Street
2
State Street
Massachusetts
$40.7M
3
TI
3
Tidal Investments
Wisconsin
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$388M

Top Sellers

1
AF
1
Allworth Financial
California
$29M
2
VA
2
Valmark Advisers
Ohio
$215M
3
SMM
3
Stadion Money Management
Georgia
$148M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.58M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
151
SEI Investments
Pennsylvania
$791K 22,153 -12 -0.1%
MFA
152
McClarren Financial Advisors
Pennsylvania
$790K 22,111 +22,111 New
PFA
153
Professional Financial Advisors
Nebraska
$770K 21,501 +1,473 +7%
GC
154
Gilbert & Cook
Iowa
$768K 21,503 -3,976 -16%
SIA
155
Strategic Investment Advisors
Michigan
$765K 21,372 +11,272 +112%
Prudential Financial
156
Prudential Financial
New Jersey
$730K 20,400 +20,400 New
5L
157
55I LLC
Massachusetts
$724K 20,224 +11,336 +128%
WAS
158
Wealth Advisory Solutions
Indiana
$722K 20,181 +247 +1%
GVAG
159
Great Valley Advisor Group
Delaware
$712K 19,892 +3,055 +18%
CF
160
Corrigan Financial
Rhode Island
$685K 19,137 +95 +0.5%
CAG
161
Csenge Advisory Group
Florida
$679K 18,954 +6,925 +58%
SL
162
SWMG LLC
Texas
$647K 16,729 +16,729 New
SWA
163
Stratos Wealth Advisors
Ohio
$637K 17,796 -2,412 -12%
FMN
164
Financial Management Network
California
$619K 15,741 +15,741 New
TWM
165
Trinity Wealth Management
Pennsylvania
$573K 15,995 +15,995 New
TPCW
166
TD Private Client Wealth
New York
$543K 15,162 -1,891 -11%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$529K 14,777 +4,087 +38%
CIAS
168
Capital Investment Advisory Services
North Carolina
$528K 14,737 +5,113 +53%
LSAG
169
Lake Street Advisors Group
New Hampshire
$527K 14,710 +62 +0.4%
BCI
170
Brinker Capital Investments
Pennsylvania
$520K 14,532 +49 +0.3%
PA
171
Paracle Advisors
Washington
$468K 13,087 -1,103 -8%
EGA
172
E&G Advisors
Texas
$468K 13,067 -490 -4%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$458K 12,800 -170 -1%
SFG
174
Sovereign Financial Group
Connecticut
$457K 12,768 +12,768 New
AFAS
175
Acorn Financial Advisory Services
Virginia
$449K 12,532 -5,441 -30%
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