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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

334 hedge funds and large institutions have $3.1B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
48
Increased
112
Reduced
137
Closed
19
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
+$12K

Top Buyers

1
HI
Horizon Investments
North Carolina
$99.6M
2
LPL Financial
LPL Financial
California
$207M
3
PI
PFS Investments
Georgia
$70M
4
Osaic Holdings
Osaic Holdings
Arizona
$65.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$423K
2
Financial Engines Advisors
Financial Engines Advisors
California
$409M
3
SMM
Stadion Money Management
Georgia
$147M
4
VA
Valmark Advisers
Ohio
$233M
5
Charles Schwab
Charles Schwab
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Brio Consultants
California
$1.16M -$8.58K -203 -0.7%
UWM
152
USAdvisors Wealth Management
Minnesota
$1.11M -$449K -10,628 -29%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$1.11M -$367K -8,685 -25%
FHA
154
Flagship Harbor Advisors
Massachusetts
$1.1M -$356K -8,427 -25%
KWM
155
Kingsview Wealth Management
Oregon
$1.05M -$88.8K -2,072 -8%
SIA
156
Strategic Investment Advisors
Michigan
$1.05M +$145K +3,438 +16%
WWM
157
Western Wealth Management
Colorado
$1.03M +$729K +17,248 +240%
AIS
158
American Investment Services
Massachusetts
$993K -$24.9K -589 -2%
OGF
159
Orin Green Financial
California
$984K -$427K -10,101 -30%
TWM
160
Trinity Wealth Management
Pennsylvania
$937K +$261K +6,174 +39%
MFA
161
McClarren Financial Advisors
Pennsylvania
$915K -$19.4K -458 -2%
NFP
162
Narus Financial Partners
Utah
$912K +$912K +21,577 New
T
163
TRUADVICE
Florida
$901K -$376K -8,619 -29%
5L
164
55I LLC
Massachusetts
$882K +$27.3K +646 +3%
CWA
165
Clarus Wealth Advisors
Arizona
$876K -$52.7K -1,236 -6%
GC
166
Gilbert & Cook
Iowa
$849K -$59.6K -1,411 -7%
CFG
167
Cooper Financial Group
California
$813K +$524K +12,384 +181%
CF
168
Corrigan Financial
Rhode Island
$809K -$127 -3 -0%
TPCW
169
TD Private Client Wealth
New York
$797K +$156K +3,691 +24%
RFG
170
Range Financial Group
Oregon
$792K +$792K +18,740 New
SEI Investments
171
SEI Investments
Pennsylvania
$791K – – –
CAG
172
Csenge Advisory Group
Florida
$783K -$25.4K -596 -3%
CAAS
173
Capital Asset Advisory Services
Michigan
$749K +$368K +8,697 +96%
FMN
174
Financial Management Network
California
$735K +$50.2K +1,155 +7%
AIC
175
Ameritas Investment Company
Nebraska
$716K +$716K +16,928 New
5 6
7
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