SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

345 hedge funds and large institutions have $3.11B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+11
Holders Change %
+3.29%
% of All Funds
6.02%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.38%
New
41
Increased
141
Reduced
118
Closed
22
Calls
$8K
Puts
$242K
Net Calls
-$234K
Net Calls Change
-$244K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$218M
2
LPL Financial
LPL Financial
California
$247M
3
Financial Engines Advisors
Financial Engines Advisors
California
$442M
4
CW
CreativeOne Wealth
Kansas
$11.1M
5
PWP
Personal Wealth Partners
Minnesota
$12.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
$2.96M
2
PI
PFS Investments
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.7M
4
Morgan Stanley
Morgan Stanley
New York
$9.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$1.21M -$36.4K -828 -3%
SW
152
SkyOak Wealth
Michigan
$1.21M -$12.9K -294 -1%
HighTower Advisors
153
HighTower Advisors
Illinois
$1.21M -$1.73M -39,490 -59%
ACP
154
Aveo Capital Partners
Colorado
$1.2M -$83.1K -1,890 -6%
MI
155
Moneywise Inc
Virginia
$1.19M -$73K -1,662 -6%
KWM
156
Kingsview Wealth Management
Oregon
$1.18M +$101K +2,290 +9%
BC
157
Brio Consultants
California
$1.12M -$84.4K -1,921 -7%
T
158
TRUADVICE
Florida
$1.11M +$240K +5,700 +28%
QWM
159
QP Wealth Management
New Jersey
$1.1M +$1.1M +25,056 New
AC
160
Apella Capital
Connecticut
$1.07M +$1.07M +24,279 New
MFA
161
McClarren Financial Advisors
Pennsylvania
$1.04M +$94K +2,144 +10%
TWM
162
Trinity Wealth Management
Pennsylvania
$1.02M +$50K +1,139 +5%
SEI Investments
163
SEI Investments
Pennsylvania
$1.02M +$47.8K +1,086 +5%
FHA
164
Flagship Harbor Advisors
Massachusetts
$1.01M -$129K -2,928 -11%
EH
165
Equitable Holdings
New York
$1.01M +$471K +10,725 +88%
CWM
166
Cedar Wealth Management
California
$1M -$215K -4,882 -18%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$1M -$2.39M -54,367 -70%
OGF
168
Orin Green Financial
California
$984K -$38.6K -879 -4%
AIS
169
American Investment Services
Massachusetts
$979K -$52.7K -1,200 -5%
CFG
170
Cooper Financial Group
California
$976K +$131K +2,977 +15%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$951K -$837K -19,045 -47%
FMN
172
Financial Management Network
California
$941K +$202K +4,613 +27%
BCI
173
Brinker Capital Investments
Pennsylvania
$941K +$236K +5,365 +33%
SWA
174
Sightline Wealth Advisors
Connecticut
$926K +$388K +8,825 +72%
SIA
175
Strategic Investment Advisors
Michigan
$895K -$195K -4,447 -18%
5 6
7
8 9