SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$64.7M
2
AWM
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
LPL Financial
California
$249M
4
State Street
State Street
Massachusetts
$57.7M
5
Truist Financial
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
$402M
3
RJA
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
5
TI
Tidal Investments
Wisconsin
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Continuum Advisory
Idaho
$1.15M -$29.9K -702 -3%
T
152
TRUADVICE
Florida
$1.14M -$95.9K -2,043 -8%
BSW
153
Buckingham Strategic Wealth
Missouri
$1.11M -$83.4K -1,958 -7%
MI
154
Moneywise Inc
Virginia
$1.1M -$52.5K -1,232 -5%
KWM
155
Kingsview Wealth Management
Oregon
$1.1M -$36.9K -866 -3%
BC
156
Brio Consultants
California
$1.09M +$2.39K +56 +0.2%
SIA
157
Strategic Investment Advisors
Michigan
$1.07M +$205K +4,820 +24%
QWM
158
QP Wealth Management
New Jersey
$1.07M +$4.39K +103 +0.4%
SFS
159
Sowell Financial Services
Arkansas
$1.07M -$3.84M -90,209 -78%
CWM
160
Cedar Wealth Management
California
$1.05M +$74.5K +1,750 +8%
FPWM
161
FSB Premier Wealth Management
Iowa
$1.04M -$204K -4,793 -16%
TWM
162
Trinity Wealth Management
Pennsylvania
$1.03M +$40.1K +942 +4%
MFA
163
McClarren Financial Advisors
Pennsylvania
$1.03M +$18.4K +433 +2%
SEI Investments
164
SEI Investments
Pennsylvania
$1.02M +$33K +777 +3%
CFG
165
Cooper Financial Group
California
$1.02M +$72.2K +1,695 +8%
FHA
166
Flagship Harbor Advisors
Massachusetts
$1.01M – – –
FMN
167
Financial Management Network
California
$991K +$61.3K +1,419 +7%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$971K +$971K +22,788 New
BCI
169
Brinker Capital Investments
Pennsylvania
$949K +$36.2K +848 +4%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$942K +$20.2K +474 +2%
AIS
171
American Investment Services
Massachusetts
$933K -$16.1K -378 -2%
OGF
172
Orin Green Financial
California
$929K -$25.2K -591 -3%
CAG
173
Csenge Advisory Group
Florida
$916K +$150K +3,446 +20%
AFP
174
Ausdal Financial Partners
Iowa
$874K +$874K +20,513 New
Mariner
175
Mariner
Kansas
$868K +$27.4K +642 +3%
5 6
7
8 9