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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

414 hedge funds and large institutions have $3.45B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
414
Holders Change
+60
Holders Change %
+16.95%
% of All Funds
6.39%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.45%
New
92
Increased
166
Reduced
116
Closed
27
Calls
$518K
Puts
$269K
Net Calls
+$249K
Net Calls Change
+$255K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$521M
2
LPL Financial
2
LPL Financial
California
$326M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$97.8M
4
PAG
4
Private Advisor Group
New Jersey
$48.6M
5
KW
5
KWB Wealth
California
$19M

Top Sellers

1
AF
1
Allworth Financial
California
$10M
2
TI
2
Tidal Investments
Wisconsin
$0
3
State Street
3
State Street
Massachusetts
$41.4M
4
AssetMark Inc
4
AssetMark Inc
California
$51.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
151
Ascent Group
Virginia
$1.69M 41,187 +41,187 New
BFA
152
Brown Financial Advisory
Alabama
$1.67M 37,288 – –
UWM
153
USAdvisors Wealth Management
Minnesota
$1.66M 37,192 +3,139 +9%
KAM
154
Knightsbridge Asset Management
California
$1.66M 37,162 +785 +2%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.6M 35,834 +26,811 +297%
Citadel Advisors
156
Citadel Advisors
Florida
$1.57M 35,209 +35,209 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.51M 33,686 +33,686 New
CWM
158
Collaborative Wealth Management
Florida
$1.49M 33,408 +33,408 New
JCA
159
January Capital Advisors
California
$1.47M 32,955 +32,955 New
FPW
160
Flagship Private Wealth
Massachusetts
$1.43M 32,093 +2,891 +10%
MWM
161
Modera Wealth Management
New Jersey
$1.42M 31,858 +31,858 New
V
162
Veritable
Delaware
$1.42M 31,850 – –
RCM
163
Raleigh Capital Management
North Carolina
$1.38M 30,841 +30,841 New
CIAS
164
CFS Investment Advisory Services
New Jersey
$1.36M 32,829 -7,091 -18%
WCM
165
Wealthcare Capital Management
Virginia
$1.36M 30,324 +2,540 +9%
SWA
166
Sightline Wealth Advisors
Connecticut
$1.35M 29,928 +554 +2%
WMG
167
WESCAP Management Group
California
$1.33M 29,734 +1,478 +5%
SW
168
SkyOak Wealth
Michigan
$1.33M 29,652 +1,819 +7%
VAS
169
Valicenti Advisory Services
New York
$1.32M 29,619 +1,000 +3%
ACP
170
Aveo Capital Partners
Colorado
$1.29M 28,824 -7,074 -20%
TFA
171
TPG Financial Advisors
Oregon
$1.27M 28,397 -51,502 -64%
Mariner
172
Mariner
Kansas
$1.27M 28,355 +7,983 +39%
NA
173
NewEdge Advisors
Louisiana
$1.22M 27,277 +8,490 +45%
QWM
174
QP Wealth Management
New Jersey
$1.21M 27,145 +1,986 +8%
CFG
175
Cooper Financial Group
California
$1.21M 27,093 +3,196 +13%
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