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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 %
PFG
176
PAX Financial Group
Texas
$447K 12,495 -1,134 -8%
FCI
177
Financial Counselors Inc
Kansas
$445K 12,438 +12,438 New
NFG
178
Next Financial Group
Texas
$444K 12,388 +12,011 +3,186%
BHWM
179
Bay Harbor Wealth Management
Maryland
$443K 12,386 +7,355 +146%
FTUS
180
Flow Traders U.S.
New York
$439K 12,274 +12,274 New
Citadel Advisors
181
Citadel Advisors
Florida
$429K 11,987 +11,987 New
PA
182
PSI Advisors
Florida
$412K 11,529 +925 +9%
LA
183
Latitude Advisors
Florida
$409K 11,427 +11,427 New
MSAM
184
Moloney Securities Asset Management
Missouri
$408K 11,403 +11,403 New
BWM
185
BCS Wealth Management
Tennessee
$390K 10,895 – –
FHC
186
First Heartland Consultants
Missouri
$380K 10,604 -3,294 -24%
KAS
187
Kestra Advisory Services
Texas
$364K 10,194 +10,074 +8,395%
OWA
188
Opal Wealth Advisors
New York
$360K 10,069 +10,069 New
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
$359K 10,037 +80 +0.8%
NCM
190
Noesis Capital Mangement
Florida
$358K 10,000 – –
NF
191
Nikulski Financial
Iowa
$352K 9,822 +9,822 New
CA
192
CGN Advisors
Kansas
$350K 9,768 +9,768 New
MP
193
McDonald Partners
Ohio
$350K 9,774 +9,774 New
PFM
194
Parsec Financial Management
North Carolina
$349K 9,737 +1,079 +12%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$346K 9,644 +775 +9%
YAL
196
Your Advocates Ltd
Texas
$343K 9,579 -110 -1%
BUB
197
BBVA USA Bancshares
Texas
$340K 9,505 +9,505 New
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$339K 9,464 -2,988 -24%
DWM
199
Dakota Wealth Management
Florida
$332K 9,280 -215 -2%
CPA
200
Clear Perspective Advisors
Illinois
$331K 9,246 +497 +6%
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