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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 %
WAS
176
Wealth Advisory Solutions
Indiana
$873K +$2.07K +47 +0.2%
Mariner
177
Mariner
Kansas
$867K +$309K +7,032 +55%
CF
178
Corrigan Financial
Rhode Island
$843K +$2.33K +53 +0.3%
RFG
179
Range Financial Group
Oregon
$821K -$2.28K -52 -0.3%
MOS
180
MGO One Seven
Ohio
$785K +$120K +2,736 +18%
CAG
181
Csenge Advisory Group
Florida
$781K -$30.9K -699 -4%
GC
182
Gilbert & Cook
Iowa
$777K -$106K -2,415 -12%
GSWM
183
Golden State Wealth Management
California
$771K -$1.39M -31,683 -64%
NF
184
Nikulski Financial
Iowa
$763K +$285K +6,677 +60%
SWA
185
Stratos Wealth Advisors
Ohio
$744K +$7.17K +163 +1%
CIAS
186
Capital Investment Advisory Services
North Carolina
$734K +$31.3K +712 +4%
CPA
187
Clear Perspective Advisors
Illinois
$731K +$277K +6,294 +61%
HI
188
Harbour Investments
Wisconsin
$710K -$8.92K -203 -1%
PFA
189
Professional Financial Advisors
Nebraska
$707K +$45.6K +1,041 +7%
SPIA
190
Steward Partners Investment Advisory
New York
$696K +$182K +4,143 +35%
SL
191
SWMG LLC
Texas
$678K -$11.3K -257 -2%
NA
192
NewEdge Advisors
Louisiana
$672K +$377K +8,574 +128%
KFS
193
Kelly Financial Services
Massachusetts
$647K +$633K +27,818 +4,583%
LSAG
194
Lake Street Advisors Group
New Hampshire
$644K +$1.79K +41 +0.3%
SFG
195
Sovereign Financial Group
Connecticut
$642K – – –
AFAS
196
Acorn Financial Advisory Services
Virginia
$639K +$228K +5,190 +56%
RTS
197
Round Table Services
New Jersey
$638K – – –
HVIA
198
Hudson Valley Investment Advisors
New York
$603K +$1.36K +31 +0.2%
TPCW
199
TD Private Client Wealth
New York
$590K -$239K -5,428 -29%
CAAS
200
Capital Asset Advisory Services
Michigan
$578K -$200K -4,559 -26%
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