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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
CWM
4
Congress Wealth Management
Massachusetts
$34.9M
5
PAG
5
Private Advisor Group
New Jersey
$48.6M

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 %
KWM
176
Kingsview Wealth Management
Oregon
$1.19M 26,539 +636 +2%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$1.18M 26,360 -5,300 -17%
UCFA
178
United Capital Financial Advisors
Texas
$1.17M 26,191 -972 -4%
TWM
179
Trinity Wealth Management
Pennsylvania
$1.17M 26,138 +1,888 +8%
CA
180
Continuum Advisory
Idaho
$1.16M 25,900 -1,169 -4%
BSW
181
Buckingham Strategic Wealth
Missouri
$1.16M 25,837 -145 -0.6%
CWM
182
Cedar Wealth Management
California
$1.15M 25,656 +1,068 +4%
FPWM
183
FSB Premier Wealth Management
Iowa
$1.14M 25,512 +1,157 +5%
MI
184
Moneywise Inc
Virginia
$1.13M 25,175 -752 -3%
BC
185
Brio Consultants
California
$1.12M 24,946 -613 -2%
SFS
186
Sowell Financial Services
Arkansas
$1.06M 23,712 -1,398 -6%
LA
187
Latitude Advisors
Florida
$1.05M 23,589 +6,119 +35%
SEI Investments
188
SEI Investments
Pennsylvania
$1.05M 23,480 -536 -2%
MFA
189
McClarren Financial Advisors
Pennsylvania
$1.04M 23,334 -896 -4%
DWM
190
Dakota Wealth Management
Florida
$1M 22,470 +5,388 +32%
AIS
191
American Investment Services
Massachusetts
$979K 21,909 – –
Deutsche Bank
192
Deutsche Bank
Germany
$979K 21,916 +21,916 New
FMN
193
Financial Management Network
California
$967K 21,254 -1,674 -7%
CCM
194
Coldstream Capital Management
Washington
$952K 21,305 +8,724 +69%
CIAS
195
Capital Investment Advisory Services
North Carolina
$903K 20,211 +2,985 +17%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$883K 19,767 -3,021 -13%
CF
197
Corrigan Financial
Rhode Island
$876K 19,608 +363 +2%
CA
198
Claro Advisors
Massachusetts
$867K 19,409 +19,409 New
OGF
199
Orin Green Financial
California
$853K 20,482 -1,327 -6%
NF
200
Nikulski Financial
Iowa
$851K 19,045 +1,225 +7%
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