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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

206 hedge funds and large institutions have $784M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.26%
New
21
Increased
121
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$35.5M
2
SS
2
Simplicity Solutions
Minnesota
$34.1M
3
Creative Planning
3
Creative Planning
Kansas
$12M
4
AssetMark Inc
4
AssetMark Inc
California
$31.4M
5
SRSA
5
S.R. Schill & Associates
Washington
$9.28M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$17.1M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$6.79M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.22M
4
CSIA
4
Charles Schwab Investment Advisory
California
$163M
5
PA
5
Parallel Advisors
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
201
Valeo Financial Advisors
Indiana
$2K 63 – –
TWA
202
TCI Wealth Advisors
Arizona
$2K 52 +52 New
JGIA
203
Jackson Grant Investment Advisers
Connecticut
$1K 23 -2,284 -99%
FWM
204
Focused Wealth Management
New York
$1K 34 +34 New
SPIA
205
Steward Partners Investment Advisory
New York
$1K 50 +50 New
MWM
206
Meridian Wealth Management
Kentucky
$425 1,386 +1,386 New
PAG
207
Private Advisory Group
Washington
– – -52,114 Closed
Citadel Advisors
208
Citadel Advisors
Florida
– – -34,905 Closed
FC
209
Financial Consulate
Maryland
– – -19,792 Closed
JIC
210
Johnson Investment Counsel
Ohio
– – -19,255 Closed
BAM
211
Berkshire Asset Management
Pennsylvania
– – -11,190 Closed
Stifel Financial
212
Stifel Financial
Missouri
– – -10,432 Closed
SHIM
213
Stone House Investment Management
Pennsylvania
– – -8,109 Closed
DSN
214
D. Scott Neal
Kentucky
– – -7,505 Closed
CAM
215
Cresset Asset Management
Illinois
– – -2,993 Closed
ADL
216
Asset Dedication LLC
California
– – -748 Closed
WAM
217
Wealthspire Advisors (Maryland)
Maryland
– – -521 Closed
VCM
218
Vigilant Capital Management
Maine
– – -482 Closed
NWM
219
Northwest Wealth Management
Iowa
– – -475 Closed
SFA
220
Semmax Financial Advisors
North Carolina
– – -418 Closed
CIM
221
Contravisory Investment Management
Massachusetts
– – -79 Closed
WEC
222
Winslow Evans & Crocker
Massachusetts
– – -70 Closed
Parallax Volatility Advisers
223
Parallax Volatility Advisers
California
$0 3 – –
CFGS
224
Concourse Financial Group Securities
Alabama
– – – –
5 6 7 8
9