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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 %
AWM
201
Avior Wealth Management
Nebraska
$327K 9,156 +41 +0.4%
CAAS
202
Capital Asset Advisory Services
Michigan
$323K 9,023 +2,960 +49%
APA
203
American Portfolios Advisors
New York
$315K 8,802 +3,762 +75%
MOS
204
MGO One Seven
Ohio
$309K 8,622 +8,622 New
AAS
205
Avantax Advisory Services
Texas
$306K 8,584 -4,666 -35%
CFAM
206
Center For Asset Management
Florida
$300K 8,370 +8,370 New
NAS
207
Nicolet Advisory Services
Wisconsin
$299K 8,362 -2,198 -21%
RTS
208
Round Table Services
New Jersey
$295K 8,231 – –
NA
209
NewEdge Advisors
Louisiana
$295K 8,246 +99 +1%
FIM
210
Fernwood Investment Management
Massachusetts
$294K 8,212 – –
ISWM
211
Independent Solutions Wealth Management
New York
$291K 8,129 -512 -6%
SFG
212
SNS Financial Group
Minnesota
$289K 8,066 -207 -3%
SPA
213
Sentinel Pension Advisors
Massachusetts
$286K 7,994 -21 -0.3%
SA
214
Stewardship Advisors
Pennsylvania
$285K 7,951 -190 -2%
UFA
215
US Financial Advisors
Massachusetts
$261K 7,279 +7,279 New
WWM
216
Western Wealth Management
Colorado
$257K 7,177 +7,177 New
GL
217
Graypoint LLC
New York
$252K 7,037 +7,037 New
DI
218
DFPG Investments
Utah
$247K 6,486 +6,486 New
PFA
219
Pinnacle Family Advisors
Missouri
$246K 6,861 +6,861 New
CFG
220
Cooper Financial Group
California
$245K 6,841 +6,841 New
KCPG
221
Kavar Capital Partners Group
Kansas
$240K 6,695 +6,695 New
CFP
222
Curran Financial Partners
South Carolina
$238K 6,658 +6,658 New
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$233K 6,501 +1,946 +43%
EWM
224
Echo Wealth Management
Minnesota
$231K 6,457 +6,457 New
MGIA
225
Moneta Group Investment Advisors
Missouri
$229K 6,397 +6,397 New
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9
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