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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 %
EGA
201
E&G Advisors
Texas
$573K -$551K -13,037 Closed
FCI
202
Financial Counselors Inc
Kansas
$547K – – –
CCM
203
Coldstream Capital Management
Washington
$523K +$523K +11,918 New
SPA
204
Sentinel Pension Advisors
Massachusetts
$513K +$50.9K +1,160 +11%
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$503K – – –
MSAM
206
Moloney Securities Asset Management
Missouri
$493K -$8.57K -195 -2%
BWM
207
BCS Wealth Management
Tennessee
$479K – – –
MP
208
McDonald Partners
Ohio
$470K +$39.8K +906 +9%
PFG
209
PAX Financial Group
Texas
$469K -$10.1K -230 -2%
LA
210
Latitude Advisors
Florida
$456K +$3.73K +85 +0.8%
MWM
211
MBE Wealth Management
Wisconsin
$447K -$32.9K -749 -7%
OWA
212
Opal Wealth Advisors
New York
$444K +$3.78K +86 +0.9%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$426K +$79.7K +1,816 +23%
NCM
214
Noesis Capital Mangement
Florida
$415K – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$403K -$137K -3,128 -25%
AO
216
Advisor OS
Illinois
$393K -$8.01K -182 -2%
AAS
217
Avantax Advisory Services
Texas
$391K -$4.29K -98 -1%
BIP
218
Blueprint Investment Partners
North Carolina
$389K +$389K +8,851 New
APA
219
American Portfolios Advisors
New York
$388K -$12.7K -288 -3%
CA
220
CGN Advisors
Kansas
$384K +$34.8K +791 +10%
CFAM
221
Center For Asset Management
Florida
$382K -$75.4K -1,713 -16%
PFM
222
Parsec Financial Management
North Carolina
$376K – – –
GI
223
Gradient Investments
Minnesota
$369K -$70.1K -1,598 -16%
DWM
224
Dakota Wealth Management
Florida
$368K +$24.8K +566 +7%
FIM
225
Fernwood Investment Management
Massachusetts
$361K – – –
7 8
9
10 11