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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

354 hedge funds and large institutions have $3.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
39
Increased
171
Reduced
94
Closed
23
Calls
$242K
Puts
$248K
Net Calls
-$6K
Net Calls Change
+$228K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$64.7M
2
AWM
Avior Wealth Management
Nebraska
$11.2M
3
LPL Financial
LPL Financial
California
$249M
4
State Street
State Street
Massachusetts
$57.7M
5
Truist Financial
Truist Financial
North Carolina
$34.2M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
$402M
3
RJA
Raymond James & Associates
Florida
$14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.1M
5
TI
Tidal Investments
Wisconsin
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
201
Financial Counselors Inc
Kansas
$530K – – –
OIA
202
OneDigital Investment Advisors
Kansas
$519K +$519K +12,181 New
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$513K +$25.7K +604 +5%
CCM
204
Coldstream Capital Management
Washington
$512K +$27K +663 +6%
SPA
205
Sentinel Pension Advisors
Massachusetts
$501K +$3.58K +84 +0.7%
CFAM
206
Center For Asset Management
Florida
$500K +$130K +3,051 +35%
APA
207
American Portfolios Advisors
New York
$494K +$117K +2,753 +31%
PFG
208
PAX Financial Group
Texas
$484K +$30K +704 +7%
BWM
209
BCS Wealth Management
Tennessee
$464K – – –
MSAM
210
Moloney Securities Asset Management
Missouri
$462K -$15.3K -359 -3%
CA
211
CGN Advisors
Kansas
$456K +$84.4K +1,983 +23%
MA
212
MONECO Advisors
Connecticut
$455K +$455K +10,672 New
TPCW
213
TD Private Client Wealth
New York
$446K -$126K -2,953 -22%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$442K +$336K +7,737 +315%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$440K +$25.9K +606 +6%
MWM
216
MBE Wealth Management
Wisconsin
$432K -$1.41K -33 -0.3%
SL
217
SWMG LLC
Texas
$431K -$226K -5,306 -34%
NCM
218
Noesis Capital Mangement
Florida
$426K – – –
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$409K +$78.6K +1,844 +24%
BAM
220
Belpointe Asset Management
Nevada
$408K +$202K +4,747 +98%
MA
221
Mutual Advisors
Nebraska
$406K +$77.1K +1,810 +23%
MP
222
McDonald Partners
Ohio
$391K -$64.5K -1,516 -14%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$384K -$6.38K -150 -2%
AAS
224
Avantax Advisory Services
Texas
$383K +$2.34K +55 +0.6%
SAM
225
Strategic Asset Management
Minnesota
$372K +$372K +8,514 New
7 8
9
10 11