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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 %
RFG
201
Range Financial Group
Oregon
$842K 18,836 +110 +0.6%
SSW
202
Stone Summit Wealth
Florida
$838K 18,825 +18,825 New
BCI
203
Brinker Capital Investments
Pennsylvania
$809K 18,108 -4,148 -19%
GSWM
204
Golden State Wealth Management
California
$785K 17,565 -389 -2%
CAG
205
Csenge Advisory Group
Florida
$781K 17,659 -3,446 -16%
SIA
206
Strategic Investment Advisors
Michigan
$779K 17,440 -7,743 -31%
HVIA
207
Hudson Valley Investment Advisors
New York
$777K 17,380 -27 -0.2%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$765K 17,118 -5,001 -23%
SW
209
Simplicity Wealth
New Jersey
$765K 17,115 +17,115 New
AC
210
Apella Capital
Connecticut
$735K 16,439 -20,381 -55%
UAS
211
United Asset Strategies
New York
$729K 16,318 -1,169 -7%
PFA
212
Professional Financial Advisors
Nebraska
$720K 16,118 -442 -3%
WMR
213
Wealth Management Resources
Rhode Island
$702K 15,714 +15,714 New
CWMGP
214
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$686K 15,357 +15,357 New
HHRDM
215
H&H Retirement Design & Management
Nevada
$677K 16,181 +16,181 New
APA
216
American Portfolios Advisors
New York
$673K 15,065 +3,476 +30%
LSAG
217
Lake Street Advisors Group
New Hampshire
$667K 14,923 +91 +0.6%
ACK
218
Andrew C. Karlinski
$664K 14,856 +14,856 New
SPA
219
Sentinel Pension Advisors
Massachusetts
$663K 14,834 +3,066 +26%
CIS
220
Continental Investors Services
Washington
$650K 15,444 +15,444 New
RTS
221
Round Table Services
New Jersey
$649K 14,514 – –
T
222
TRUADVICE
Florida
$648K 15,540 -8,762 -36%
FWM
223
Fingerlakes Wealth Management
New York
$636K 14,274 +14,274 New
SFG
224
Sovereign Financial Group
Connecticut
$634K 14,182 -33 -0.2%
OWA
225
Opal Wealth Advisors
New York
$630K 14,097 +1,141 +9%
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