SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF

27 hedge funds and large institutions have $78.4M invested in SPDR Portfolio S&P 600 Small Cap ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$29.8M 373,744 +171,339 +85%
State Street
2
State Street
Massachusetts
$22.4M 280,972 +173,845 +162%
HMC
3
Harvard Management Company
Massachusetts
$5.8M 72,864 -6,805 -9%
LPL Financial
4
LPL Financial
California
$4.49M 56,101 +1,900 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.06M 38,382 +26,732 +229%
SFP
6
Shepherd Financial Partners
Massachusetts
$2.91M 36,410 +36,410 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.29M 28,809 -209 -0.7%
UBS Group
8
UBS Group
Switzerland
$1.54M 19,295 +1,944 +11%
RJA
9
Raymond James & Associates
Florida
$1.24M 15,520 +15,520 New
Morgan Stanley
10
Morgan Stanley
New York
$866K 10,882 +6,197 +132%
SEI Investments
11
SEI Investments
Pennsylvania
$698K 8,765 -222 -2%
Bank of America
12
Bank of America
North Carolina
$616K 7,736 +3,213 +71%
IA
13
IFP Advisors
Florida
$588K 7,388 +383 +5%
Citigroup
14
Citigroup
New York
$492K 6,179
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$330K 4,147 +2,942 +244%
Stifel Financial
16
Stifel Financial
Missouri
$288K 3,590
FAAS
17
First Allied Advisory Services
California
$252K 3,169 +402 +15%
NPF
18
Norris Perne & French
Michigan
$235K 2,950
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$230K 2,892 +2,892 New
BDF
20
Balasa Dinverno & Foltz
$206K 2,592 +2,592 New
AG
21
Advisor Group
Arizona
$50K 625 -200 -24%
MFS
22
MSI Financial Services
Massachusetts
$35K 434 -61 -12%
Wells Fargo
23
Wells Fargo
California
$34K 428
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6K 79
SPIA
25
Steward Partners Investment Advisory
New York
$3K 40 +40 New